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Leadbot Service Overview Click any component on the diagram for more information.

Leadbot Service Overview Click any component on the diagram for more information. Leadbot Case Study . Challenge: Increase ROI while maintaining current spending Streamline sales process to increase control and tracking What Leadbot Brought To The Table: Co-Branded marketing materials

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Leadbot Service Overview Click any component on the diagram for more information.

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  1. Leadbot Service Overview Click any component on the diagram for more information.

  2. Leadbot Case Study Challenge: • Increase ROI while maintaining current spending • Streamline sales process to increase control and tracking What Leadbot Brought To The Table: • Co-Branded marketing materials • Automated follow-up system • XML Distribution into call center dialing software • Daily reporting Implementation: • 3,200 purchased over the course of 3 months • 1,139 applications generated • 588 applications converted Total Lead Cost : $57,600.00 Total Annual Premium: $405,072.00

  3. Why Leadbot? • Profitable: Proven return on investment. • Valuable Prospects: Minimum age of 30, face values of $100,000 - $1,000,000+ • Compliant: CAN-SPAM and Do-Not-Call compliant • Professional: We work every day to stay at the leading edge of the industry and pass innovations and new ideas to our customers first.

  4. Supplemental Materials

  5. Affiliate Programs • Banner ads, text ads and opt-in email campaigns smooth out volume and geographic consistency • Ads offer to help consumers save on life insurance - driving additional traffic to Myinsurancequotes.com request forms Click Diagram to Return to Presentation

  6. Search Engine Optimization • Organic SEO, paid placement and strategic relationships drive coveted keyword based traffic to the Myinsurancequotes.com website. Click Diagram to Return to Presentation

  7. Consumer Quote Form • Consumers who request contact from a professional to receive life insurance quote comparisons. • 20-24 data fields containing detailed contact information, DOB, height/weight, coverage needs and health comments. • Consumers are expressly notified they will be receiving a phone call from a life insurance professional. Click Diagram to Return to Presentation

  8. Consumer Website • MyInsuranceQuotes.com, is our flagship insurance portal. • Robust, consumer focused information source for life insurance. Contains product research, coverage need calculators and more. • Designed to attract qualified prospects, educate, and convert quote requesters via the quote request form. Click Diagram to Return to Presentation

  9. Outside Website • Web sites owned and operated by select third parties provide Leadbot with additional volume. • All leads acquired in this manner are subject to full quality control for verification. Click Diagram to Return to Presentation

  10. Area Code and Prefix Scrubbing • By verifying the area code and telephone exchange data (NPA/NXX) with the prospect’s zip code, Leadbot discards a large percentage of invalid submissions prior to distribution. • Landlines and cell phones are also tagged appropriately. Click Diagram to Return to Presentation

  11. Duplicate Checking • New submissions are automatically compared against those received in the previous thirty days and duplicates are discarded. • Exclusive leads stay exclusive. Click Diagram to Return to Presentation

  12. Automated Tele-verification • Automated telephone calls placed to prospects prior to lead distribution steeply reduce or eliminate: • Telephone numbers not in service • Telephone numbers which do not connect • Facsimile/pager signals • Fast-busy signals • In addition, this process allows answering prospects to confirm their opt-in status or opt-out in real time. Click Diagram to Return to Presentation

  13. Keyword Scrubbing • All submissions are subjected to our extensive filters for profanity, repeat characters and missing information fields. • Submissions deemed invalid are discarded. Click Diagram to Return to Presentation

  14. Height and Weight Scrubbing • Unisex parameters: Click Diagram to Return to Presentation

  15. Direct Post to Client DB/CRM System • Available formats: • XML via HTTP • Form POST via HTTP • CSV Flat File • TSV Flat File • MS Word • MS Excel • Plain Text E-Mail • HTML E-Mail • Custom formats and integration services are also available. Click Diagram to Return to Presentation

  16. Private Label Prospect Messaging • By default Leadbot introduces all producers to prospects via email. • Customization of this introduction with content from the producer is available and encouraged. Click Diagram to Return to Presentation

  17. Leadbot Alert™ Message Tracking • Each prospect receives an email introducing the producer or company that will be calling. • When the prospect opens that email, the producer is notified in real time; contact ratios benefit. Click Diagram to Return to Presentation

  18. Order Management and Reporting Tools • Please visit our online demonstration module by visiting http://www.leadbot.com and logging in: • Username: demo@leadbot.com • Password: test Click Diagram to Return to Presentation

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