Close more leads with less work

You’ve been putting all of your time and energy into building a successful business, and you’re starting to see the results. Yet does it still feel like you’re doing a ton of work without much to show for it?

Prospect Suite can help. This set of smart strategies and tools automates many of the prospecting tasks that are tying you down so you can spend more time building relationships and increase your conversion rate. With a more efficient, effective process, you’ll finally have more time for profitable work and family.

Tools and Strategies for Every Stage

Referrals from Centers of Influence (COI)
CAPTURE
Referrals from Centers of Influence (COI)
Make it fast and easy for centers of influence (realtors, loan officers, etc.) to refer clients to you, and instill confidence their referrals will be well taken care of.

Amevian can automatically:

  • Create website landing pages that are customized with each COI’s branding and messaging, and offer options for the quote to be sent to the COI or directly to the prospect.
  • When a lead comes in, immediately create a new contact record, email a thank you note to the COI, notify the agency of the new lead, and request a processor to prepare the quote.
  • Upon quote completion, assign the agent/producer who has the relationship with the COI.
  • Create quick and easy referral tracking reports.
Leads from Open Houses
CAPTURE
Leads from Open Houses
Partner with real estate agents to host lead-generating open houses of their listings.

Amevian can automatically:

  • Create a website landing page where visitors can sign in for the open house.
  • Generate a list of all visitors and their information, which can be shared by the realtor and the agent.
  • Immediately email the prospect an insurance quote for the property featured during the open house, as well as quotes on future homes they visit.
  • Immediately text open house listing details to prospects.
  • Nurture the lead with powerful, customizable email campaigns.
Online Shoppers
CAPTURE
Online Shoppers
Follow up quickly and personally with prospects who request a quote online through a lead provider (QuoteWizard, NetQuote, etc.) or your online ads.

Amevian can automatically:

  • Create a new contact record, notify the agency of the new lead, and request a processor to prepare the quote.
  • Email the prospect an introduction, and gather additional information so you can address their needs when you follow up.
  • Upon quote completion, assign the prospect to a licensed agent for follow-up communication.
  • Nurture the lead with powerful, customizable email campaigns specifically for Internet leads.
  • Test if the lead’s contact information is correct. If not, automatically request a refund from the lead provider (if applicable), or create a workable list to follow up.
Advanced Tracking
CAPTURE
Advanced Tracking
Monitor leads, mine for opportunities, and scale your marketing.

Amevian can automatically:

  • Search leads by any criteria and save searches to your dashboard as workable lists.
  • Track when contacts open an email, click a link, and fill out forms.
  • Provide an entire history of communication and interaction with each prospect.
  • Nurture the lead with powerful, personalized campaigns that span multiple channels (email, phone, Facebook, text, etc.).
Referral Tracking
CAPTURE
Referral Tracking
Track the source of every contact so you know where to focus your time and who to give credit for referrals.

Amevian can automatically:

  • Separate the RESPA-regulated (realtors, loan officers, etc.) vs. non-regulated referrals so you can reward referrals while staying compliant.
  • Create a workable list so you know who to thank and give credit for referrals.
Initial Consultation
FOLLOW UP
Initial Consultation
Ensure no one falls through the cracks and every prospect is quickly contacted about next steps.

Amevian can automatically:

  • Create a new contact record or update an existing contact record, and notify the agency of the new lead.
  • Assign the prospect to staff using round robin or other custom methods.
  • Provide a library of email templates, which you can customize with your own branding and messaging.
  • Schedule the initial call and/or any follow-up calls.
  • Send prospects an appointment confirmation email that includes calendar invitations, along with appropriate reminder emails and/or texts.
  • Integrate your system with GoToMeeting, Webex, or Zoom.
Ongoing Nurturing Campaigns
NURTURE
Ongoing Nurturing Campaigns
Increase your conversion rate by making sure every lead gets timely, personalized follow-up communication.

Amevian can automatically:

  • Build a lead nurturing email campaign with customizable emails, greeting cards, and prompts for phone calls so you can stay top of mind and set yourself apart as a professional.
  • Segment prospects based on their demographics and needs, such as prospects who have shared important dates in their lives, young drivers, senior drivers, drivers who have received citations or been in an accident, and x-dates.
  • Create segmented lists to send targeted, customized campaigns and generate workable lists for follow-up.
Starting at $397* per month + $697 one-time set-up fee

*For up to 3 users. Contact us for pricing for larger teams.