direct mail / email - constant...
TRANSCRIPT
Direct Mail / Email
Program Information
Prospecting Campaigns
Leads for 2017 Marketing Blueprint prospecting campaigns will be provided by DataLab, our data
vendor.
DataLab will select and mail prospects with a higher likelihood to request a quote and result in a
sale of one or more Allstate policies. Criteria includes over 2,000 demographic variables, such as
age, address type, marital status, occupation type, home value, etc.
Campaign performance is monitored and criteria will be continually updated based on the
performance of recently completed campaigns.
Each month the mail file will be rank ordered based on the likelihood of each prospect to respond
to direct mail. The top prospects (depending on enrollment preferences) in the file will be
selected to receive a prospecting mailer.
The creative that is used (Auto or Home) will depend on the prospects in the file and the best
creative for them. It is possible that on a monthly basis you could have all Auto mailed and no
Home (or vice versa) or a combination of both Auto and Home.
Cross-Sell & Retention Campaigns
Leads for all Customer Cross-Sell and Retention campaigns will be provided by Allstate Marketing
Operations (MOPS).
Please see below for audit criteria by campaign type.
Seed Letters
All direct mail campaigns will receive seed letters.
For prospecting, these letters will include agency signature and phone number.
For customer, these letters will have the agency phone number listed as 999-999-9999. This is not
how these will print when being mailed to customers.
Direct Mail & Email Scrubbing
For all pure prospecting Direct Mail/Email campaigns, Allstate Marketing Operations (MOPS)
scrubs against Allstate DNC, Federal DNC, and Litigator source code.
For customer campaigns (e.g. Life Cross-Sell), Allstate Marketing Operations (MOPS) scrubs
against Allstate DNC and Litigator Lists only.
No additional scrubbing is required for any Blueprint Direct Mail/Email campaign lists.
Direct Mail / Email
Agent Information & My Profile
Agent Information
The agent information in My Profile is exactly what will be printed on direct mail.
This information is populated from the Agency Website Management Tool (AWM).
Ensure information on AWM is up-to-date!
Customer friendly First and Last name are editable!
Prospecting Phone Number
You can include a different phone number for prospecting direct mail pieces.
If populated, this number will be printed in lieu of office phone on prospecting mail.
Office phone will still print on customer direct mail (ensure AWM is up-to-date!).
Photo & Signature
Note: Your photo from Brand Muscle (if available) will be included in direct
mail/email campaigns. Your photo will not be pulled from your Allstate website.
To opt out of including your photo, please click the drop-down in the top
right corner of the Blueprint site, select “My Profile,” and uncheck the box that
says “Include Photo in Direct Mail/Email Campaigns.” For more information,
please email [email protected].
Note: Your scanned personal signature from TaG (if available) will be included
in direct mail/email campaigns. To opt out of including your signature, please
click the drop-down in the top right corner of the Blueprint site, select “My
Profile,” and uncheck the box that says “Include My Scanned Personal
Signature on Direct Mail Campaigns.” For more information, please email
Direct Mail / Email
Agent can use a
different number
for prospecting
direct mail pieces
For vendors only.
Not printed on
Direct Mail or
Email.
Pulls from AWM
Editable for 2017
annual
Pulls from AWM
Defaults to being
included. Pulls
photo from
BrandMuscle.
Checkbox for agent
signature to be
included for 2017
annual enrollment.
Direct Mail / Email
Prospecting Direct Mail Campaigns
Auto/Home
o Monthly drops, January – November
o 250 or 500 mailings per drop
o Criteria includes over 2,000 demographic variables, such as age, address type, marital
status, occupation type, home value, etc.
