Insurance Lead Management
Close more deals in less time
Agents from the top companies trust Pluto, from scratch agencies to national brands
WHAT IS...
Insurance Lead Management Software?
Effective lead management is essential for the success of an insurance agency. Each lead requires personalized attention and a strategic approach to convert prospects into clients.
Top-notch sales lead management tools incorporate features like automated outreach and sales pipelines. This keeps producers organized and focused on the most promising opportunities.
Insurance Lead ManagementFeatures
Check out some of our most popular features
Insurance Landing Pages
Pluto offers a built-in insurance landing page builder that’s intuitive and easy to use. If you can click and drag, you can create your very own pages – without the help of a web designer.
Landing pages can be used to capture new prospects interested in doing business with your agency.
To make life easier we’ve loaded Pluto with professional, pre-built templates you can launch right away.
Benefits:
- Click & drag design
- Customizable
- Pre-built templates
Insurance Lead Forms
Lead forms allow you to collect the info you need from potential insurance prospects. Whether you’re driving consumers to your website, facebook ad, or landing page you need a way to capture the lead.Â
Pluto offers customizable click and drag insurance forms that you can create in minutes. These forms can then be used whereever you like…add to your website, share them via a link on social media, or use them internally.
All leads will automatically be imported into Pluto when a prospect fills it out.Â
Benefits:
- Pre-built form templates
- Customizable
- Share and embed anywhere
Omni-Channel Inbox
Pluto makes it easy to communicate back and forth with prospects and clients. We’ll keep all your conversations organized in one central inbox regardless of the communication medium.
Benefits:
- Multi-line dialer - up to 10 lines
- Call scripts
- Call recording (optional)
- Outcome based automations
- Text messages
- Calls & recordings
Insurance Sales Dialer
When you implement a sales dialer into your agency, you’re setting your team up for success. You’ll quickly see an uptick in live phone conversations and enhanced outbound productivity.
Benefits:
- Multi-line dialer - up to 10 lines
- Call scripts
- Call recording (optional)
- Outcome based automations
Insurance Lead
Management FAQ
Can Pluto track progress towards a Sales Goal?
Of course! Once a goal is set, Pluto will automatically track an agent’s progress toward that goal. Each morning when your agent comes in they’ll see a clear breakdown of their goal, their current progress, and where they need to finish the day to stay on pace.Â
Can I track how my producers stack up against each other?
Yes. Pluto gives you the ability to track the performance of each producer and also how they stack up against others in the agency.
Can I track my teams outbound activity?
Yes. We make it easy to track all outbound activity like the number of emails or texts sent in a month, the number of phone calls made or received, and more.
Can I export my reports?
Yes. You can view the reports inside your Pluto account or export them as either a CSV or PDF.
Can I track sales per line of business?
Yes. You can track sales per line of business broken down by both premium and policy count.
CRM
Create an insurance landing page in a few clicks.
Pipelines
Organize your deals and service requests with pipelines
Lead Management
Manage all your leads in one software platform
Goals & Reporting
Monitor your team's performance and keep them motivated
Automation
Simplify workflows and increase output with automation
Unified Inbox
Organize all your conversations in one centralized inbox
Integrations
Seamless integrations via Zapier and and open API
Calendar
Stay organized and take control of your day with Pluto
Circle Prospecting
Dominate your local market and generate leads on demand
Forms & Surveys
Gather data, generate leads, get feedback, and more
Phone & Dialer
A fully integrated phone system built inside of Pluto
Websites & Funnels
Click & drag your way to a new insurance website or funnel
Ringless Voicemail
Drop messages directly inside your contacts vmail
Text Messaging
Pluto offers built-in 2-way text messaging
Video Email
Stand our from the competition with video email
Direct Mail & Gifts
Send out Postcards, letters, gifts, and more
Ready to get started?Free 14-day trial
Put Pluto to the test to see if it’s a good fit for your agency.
