“We actively use LeadSquared for lead management, email marketing, lead tracking and marketing & sales performance analytics. We have seen our sales efficiency increase 4 folds since we have started using LeadSquared. It is user-friendly and cost effective as well.”
Cut your lead leakage to zero
Capture policy inquiries from insurance aggregators all over the web – like PolicyBazaar, MyInsuranceClub, ApnaPaisa, BankBazaar, PolicyX and others.
Capture policy inquiries from Google Adwords, YouTube ads, Facebook, LinkedIn and others, directly using landing pages and plug-and-play social integrations. Capture inquiries from your website as well
Capture leads from all your on-the-ground activities like cross-promotional events, trade-shows, sponsorships etc. Capture leads from all print media, TV ads and radio ads as well.
Capture all the phone call inquiries you get within your lead management system. New leads and even missed calls will be captured as leads, and the phone call activity will get captured as well. For old leads, the phone calls, both incoming and outgoing will be registered as activities. Identify the advertising campaigns generating the maximum number of calls.
Assign leads to agents based on their product preferences, locations etc. or in round-robin fashion
Give your telecallers all the context and lead information they need before they make a call. They will know all the lead interests, including the policies they are interested in, the policies they have already brought, and all other lead activity insights. Plug-and-play call center integrations ensure easy set-up and easier usage.
Track interests and activities of leads, and segment accordingly
Track the policy pages being visited by your leads, the time spent on each page, the forms they fill, and all the inquiries they make about different insurance policies.
Track the links being clicked by leads on the emails and SMSs, and trigger further marketing and sales actions accordingly.
Notify the agents when prospective buyers visit an important page, like the policy details, cost break-ups, insurance premium details etc.
Push leads down the funnel till the insurance policy is sold
Change lead stage based on lead’s activities.
For instance: Change stage from “Opportunity” to “Documents Received” when the lead shares the KYC documents. Change stage to “Verification done” when the documents are verified etc.
Notify the agents as soon an important lead activity happens.
For ex: as soon as the lead shares the KYC documents, and the stage changes to “Documents received,” the agent will be notified.
Set the next task for the agent, as soon as an important activity occurs.
For ex: as soon as the lead shares the KYC documents, and the stage changes to “Documents received,” the agent will be notified and a task will be set for him to get the documents verified.
Automatically notify policy-holders when their renewal date draws close. Simultaneously, notify agents and set tasks for them to make follow-ups, if the customers don't renew on their own.
Know the complete customer details - including the policies the customers have purchased and complete details about them. Identify cross-sell opportunities using this data.
For ex: a customer who buys a health policy for their spouse, might also be willing to buy a life insurance policy.
Keep a close eye on their meeting count, distance traveled and collections
Track the policy sales against the agents, campaigns, regions and policy type
Measure the complete agent performance, based on the number of policies they are selling, the collections, cross-sales, renewals etc.
Measure the average time taken to win a customer across different products, different teams and different regions. Would help make improvements for the laggards.
Measure the campaigns that are getting the best customer conversion ratios. This would help allocate the marketing budgets in the right places.
Integrates with all the popular marketing, sales, telephony and call center apps that you use and love. You can even sync data wit your CRM applications. Also, Zapier integration helps you create any Zaps you might need.