Industry Playbook - Insurance Company
The roadmap for growing a local Insurance company online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers.
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The roadmap for growing a local Insurance Company online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. Here’s the playbook:
Capture More Leads
- Install the SMS Webchat Widget on the Insurance Company’s website.
- Integrate the Insurance Company’s Google Business Profile to activate Google Chat
- Activate The Missed-Call Text-Back so that any unanswered calls to the Insurance Company immediately receive a text message saying, “Sorry we missed your call - how can we help?”
Nurture Leads into Bookings
- Configure helpful Text Snippets for phrases & links the Insurance Company often sends to people.
- Activate Conversation AI so the Insurance Company has a fully trained, always-on assistant to conversationally convert leads into bookings.
Turn Leads into Sales
- Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay.
Turn Sales into Positive Reviews
- Configure Email & SMS Review Request Templates so the Insurance Company can quickly & easily request reviews with the tap of a button.
Turn Sales into Repeat Customers
- Configure Newsletter Email Template so the Insurance Company can easily send out news, updates, and promotions to their contacts.
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