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Convert more leads

Convert more leads with Consultivate Background Competition for business in personal lines insurance is as strong as ever Huge shift in business written from the telephone to the internet Average internet conversions are generally 5-10%

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Convert more leads

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  1. Convert more leads with Consultivate Diana Wooding

  2. Background • Competition for business in personal lines insurance is as strong as ever • Huge shift in business written from the telephone to the internet • Average internet conversions are generally 5-10% • Competition for on-line sales is increasing and as a result so is the cost of acquisition • Brokers and intermediaries becoming more proactive • Aggregators becoming more popular • Shift from product focus to customer focus • Cost per click costs soaring • Technology driving change • Therefore – it’s very important not to miss any opportunities! Diana Wooding

  3. How to convert more leads Completed quote on an aggregator or your own website Using leading edge technology and your preferred risk criteria, leads are selected which result in an inbound call to your call centre, within your specified timescale NO YES Immediate purchase? Process complete Your sales team hear “this is an automated call from your website. Customer ref 12345. Please press 5 to accept. Goes back into the system to retry within your specified timescales YES Customer answers NO Process complete YES Customer hears “Hi Mr Smith, my name is Anna. I’m calling from XYZ regarding the quote you received from our website. Is there anything I can help you with? Customer buys NO Call can be sold * * Depends on terms of agreement with the aggregator Diana Wooding

  4. System makes the initial call. No technology need at your end You set lead selection criteria You set the time delay between quote done on website and the call Minimal work at your end Higher chance of converting the sale once customer on the phone Constant supply of warm leads into your call centre Call centre manager controls the volume of leads via the web Call treated as a customer service call Once customer on the phone potential to cross sell Fully automated Access to full statistics Low costs. If call not converted, call can be sold Staff could possibly still view it as outbound calling Additional staff training required in order to convert the sale (although we can provide some recommendations) Training of call centre manager required so that you can manage the system yourself (although we will provide this training) Potential to have more calls than you can handle Plus Points Minus Points Diana Wooding

  5. Additional Features The system is as simple or complex as you like to make it. Below are just some of the features that make the platform a valuable addition to your current business strategy. • Call recording • Call announcements • Day and time routing • Online call stats • Full online administrative access • Inbound CLI display • CTI integration The platform will integrate with the following: • Websites • SMS • Email • Third party website e.g. Aggregator website or trade organisations. Diana Wooding

  6. Contact details As the platform is so flexible if you have any other requirements/ ideas please let us know and we’ll do our best to make it work for you. Diana Wooding Consultivate Limited 07771 805150 diana@consultivate.co.uk Diana Wooding

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