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

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Presentation on theme: "Leadbot Service Overview Click any component on the diagram for more information."— Presentation transcript:

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

3 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, Total Annual Premium:$405,072.00

4 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.

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6 Supplemental Materials

7 Affiliate Programs Banner ads, text ads and opt-in campaigns smooth out volume and geographic consistency Ads offer to help consumers save on life insurance - driving additional traffic to Myinsurancequotes.com request forms Click Diagram to Return to Presentation

8 Search Engine Optimization Organic SEO, paid placement and strategic relationships drive coveted keyword based traffic to the Myinsurancequotes.com website. Click Diagram to Return to Presentation

9 Consumer Quote Form Consumers who request contact from a professional to receive life insurance quote comparisons 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. Click Diagram to Return to Presentation

10 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. Click Diagram to Return to Presentation

11 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. Click Diagram to Return to Presentation

12 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. Click Diagram to Return to Presentation

13 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

14 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. Click Diagram to Return to Presentation

15 Keyword Scrubbing All submissions are subjected to our extensive filters for profanity, repeat characters and missing information fields. Submissions deemed invalid are discarded. Click Diagram to Return to Presentation

16 Height and Weight Scrubbing Unisex parameters: Click Diagram to Return to Presentation FtInWeight FtInWeight

17 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 HTML Custom formats and integration services are also available. Click Diagram to Return to Presentation

18 Private Label Prospect Messaging By default Leadbot introduces all producers to prospects via . Customization of this introduction with content from the producer is available and encouraged. Click Diagram to Return to Presentation

19 Leadbot Alert™ Message Tracking Each prospect receives an introducing the producer or company that will be calling. When the prospect opens that , the producer is notified in real time; contact ratios benefit. Click Diagram to Return to Presentation

20 Order Management and Reporting Tools Please visit our online demonstration module by visiting and logging in: Username: Password: test Click Diagram to Return to Presentation


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