Target Audience
Individuals who have requested a quote for insurance products
Decision Maker Titles
Insurance consumers
Program Objectives
- Bandwidth to always circle back with leads that were quoted but not closed
- Understand which leads are still in the buying cycle and if not, why
- Prevent a leaky funnel
Solution
- Up to 3 outbound call attempts
- Qualify opportunity and generate interest in warm transferring to a licensed plan representative to answer questions, quote and close
Results
- Re-engaged in a live conversation with 51% of previously quoted leads
- Of those reached, 17% were interested in speaking to a licensed plan representative and an additional 19% were still reviewing and considering their quote
- Of those that weren’t interested in re-engaging at this time, we found out why (i.e. went with another carrier, didn’t receive a quote, etc.)
- Those not reached were left a voicemail and a number to reach back out to if interested
- Enabled a more efficient, cost-effective quoting process.