Define the audience
Set the territory, product category and prospect criteria for your campaign.
Start with interest and the right next step.
Insurance campaigns can focus on follow-up with existing inquiries or outreach to an approved audience. Agents use your campaign criteria to identify interest, record questions and arrange a conversation with your agency.
Capture the request
Agents can record the coverage topic a prospect wants to discuss, their contact preferences and useful questions for your team.
Connect to your agency
Your licensed professionals handle coverage advice, quotes and policy decisions; the calling team passes along the conversation details.
Set a useful qualification standard
Agree on the information your agency needs before scheduling a call, such as location, product interest and preferred contact time. Scripts and outreach follow the requirements you provide for the campaign.
What the handoff can include
- Contact details and service territory
- Insurance category of interest
- Prospect questions and follow-up preferences
- Appointment details if a meeting is agreed