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Leadbot Service Overview Click any component on the diagram for more information.

Dec 14, 2015

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Barrett Hillers
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Page 1: Leadbot Service Overview Click any component on the diagram for more information.
Page 2: Leadbot Service Overview Click any component on the diagram for more information.

Leadbot Service OverviewClick any component on the diagram for more information.

Page 3: Leadbot Service Overview Click any component on the diagram for more information.

Leadbot Case Study

Challenge: • Increase ROI while maintaining current spending• Streamline sales process to increase control and tracking

What Leadbot Brought To The Table:• Co-Branded marketing materials• Automated follow-up system• XML Distribution into call center dialing software• Daily reporting

Implementation:• 3,200 purchased over the course of 3 months• 1,139 applications generated• 588 applications converted

Total Lead Cost : $57,600.00Total Annual Premium: $405,072.00

Page 4: Leadbot Service Overview Click any component on the diagram for more information.

Why Leadbot?

• Profitable: Proven return on investment.

• Valuable Prospects: Minimum age of 30, face values of $100,000 - $1,000,000+

• Compliant: CAN-SPAM and Do-Not-Call compliant

• Professional: We work every day to stay at the leading edge of the industry and pass innovations and new ideas to our customers first.

Page 5: Leadbot Service Overview Click any component on the diagram for more information.
Page 6: Leadbot Service Overview Click any component on the diagram for more information.

Supplemental Materials

Page 7: Leadbot Service Overview Click any component on the diagram for more information.

Affiliate Programs

• Banner ads, text ads and opt-in email campaigns smooth out volume and geographic consistency

• Ads offer to help consumers save on life insurance - driving additional traffic to Myinsurancequotes.com request forms

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Page 8: Leadbot Service Overview Click any component on the diagram for more information.

Search Engine Optimization

• Organic SEO, paid placement and strategic relationships drive coveted keyword based traffic to the Myinsurancequotes.com website.

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Page 9: Leadbot Service Overview Click any component on the diagram for more information.

Consumer Quote Form

• Consumers who request contact from a professional to receive life insurance quote comparisons.

• 20-24 data fields containing detailed contact information, DOB, height/weight, coverage needs and health comments.

• Consumers are expressly notified they will be receiving a phone call from a life insurance professional.

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Page 10: Leadbot Service Overview Click any component on the diagram for more information.

Consumer Website

• MyInsuranceQuotes.com, is our flagship insurance portal.

• Robust, consumer focused information source for life insurance. Contains product research, coverage need calculators and more.

• Designed to attract qualified prospects, educate, and convert quote requesters via the quote request form.

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Page 11: Leadbot Service Overview Click any component on the diagram for more information.

Outside Website

Web sites owned and operated by select third parties provide Leadbot with additional volume.

All leads acquired in this manner are subject to full quality control for verification.

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Page 12: Leadbot Service Overview Click any component on the diagram for more information.

Area Code and Prefix Scrubbing

By verifying the area code and telephone exchange data (NPA/NXX) with the prospect’s zip code, Leadbot discards a large percentage of invalid submissions prior to distribution.

Landlines and cell phones are also tagged appropriately.

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Page 13: Leadbot Service Overview Click any component on the diagram for more information.

Duplicate Checking

New submissions are automatically compared against those received in the previous thirty days and duplicates are discarded.

Exclusive leads stay exclusive.Click Diagram to

Return to Presentation

Page 14: Leadbot Service Overview Click any component on the diagram for more information.

Automated Tele-verification

Automated telephone calls placed to prospects prior to lead distribution steeply reduce or eliminate:

– Telephone numbers not in service– Telephone numbers which do not

connect– Facsimile/pager signals– Fast-busy signals

In addition, this process allows answering prospects to confirm their opt-in status or opt-out in real time.

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Page 15: Leadbot Service Overview Click any component on the diagram for more information.

Keyword Scrubbing

All submissions are subjected to our extensive filters for profanity, repeat characters and missing information fields.

Submissions deemed invalid are discarded.

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Page 16: Leadbot Service Overview Click any component on the diagram for more information.

Height and Weight Scrubbing

Unisex parameters:

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Ft In Weight Ft In Weight

4 10 185 5 11 272

4 11 193 6 0 280

5 0 200 6 1 288

5 1 206 6 2 296

5 2 213 6 3 304

5 3 219 6 4 312

5 4 226 6 5 319

5 5 233 6 6 328

5 6 239 6 7 336

5 7 246 6 8 344

5 8 252 6 9 352

5 9 259 6 10 360

5 10 265 6 11 368

Page 17: Leadbot Service Overview Click any component on the diagram for more information.

Direct Post to Client DB/CRM System

Available formats:• XML via HTTP• Form POST via HTTP• CSV Flat File• TSV Flat File• MS Word• MS Excel• Plain Text E-Mail• HTML E-Mail

Custom formats and integration services are also available.

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Page 18: Leadbot Service Overview Click any component on the diagram for more information.

Private Label Prospect Messaging

By default Leadbot introduces all producers to prospects via email.

Customization of this introduction with content from the producer is available and encouraged.

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Page 19: Leadbot Service Overview Click any component on the diagram for more information.

Leadbot Alert™ Message Tracking

Each prospect receives an email introducing the producer or company that will be calling.

When the prospect opens that email, the producer is notified in real time; contact ratios benefit.

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Page 20: Leadbot Service Overview Click any component on the diagram for more information.

Order Management and Reporting Tools

Please visit our online demonstration module by visiting http://www.leadbot.com and logging in:

Username: [email protected]: test

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