Condo
o May, July and September drops
o Up to 200 mailings per drop
o This direct mail campaign targets prospects who are likely condo owners and who do
not currently have Allstate condo insurance
Motorcycle
o February, April and June drops
o Up to 300 mailings per drop
o This direct mail campaign targets prospects who are likely motorcycle owners and
who do not currently have Allstate motorcycle insurance
Boat
o March, May & August drops
o Up to 200 mailings per drop
o This direct mail campaign targets prospects who are likely boat owners and who do
not currently have Allstate boat insurance
Renters
o August drop
o Up to 300 mailings per drop
o This direct mail campaign targets prospects who are likely renters and who do not
currently have Allstate renters insurance
Centralized Auto First Quote and Centralized Home First Quote
o First Quote processes auto & home prospecting quotes and
automatically sends the quotes for direct mail printing and
mailing
o Criteria is determined by the Region
Centralized Auto ReQuote and Centralized Home ReQuote
o ReQuote processes Alliance "saved" auto & home quotes
o Criteria is determined by the Region
Cross-Sell Direct Mail Campaigns
Life
o September drop
o Up to 500 mailings per drop
o Ages 25-45
o Multiline or Financial only
o No presence of a Life product
Direct Mail / Email
Cross-Sell Email Campaigns
Retirement – free!
o March drop
o Unlimited quantity
o This campaign targets customers ages 27-70 that are Monoline Auto, Home or
Life, or are multiline customers with no financial
o Email will vary depending on the age range of customers – see creative here
College Planning – free!
o May drop
o Unlimited quantity
o Monoline Auto, Monoline Property, Multiline, Monoline Life or Monoline Financial
o 25-50 years of age
o Presence of children
o Email address present
o See creative here
Long-Term Care – free!
o June drop
o Unlimited quantity
o Monoline Auto, Monoline Property, Multiline, Monoline Life or Monoline
Financial
o 51-70 years of age
o Email address present
o See creative here
Quarterly Market Review – $40
o Quarterly drop
o Unlimited quantity
o Multiline home and auto, monoline life/financial, have presence of PUP or are
monoline landlord
o Two versions will be sent, one to customers ages 27-45 and another to customers
46-65
Retention & Loyalty Direct Mail Campaigns
New Household Referral Mailer – $0.34 Blueprint Price / $0.17 Agent Price
o Weekly drop (January–December) 30 days into new customer relationship
o Unlimited quantity
o This campaign targets new to Allstate customers
o Allstate annual enrollment co-investment: 50% (price varies by
volume)
Note: We are continually re-evaluating the success of these campaigns. Available volumes are driven by
lead performance.
Lead Management
Contact Info | [email protected] | 419.841.8800
Overview Blitz allows you to close more deals with referrals, leads, clients and past clients (winbacks) by eliminating
manual follow-up activities. Once a contact becomes sold within Blitz, the lead can be transferred to
eAgent automatically for policy management. Leads can come from websites, mobile devices,
spreadsheets, lead providers or manual entry. Blitz's fully featured system includes integration with VOIP
providers, lead vendors, CallFire (auto-dialer), automated drip emails, and simple lead tracking features
and reports.
*Blitz requires a minimum, two-seat purchase. Any seats over six are fully-funded by the agent at $30/seat/month.
What Can I Expect? Increased sales by allowing the software to keep you organized and focused on the sales process
Great customer service to help you setup your lead sources, quoting systems, VOIP and more in Blitz
All-In-One system that connects you to eAgent, VOIP, Lead Vendors, Quoters and more
Benefits to my Agency Automate sales follow-up through email
Automatically schedule tasks for staff
Initiate automatic re-quoting
Integration with a number of approved vendors
o eAgent (Blitz transfers lead and history into eAgent)
o VOIP (e.g. Lightspeed, Fonality, Vonage, 8x8)
o Auto-Dialers (e.g. CallFire) & Quoting Systems
o Internet and Telemarketing Vendors (e.g. All Web Leads, ALM, QuoteWizard, HBW Leads, etc.)
