Insurance Lead Management | Store, Assign, Respond and more

Below is the list of what the system will allow you to do (and more can be added as required)::

• Import leads from various sources via API integration, email attachments, Web to Lead forms and through CSV uploads
• Lead assignment rules configuration to assign leads to most appropriate agent based on lead location, product interested in, agent’s skillset, agent’s current lead count, lead priority, agent priority and other factors
• Creation of tasks, events and reminders for agents (as well as leads if required)
• Workflow rules to send automated emails based on lead source, lead status, lead response / no response with predefined templates and attachments for initial communication as well as follow up
• Responsive HTML5 email templates, field mapping to pull data from your CRM/AMS to auto-populate the template, send within email body, as PDF attachments or share a weblink
• Gather stats about the emails (like who opened emails, when and how many times), advanced analytics and reports
• e-Sign documents, integrate with cloud systems like Amazon S3, DocuSign, HelloSign, Windows Azure, Google docs etc
• Integration with mass mailing systems like MailChimp and Sendgrid
• Marketing automation (club prospects into groups, send mass emails about your products and services)
• Auto conversion of leads to accounts on successful purchase

We have rich experience of developing web based AMS systems (VB/C# .NET, Java, PHP) and Salesforce/Zoho/NetSuite CRM based agency management systems. Write to us today at our development email id dev@webnersolutions.com to get in touch with us or fill the contact form on our website.

Originally published at https://webnersolutions.com.