Insurance industry relies on trust and strong relationship between customers and insurance sales agents. To create the right moment of 1 to 1 engagement between prospect and agents, only minimal disruption at busy schedule from sales agent is preferred.
With the aid of
marketing automation system, potential prospects can take proactive action to schedule appointment with dedicated insurance agents. In the meantime, the marketing automation tool enables to track the apppointment progress between insurance agents and prospects for effective monitoring productivity of sales agents who are also able to spend more time on nurturing leads to maximize conversion instead of look for finding a needle in a haystack.