Description Blueprint Negotiated
Price Agent Blueprint Price
Blitz (2017 Subscription, 2 seat
purchase) $720 $360
Blitz (2017 Subscription, 3 seat
purchase) $1,080 $540
Blitz (2017 Subscription, 4 seat
purchase) $1,440 $720
Blitz (2017 Subscription, 5 seat
purchase) $1,800 $900
Blitz (2017 Subscription, 6 seat
purchase) $2,160 $1,080
Lead Management
Best Practices The two best options with Blitz are our workflow automation and web forms. We have follow-up plans
that can be enabled for your agency such as:
o New Referrals and Leads (automatic follow-up) and referral generation
o Quoted Leads/Customers automation follow-up
o X-Date automation follow-up and X-Date Cross-sell automation follow-up
o Winback workflows (automatic winback follow-up)
Additional Resources Webinars: https://www.nowblitz.com/webinars/
Help and Support Center (Videos): https://blitz.zendesk.com
Speed Dialer
Contact Info | [email protected] | 877.897.3473
Overview CallFire is your Allstate approved dialing software solution. With CallFire, you will efficiently contact
prospects and customers, helping grow your business by boosting effectiveness on the phones, for a
fraction of the cost of other non-approved, non-compliant dialing solutions. Our flexible web-based
solution means there is no software to install. Manage your account and make calls from anywhere with
an internet connected computer and any phone – VoIP, landline, even a mobile phone.
What Can I Expect? Call Center Dialer: Rapidly dial through your list of contacts as CallFire skips busy, no answer, and
disconnected numbers.
o Live answers and answering machines connect instantly – no “telemarketing” pause or delay.
o No limit to the number of campaigns running dials simultaneously.
o No limit to the number of your agents actively logged in to the dialer.
Voice Broadcast (“robocalling”): Included in your Blueprint subscription at no extra cost. Use is
limited to Allstate approved CAT alerts and notifications; Allstate Marketing reviews all prerecorded
messages for compliance prior to sending.
Benefits to my Agency Robust data collection helps you see how agents and campaigns are performing. Record calls, track results, display custom agent scripts, collect customer responses and export call
records for analysis.
Built-in Allstate DNC list scrubbing keeps your campaigns current.
Best Practices Consistency is key: dedicate time daily or weekly for your outbound dialing.
Perform follow up calls for mailings, renewals, saved quotes and requotes, policy delivery and more.
Work every opportunity: Use Call Results and contact responses to easily create subset campaigns for
re-calling.
Additional Resources New to CallFire? Watch our demo to learn about the agent dialing experience:
o Note: In support of compliance requirements, features referenced may not be available foragent use, including SmartDrop and Skip.
Create your account and register for our weekly Allstate webinar, offered Thursdays at 10am Pacific. Blitz Lead Manager user? Enjoy the simple convenience of CallFire’s dialer integrated into the Blitz
platform.
Description Agent Blueprint Price
Callfire
(2017 subscription, unlimited credits) $840
Speed Dialer
Call Data Summary – sample chart
Agent Activity Overview – sample chart
Centralized First Quote
Contact Info | [email protected] | 800.527.9395 | Live Chat: www.quoteburst.com
Overview Centralized First Quote is a completely turn-key solution that automatically processes, prints and mails quotes on your behalf. This program integrates with Alliance and Blitz and is available for Auto First Quotes and Home First Quotes.
What Can I Expect? Runs automatically – no action required on part of agent.
Quote preferences are set by your region.
Mailings will drop bi-monthly.
Agents may select from volumes offered and only pay for what is actually mailed.
All leads for this program are provided by DataLab.
Benefits to my Agency Reliability: Quoting automatically runs each month with no effort from you or your team.
Increased Quote Volume: It runs in addition to all efforts in your office so you have more activity.
Loads to Blitz: Quotes are automatically loaded to Blitz so you can follow up.
Best Practices Start follow-up calls beginning a week after the drop date.
Additional Resources Visit www.quoteburst.com to view videos, job aids, webinars and chat with a live representative.
