Insurance
We have a vast amount of experience of working in the Insurance sector with both brokers and direct operations. Below is a list of some of the solutions that we can provide, just to give you some ideas. If there is anything else that we haven’t mentioned, but you think would be a good idea, please ask us. Just because we haven’t done it yet doesn’t mean we can’t!
- Direct Web Quotes
- Track prospects through your online quote and buy pages and trigger appropriate communications via SMS/e-mail/mail/mobile internet at any point.
- Immediate outbound call when a prospect completes a quote or abandons a payment.
- Target/prioritise customers using any rating factor(s).
- Follow up unconverted quotes via SMS/e-mail/mail/mobile internet.
- Identify existing customers getting a new business quote on your site and instantly change their journey e.g. block the quote and prompt them to call you.
- ‘Click to Call’ functionality.
- Use ‘pop-ins’ to promote ‘add-ons’ or discourage prospects from leaving your site.
- Track inbound calls from online marketing for better ROI analysis, by displaying a unique phone number for each keyword, referring domain, or ad campaign on your website.
- Customer satisfaction surveys.
- Aggregator Quotes
- Immediate outbound call when you have provided the cheapest price.
- Target/prioritise customers using any rating factor(s).
- Follow up unconverted quotes via SMS/e-mail/mail/mobile internet.
- Identify existing customers in your ‘Top Price’ notifications and trigger an appropriate renewal communication.
- Web Forms
- If you don’t have online quote facilities and use a web form to capture the details and call the customer back we can:
- Automate the data transfer into you quote system to avoid you having to manually re-key it.
- Allow you to call the customer back immediately.
- Allow you to further follow-up the enquiry using SMS/e-mail/mail.
- Inbound Calls
- Confirm quotes given over the phone using SMS/e-mail/mail/mobile internet.
- Follow up unconverted phone quotes via outbound/SMS/e-mail/mail/mobile internet.
- Geographic call routing of inbound calls - If you have a branch network we can route incoming calls to your nearest branch based on either, their STD code, their postcode or, if calling from a mobile, their actual location.
- Customer satisfaction surveys post call.
- New Business
- Confirm claims number via SMS/e-mail/VCard/mail.
- Renewals
- Automate a complete communication strategy using outbound/SMS/e-mail/mail/Interactive Voice Messaging/mobile internet.
- Marketing
- Automate marketing campaigns to your customer and prospect base using outbound/SMS/e-mail/mail/mobile internet.
- Add an SMS response option to your advertising to generate a call back, data capture or e-mail.
- Track online marketing ROI by displaying a unique phone number for each keyword, referring domain, or ad campaign on your website and get real time call stats.
- Accounts
- Automate chasing of unpaid premiums using outbound/SMS/e-mail/mail/ Interactive Voice Messaging.
- Admin
- Automate the chasing of additional information such as previous insurer, mileage, proof of NCD etc. via outbound/SMS/e-mail/mail.
- Claims
- Automate regular communication to policyholders using outbound/SMS/e-mail/mail/ Interactive Voice Messaging/mobile internet to keep them up to date with progress on their repair.
For more information on how Optilead could help with your business, please contact us on 0844 448 2222.
