Insurance Company Growth Playbook

This playbook outlines a clear path for growing an insurance business using your CRM. The strategy focuses on four key stages: capturing new leads, converting them into clients, generating positive reviews, and encouraging repeat business.

Capture More Leads

Begin by maximizing your lead capture from existing channels.

• Website SMS Webchat Widget: Install the SMS webchat widget on your company website to instantly engage visitors and capture their contact information.
• Google Business Profile Integration: Connect your Google Business Profile to activate Google Chat, allowing potential clients to message you directly from your business listing.
• Missed-Call Text-Back: Activate the missed-call text-back feature. When someone calls your business and you are unable to answer, the system will automatically send them a text message saying, "Sorry we missed your call - how can we help?"

Nurture Leads into Bookings

Streamline communication to guide leads toward becoming clients.

• Text Snippets: Configure pre-written text snippets for common phrases and links your team frequently uses. This saves time and ensures consistent messaging.
• Conversation AI: Activate the Conversation AI feature. This provides a fully trained, always-available assistant that can conversationally answer questions and help convert leads into booked appointments.

Turn Leads into Sales

Make it simple for clients to complete transactions.

Configure your payment integration to enable several convenient payment methods, including:

• Payment Forms
• Paid Appointment Calendars
• Text-to-Pay
• Tap-to-Pay

Turn Sales into Positive Reviews

Build social proof by systematically requesting feedback.

Configure email and SMS review request templates. This allows your team to quickly and easily send review requests to satisfied customers with the tap of a button.

Turn Sales into Repeat Customers

Maintain relationships to encourage ongoing business.

Configure a newsletter email template. This makes it easy to send out regular communications with company news, policy updates, and promotional offers to your entire contact list.