Description Blueprint Negotiated
Price
Agent Blueprint
Price
Auto First Quote
Up to 250 mailings per month, bi-monthly (Jan, Mar, May, July, Sept, Nov)
$825 $405
Up to 500 mailings per month, bi-monthly (Jan, Mar, May, July, Sept, Nov; 250 per month co-funded 50%)
$1,650 $1,230
Home First Quote
Up to 250 mailings per month, bi-monthly in off months from Auto (Feb, Apr, June, Aug, Oct, Dec)
$795 $405
Up to 500 mailings per month, bi-monthly in off months from Auto (Feb, Apr, June, Aug, Oct, Dec; 250 per month co-funded 50%)
$1,590 $1,200
Centralized Quote and Email for
Internet Leads
Contact Info | [email protected] | 800.527.9395 | Live Chat: www.quoteburst.com
Overview Centralized Internet Quote and Email is a completely turnkey solution that immediately quotes and emails
internet leads on your behalf. This program runs instantly upon receiving an internet lead and integrates
with Alliance, eAgent, and Blitz.
What Can I Expect? Accepts leads from ALL internet lead providers
Complete turnkey solution – no work, no dedicated computer and no software installation needed
Set your own default parameters
Benefits to my Agency Quotes are instantly emailed to the customer (Cc: you, the agent) and saved in Alliance
If you use a CRM (eAgent, Blitz, etc.) your quote is automatically loaded into that system
FAQ Do I need to set this up on a computer? No. Quotes will be processed on your behalf and provided to
you instantly, so there is no desktop application to load or maintain.
How quickly does it quote? Instantly. Once an internet lead is received, within seconds it begins the
quote process. Alliance typically takes 1-2 minutes to complete a quote so once it is done, emails are sent
and the quote is saved.
Does the quote come from me, the agent? Yes. The email is written from you and sent from your
email address so any replies will come directly to you.
Best Practices Call the prospect by phone to ask if they received your email. By quickly following-up, you
significantly increase the likelihood of closing the sale.
Additional Resources Visit www.quoteburst.com to view videos, job aids, webinars and chat with a live representative.
Description Agent Blueprint Price
Quoteburst Internet Lead Quoting (2017
subscription) $96
Centralized ReQuote
Contact Info | [email protected] | 800.527.9395 | Live Chat: www.quoteburst.com
Overview Centralized Requote is a completely turnkey solution that automatically requotes, prints and mails quotes on your behalf. This program integrates with Alliance and Blitz, and is available for Auto Requotes and Home Requotes.
What Can I Expect? Runs automatically – Nothing required on part of the agent
Quote preferences are set by your region
Mailings will drop monthly
Agents may select from volumes offered and only pay for what is actually mailed
Description Blueprint
Negotiated Price Agent Blueprint Price
Auto Requote
Up to 250 mailings per month
(January-December) $1,230 $600
Up to 500 mailings per month
(January-December; 250 per month
co-funded 50%)
$2,460 $1,830
Up to 1,000 mailings per month
(January-December; 250 per month
co-funded 50%)
$4,920 $4,290
Up to 2,000 mailings per month
(January-December; 250 per month
co-funded 50%)
$9,840 $9,210
Home Requote
Up to 250 mailings per month
(January-December) $1,260 $630
Up to 500 mailings per month
(January-December; 250 per month
co-funded 50%)
$2,520 $1,890
Up to 1,000 mailings per month
(January-December; 250 per month
co-funded 50%)
$5,040 $4,410
Centralized ReQuote
Benefits to my Agency Reliability: Quoting automatically runs each month with no effort from you or your team
Increased Quote Volume: It runs in addition to all efforts in your office so you have more activity
Loads to Blitz: Quotes are automatically loaded to Blitz so you can follow up
Best Practices Start follow-up calls within a week of the drop date
Additional Resources Visit www.quoteburst.com to view videos, job aids, webinars and chat with a live representative
Outbound Telemarketing - HBW
Contact Info | [email protected] | 866.473.5323 | www.hbwleads.com
Overview HBW Leads, LLC was established in 2005 by insurance agents. The goal was to create telemarketed leads
interested in receiving a comparison quote. All calls are recorded and a quality assurance staff grades the
accuracy of the lead to ensure the highest quality. Marketing to target zip codes for auto provides agents
with a fresh list of favorable respondents. Let HBW help identify new clients ready to join the Good Hands
Family.
