Sell more policies with automated and personalized communication

LeadSquared Insurance customers

Advanced workflows to automate and personalize communication

Visual workflow designer to create workflows easily

Easy to create automation with visual designer. Add triggers, conditions and actions to completely automate and personalize your visitors journeys


Tracks and scores your visitor’s activities real time

Track your lead’s behavior and score them on the basis of their interest and activities. Trigger automation and notifications on specific actions

Send dynamic content based on preferences and activities

Trigger dynamic communication with your leads, based on their preferences and activities. For example, send dynamic insurance quotes to leads based on their location preferences and budget, customized travel packages to travelers based on their preferences and more. Fetch data accurately from your inventory management tools, and use it to create highly customized messages.


Notify sales team when a visitor drops off your desired path

Notify the agents when prospective buyers visit an important page, like the policy details, cost break-ups, insurance premium details etc.

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 segment your leads in lists

Segregate your inquiries based on their demographic profiles, activities, interests and any other variable you want. Send them highly-relevant and personalized information throughout the buying cycle.

You can also perform custom list actions. Ex: Send all the leads in one list to a call center application for automated dialing with one click.

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Real time analysis of your automation

Track the performance of your marketing messages, drop out points, paths to conversion, prospect’s pattern and more

If you are not using LeadSquared, you are paying too much for marketing automation

“As someone who has used HubSpot, Marketo, Act-On and more, LeadSquared has all of the necessary functionalities at a fraction of the cost. We have a 10% reduction in bounce rate for emails now and our drip campaigns have resulted in 50% quicker movement of sales prospects through the funnel!”

Robert Evans

Want to see LeadSquared in action?