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- InsuranceForce
- Power BI Customer’s, Win-Backs w/X-Dates, Missed Opps w/X-Dates
- Top 80/20 Prospects Import
- JotForm Case / Customer Service Request
- Insurance Website JotForm integrated into iLeads
Timeline:
- Total Development: 5 Months
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Month 1:
- InsureForce Salesforce Platform Licensing & App Setup
- Data Collection from Insurance Agency
- Insurance Agency Current LeadGen Analysis
- Referrals:
- Owner & Employee Referrals
- Centers of Influence (COIs)
- Financial Planners
- Estate Planners
- Certified Public Accountants (CPAs)
- Purchased Leads:
- Exclusive Vs. Non-Exclusive
- Salesforce Integration Method Determined
- Website Leads:
- Captive Agency Website Leads
- Personal Agency Website Leads
- Insurance Agency Sales Process MAP
- Month 2:
- Data Analysis, Cleansing, & 1st Time Imports
- Top 80/20 Prospects Procurement & Import
- Prospect & Client Data List Views
- Prospect & Client Data Reports & Dashboards Setup
- InsureForce Salesforce Homepage Setup
- Month 3:
- Insurance Agency Profile(s), Email(s), & Calendar(s) Setup, & Integration
- Website Short-Form & Long-Form Setup & InsureForce Salesforce Integration. Examples:
- In-House Referrals
- Purchased Leads
- Recurring Customer Data Import Training & Scheduling. Examples:
- APEX Customer Policy Renewals w/FFRs
- APEX Prospect Quotes Recapture w/X-Dates
- Month 4:
- All Insurance Agency Inbound Lead Automation.
- Month 5:
- Onboarding & Training
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- 30 days of onboarding and training with some customization
- Price $14997