What Can I Expect? Prospects meeting basic qualifications are sent to your agency via email, expecting a return call
from your agency within 1‐2 business days. Note: Prior to sending leads to your agency, they
undergo a review by HBW’s quality assurance department.
Telemarketers also gather interest from auto prospects about home, life and renters insurance,
which can lead to multiline sales.
One of the main determination of how many leads you will receive is based on the market that we
have to call. If you want more leads in a week than what you are currently getting, you will need to
expand your market to allow for more leads to be generated.
Benefits to my Agency HBW has bilingual marketers to help expand into the Spanish speaking demographic.
If agency owners are not satisfied with a lead, a credit can be requested.
HBW Leads also integrates with:
o Velocify
o AgencyIQ
o Blitz
o Robo-Agent
o Quote Burst
o Dial Your Leads
Best Practices Establish proper follow-up processes with staff to ensure prospects receive a call within the expected
1-2 business days.
Review callback scripts and become familiar with the best practices and techniques provided.
Description Blueprint Negotiated
Price
Agent Blueprint
Price
HBW (2017 Auto: Next Day Email
Delivery, 120 Leads) $2,400 $1,800
HBW (2017 Home: Next Day Email
Delivery, 60 Leads) $1,560 $1,170
Paid Digital Media Bundle
Contact Info | 800.275.3053 Option 3 | [email protected]
Overview The Media Center is a team of knowledgeable advertising specialists who are available to you for media
planning and placement assistance. You can work one-on-one with a Local Marketing Specialist to
enhance your digital marketing presence via paid online advertising. Digital advertising can help you
reach who you want, where you want to reach them. Please note that these are three month programs.
What Can I Expect? All digital media bundles will be geo-targeted and customized for each agent based on their desired
target audience, demographics, business goals and creative needs.
Facebook Newsfeed Advertising + Targeted Display: Total Value - $4,500
Offering Details: Build your community presence with a broader audience while
they engage on social media AND target key audiences with
your message while they browse the web on desktop and mobile
devices.
Estimated Impressions per month 300,000
Duration 3 months
Total estimated impressions 900,000
Agent Blueprint Price $2,250
Description
Blueprint
Negotiated
Price
Agent Blueprint
Price
Digital Media Bundle 2017 (Facebook Newsfeed
Advertising) $3,000 $1,500
$4,500 $2,250
$6,000 $3,000
Facebook Newsfeed Advertising: Total Value - $3,000
Offering Details: Build your community presence with a broader audience while
they engage on social media.
Estimated Impressions per month 200,000
Duration 3 months
Total estimated impressions 600,000
Agent Blueprint Price $1,500
Paid Digital Media Bundle
Facebook Newsfeed Advertising + Targeted Display + Retargeting: Total Value - $6,000
Tactics Facebook Newsfeed Advertising: Build your community
presence with a broader audience while they engage on social
media AND target key audiences with your message while they
browse the web on desktop and mobile devices. Plus, stay top-
of-mind with interested consumers by displaying your message
to users who have previously clicked your ads.
Impressions per month 400,000
Duration 3 months
Total estimated impressions 1,200,000
Agent Blueprint Price $3,000
Benefits to my Agency All packages include a personal media consultant, a baseline paid digital presence and enhanced
monthly analytics to measure the campaign’s performance.
Paid digital advertising is a great way to complement the work you do with the Digital Optimization
Team to fully maximize your digital presence.
Best Practices Contact the Media Center early in the year to hit the ground running with your local advertising! Agents
who get the team involved in their efforts early find the most success.
