Effectively manage leads and increase conversions
There are many insurance and brooking platforms in the marketplace including Acturis, SSP and Open GI, to mention but a few. However most systems struggle to effectively manage a lead, prior to the quote stage.
SMILE can take lead data, manage the leads process through to quote and payment. All whilst logging the activity of emails, calls, SMS, tasks and notes.
Lead Management
Whether you’re looking to manage your existing leads, historic enquiry data, quotes from lead generation or optimise all lead activity SMILE can help increase contact rates.
Receive
Via a lead provider, API, manually or purchased via SMILE
Contact
Calls automatically scheduled, logged with VOIP integration for call recording
Activity
All activities; email, SMS and calls logged, accessible to all assigned users
Quote
Convert to the lead to a quote, with minimal data entry
Quotations
SMILE does not aim to replace your broking system, but complement it. Ensuring quotes are sent to consumers in a responsive, compliant and tracked format.
Send
Convert an existing lead, from SMILE, or add the new quotation details
Question
Easily submitted online 24/7, with immediately notification to the user
Decline
Rejected quotes are updated on SMILE as tasked for engagement in 11 months
Accept
Consumer can accept, pay online (card or finance) or arrange offline payment