Industry Playbook - Insurance Company

Modified on: Tue, 3 Oct, 2023 at 3:23 PM

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



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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