Additional Resources Digital Marketing Stats
Targeting: Placing ads based on demographics and the consumers’ behavior
Retargeting: Online advertising targeted to consumers based on their previous internet actions
Impressions: Number of times an ad is displayed (does not mean someone saw the ad)
Engagement Rate: Percentage of interactions per impression
Reach: Number of unique views of your ad (Lower than impressions because ad can be shown to
a person multiple times)
Visitors: Number of unique visitors who ended up on your site from clicking banner ad
Conversions: Number of desired actions completed by visitors to your site
Conversion Rate: Percentage of visits that resulted in the desired conversion actions
Real Estate Networking Toolkit 2017
Contact Info | [email protected]
Overview This Real Estate Networking Toolkit provides the materials you need to build and maintain local
relationships with realtors, mortgage brokers, property managers, AND their home buyer clients. New for
2017: support materials for outreach property managers to help you grow your renters business. The
outreach materials in this kit are customized with your agency information but they allow for additional
personalization and multiple touch points. Personalized agency info on materials is pulled from your
default profile on POD. Prior to ordering, make sure your default profile is up-to-date.
Description Blueprint Negotiated
Price
Agent Blueprint
Price
Real Estate Networking 2017
Toolkit – box of personalized outreach
materials & guide booklet
$50 $25
What Can I Expect? Guide booklet with 4-step networking process
Gateway Content Hub with tips for getting started, how to be a local trusted advisor, how to develop
an online presence, agent best practices, agency process library videos, online content for agent
networking, and eMTO
Follow-up, thank you, and touch-base postcards (300)
Holiday cards and envelopes (50)
Brochures to leave behind for home buyers and renters (200)
Moving tips cards to leave behind for customers (200)
Shipment Information: Toolkit will be shipped to your agency in April 2017.
Benefits to my Agency Grow your local network as a way to increase referrals for your property line of business
Allows you to establish yourself in the community as the go-to agent.
Best Practices A good best practice that can be implemented to help enhance the effectiveness of this program is to
have a person on your team dedicated to tracking touch points with other local businesses
Another best practice is to familiarize yourself with the kit materials in order to maximize your use and
your community outreach
Best practices will be updated periodically on the Gateway Content Hub.
Real Estate Networking Toolkit 2017
Additional Resources These materials are not available through other channels, but agents who order the toolkit will be
granted access to re-order materials on MOD/POD
Guide booklet includes suggested messages to handwrite on the postcards before you send them out.
Post Cards
1) Thank You
2) Touch Base
3) Holiday
4) Follow Up
1) Follows a phone or in-person
conversation as a “thank you” for their
time and consideration
2) Provides an opportunity to maintain
the relationship with a friendly and
entertaining note
3) Leverages seasonality with a “Happy
Holidays” from the agent & agency
staff
4) Serves as a reminder of the
partnership proposal with the intent to
schedule a conversation with the
realtor/mortgage broker/property
manager
Real Estate Networking Toolkit 2017
Self Mailers:
5) To
Realtors
and
Mortgage
Brokers
6) To
Property
Managers
5) Initiates the conversation in a friendly
way by showcasing the value that you
could bring and any client referrals
including local service and
dependability for them and their
clients
6) Initiates the conversation in a friendly
way by demonstrating the protection
that you could provide for the property
manager and their renters.
Brochures/Tips
7) Homeowners Brochure
7) Describes your value as an Allstate
Agent and why it makes sense to
contact you for their household
protection needs during this time of
transition
Real Estate Networking Toolkit 2017
8) Moving Tips Card
9)Renters Brochure
10) Renters door hanger
8) Showcases your value & knowledge as
a local Allstate Agent by compiling a
helpful “tip card” for new home buyers
on making sure their belongings are
covered during their move
9) Describes your value as a local Allstate
Agent and why it makes sense for
customers to contact you for their
household protection needs during
this time of transition in their life
10) Agent gives to property manager, who
passes on to clients/prospects
Lead Generation
Contact Info | [email protected] | 888-870-5117
Overview Salesgenie is the easiest and quickest way to find new customers and will provide you with access to the
largest and most comprehensive Business and Consumer databases in the nation. In 2017 you will also
have the ability to target Automobile prospects with VIN #’s. We want you to spend less time using our
product so you can focus on what you do best. You know who your best customers are, we are simply
here to help you find them and you’ll soon be driving new sales for your agency!
