Never Waste a Lead with AvidTrak: Revolutionizing Insurance Sales in North America

The Challenge of Competing for High-Value Leads

The insurance industry, with its varied sectors including automotive, motorcycle, recreational boat, business, and life insurance, faces intense competition in the USA and Canada. In a market flooded with options, securing new clients for small insurance agencies as well as large corporate sales teams can be a daunting task. And with most insurance companies that operate locally, the battle for leads intensifies. At AvidTrak, we understand the urgency of immediately addressing these valuable leads to prevent potential customers from exploring other options.

Lead Prioritization and Routing with AvidTrak

Our state-of-the-art Call Tracking and Contact Center Product is built from the ground up to ensure that no lead is wasted. Equipped with advanced call routing features, AvidTrak can seamlessly route leads during business hours and after hours, including holidays. The calls can be directed to attendants who can promptly address customer inquiries and schedule appointments.

AvidTrak’s call routing feature goes a step further. Using the caller’s zip code, it can match the potential client with the nearest insurer and service provider. It allows for an immediate and personalized connection between the client and the service provider, boosting the likelihood of securing the lead. If a zip code doesn’t match with any insurance office, our system promptly notifies the marketing team, providing them with valuable data to expand services.

Effective Spam and ROBO Call Blocking

In an age where SPAM and ROBO calls wreak havoc on productivity, AvidTrak serves as your company’s first line of defense. With our ROBO and Spam Call blocking feature as a standard addition, businesses can save hundreds of valuable hours each month, enhancing productivity and allowing you to focus to stay on converting valuable leads into profitable clients.

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Optimizing Ad Spend and Maximizing Profit

Understanding the efficiency of ad spend and recognizing what brings the most profitable calls is key for any marketer. AvidTrak’s product helps identify which keywords, ads, landing pages, and ad placements are generating these calls. By reporting phone call conversions directly into demand generation platforms such as Google Ads, Bing Ad Center, Google Analytics, and Google Data Studio, our product enables the marketer to bid for cost per acquisition, thereby predicting and spending marketing dollars efficiently.

Comprehensive Lead Data and Reporting

Our Call Tracking and Contact Center Product offers a complete snapshot of a lead’s journey: the source (Google/Bing Search, Organic, social media, email marketing, or Print), ad campaign, keyword, caller’s location, date and time of call, call duration, call recording, and IP address. It even checks whether the call was promptly addressed by office staff and if the lead converted into a new client booking.

We offer detailed hourly, daily, weekly, and monthly reports, on demand or scheduled, with data storage for up to 24 months. This allows users to create trend reports to gauge marketing campaign efficiency and lead closure rates, thereby establishing ROI trends.

Leveraging AI to Boost Sales

Using Natural Language Processing AI, AvidTrak identifies spoken keywords signaling intent to purchase. By automatically transcribing calls and hunting for these keywords, our system can alert users to intensively follow up on leads showing high purchase intent. It empowers marketers to tailor ads, optimize website assets, and coach telephone agents on language usage to boost the sales closure rate.

CRM Integration

Our software integrates with popular CRM platforms like Salesforce, HubSpot, and Zoho, allowing users to report revenue and tie back marketing spend directly into their CRM of choice.

Exceptional Support and Cost-Effectiveness

We are proud to offer a no-obligation free trial and full onboarding support at no extra cost. Our exceptional product support stands unparalleled, without the burden of extra fees unlike our competitors. With a decade-long presence in the industry, thousands of clients using our product daily, and competitive pricing, we offer comprehensive features matching our competitors, but at half the price.

In summary, AvidTrak’s Call Tracking and Contact Center Product is an indispensable tool for the insurance industry. It offers a strategic advantage in the intense battle for high-value leads, optimizing ROI on ad spend, and ultimately driving success.