+ All-In-One Sales & Marketing Platform
For Insurance Agents and Brokers
LeadEngin also offers sales and marketing tools such as CRM, workflow automation, campaign management, sms, email and social marketing, lead generation, landing pages/web forms, dynamic content, etc.
LeadEngin is a Full-Suite Platform for Insurance Agents and Brokers. Included in the Platform is a full featured Page Builder to capture leads.
Lead Creation
Our intuitive platform allows you to capture leads from different sources directly into the system such as Facebook, Instagram, Website, LinkedIn, Google, etc.
Lead Scoring
LeadEngin can assign scores to the leads based on their source, campaigns, activities on your websites. It will help you identify their intents and qualify them.
Lead distribution
LeadEngin can map and assign leads automatically to your agents/sales reps in those locations. It will help the sales agents speak to the customers in their language and overcome the barrier of time zone and cultural differences.
The backbone of LeadEngin is what you are able to accomplish after you capture the lead
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Following up with customers on a first-come-first-serve basis is an old school process.
Based on the lead score and your business logic, you can prioritize leads and assign them to the sales agents for calling. Also, LeadEngin record the timestamps of each interaction. You can use this data to identify the best time to contact your prospects.
For example, if you have identified that most of the leads receive calls during off-work hours; you can create task automation that will nudge sales reps to call prospects during those active hours.This way, you can immediately follow-up and not lose the leads that have high chances of conversions.
CREATE MULTI-CHANNEL CAMPAIGNS
LeadEngin allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, Google Maps, Facebook Messenger, and Instagram Chat
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
capture
Capture leads using our landing pages, surveys, forms, calendars, phone system & more!
Nurture
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
close
Use our built in tools to collect payments, schedule appointments, and track analytics!
Automatically book leads and prospects to your calendar without lifting a finger.
AUTOMATED NURTURE CONVERSATIONS
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING
Use our campaign builder to customize the messaging.
ONLINE APPOINTMENT SCHEDULING
The major step for many business is to capture appointments and request appointments. We've built our own calendar application within LeadEngin so you can capture the appointment all in one straightforward flow.
Instead of manual book-keeping, you can use automation to send policy renewal emails/SMS or notify sales reps for calling the existing customers.
Unsderstand your client's needs
In terms of opportunity management, a single prospect may be a prospective customer for many products. For instance, your customers may be interested in buying car insurance, term insurance, and health insurance for their different family members.
COLLECT CUSTOMER PAYMENTS
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Based on their activities like browsing product pages, forwarding emails, clicking ad links, etc. you can identify the opportunities to cross-sell and upsell. After all, selling to an existing customer is a lot easier than acquiring a new one.
We are striving to offer the best possible support to our customers either by phone, email or video.
MAKES SWITCHING EASY
We will help you to migrate your current CRM, sales, and marketing platform to LeadEngin without a sweat. We offer phone and video call to help you onboard the new platform.
Adapt to your best practice
We understand that every business is unique. We are happy to help you set up the automation that fit your business's approach.
Connects with all the tools you use and love
LeadEngin integrates with all the tools your agents uses – either directly, via APIs, or Zapier. Connect your core Agency Management System, dialers, IVR and telephony tools, marketing and lead generation channels, chatbots, your email inbox, and 100s of other tools and channels!
Call our sales department at 833-488-0629 (Toll-Free) if you manage over 10 licensed agents for special rate