What Can I Expect? Unlimited download access to every business (ABI) and consumer (homeowners, renters, and more) in
the U.S.
Unlimited automobile information with VIN #’s
Benefits to my Agency Use your time more efficiently to grow your book of business
Improve sales pipeline with targeted leads that have a higher probability to respond and close the
sale
Control marketing costs as opposed to paying on a per name basis
Pinpoint neighboring prospects of your current customers with integrated Google mapping
Integrate with QuoteBurst, Blitz, RoboAgent and Callfire for seamless data transfer
Best Practices With our dedicated team of Allstate Salesgenie specialists we can assist you in any training needs and
choosing the right leads
Do not hesitate to contact us and leverage our expertise so you can get the most out your time and
increase ROI
Additional Resources Ask us about training materials, weekly live webinars, or set up a one-on-one training with one of our
experts
Also, please visit our Allstate Salesgenie site www.salesgenie.com/allstate where you can find more
information on how to best utilize our service and meet our dedicated support team
Description Blueprint Negotiated
Price
Agent Blueprint
Price
$678 $508.50
Outbound Telemarketing
Contact Info | [email protected] | 800.255.2717 | www.trytri.com
Overview TRI Marketing has professionally trained telemarketers cold call prospects on your behalf to offer a free
comparison quote on Auto/Home Insurance. TRI can either email the information to your agency or live
transfer the prospect while they are on the phone.
What Can I Expect? Next Day Email Lead Delivery – 120 Auto Leads
Agency owners select counties/area codes/zip codes or provide prospecting lists/audits to TRI.
Prospects that meet basic qualifications are sent to your office the next business day via email and
expect a call from the agent within 1-2 business days.
Auto lead-in script with homeowner info at no additional cost, if consumer is interested in a property
quote.
Leads are guaranteed for interest, if you are not able to provide a quote due to lack of interest from
the prospect, you have 30 days from the date of the lead to return it for replacement.
Live Transfer Lead Delivery – 60 Live Transfers
Agency owners select counties/area codes/zip codes or provide prospecting lists/audits to TRI.
Prospects that meet basic qualifications are transferred directly to your office.
Agents set preferred calling schedule.
TRI will email you the contact information for each prospect transferred to the agency.
If you are not available to receive the live call within 2 attempts, TRI will send the lead information via
email within 1 hour. The prospect is expecting a call back from the agent.
Next Day Email Lead Delivery – 60 Home Leads
Agency owners select counties/area codes/zip codes or provide prospecting lists/audits to TRI.
Prospects that meet basic qualifications are sent to your office the next business day via email and
expect a call from the agent within 1-2 business days.
Leads are guaranteed for interest, if you are not able to provide a quote due to lack of interest from
the prospect, you have 30 days from the date of the lead to return it for replacement.
Description Blueprint Negotiated
Price
Agent Blueprint
Price
TRI (Auto: Next Day Email Delivery,
120 leads) $2,640 $1,980
$1,560 $1,170
$1,560 $1,170
Outbound Telemarketing
Benefits to my Agency Next Day Email Lead Delivery – Auto/Home If you are unable to quote a lead from TRI due to lack of interest by the prospect, the lead will be
replaced.
The leads are exclusive to one agent for 3 years.
TRI representatives spend an average of 10 minutes gathering info on the agent’s behalf. In turn the prospects are more receptive to an agent calling back to give them a free quote.
Live Transfer Lead Delivery - Auto Prospects are transferred directly to your office.
84% of the prospects transferred to your agency are guaranteed to be interested in a quote.
Transfer prospects are exclusive to one agent for 3 years.
Best Practices Next Day Email Lead Delivery – Auto/Home TRI’s national closing average on the Next Day Email Delivery Auto/Home leads is 10% to 12%. The
closing average increases as the agent continues to work the leads, some agents experience a closing average of 20% or more!
Live Transfer Lead Delivery - Auto We advise that the agency has more than one licensed staff available in the event that we transfer
multiple calls to the office at one time.
If you are not able or staffed for a scheduled time/day, just contact TRI to cancel the call session.