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Ringless Voicemail

Boost your agency's performance and double productivity

Agents from the top companies trust Pluto, from scratch agencies to national brands

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WHAT IS...

Ringless Voicemail?

Coming soon!

Marketing AutomationFeatures

Check out some of our most popular features

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Eliminate Manual Tasks

Your leads will never go cold or slip through the cracks again. 

Problem: 80% of sales require 5 or more follow-up attempts, but 44% of sales reps give up after 1 follow-up.

Solution: Pluto automates your follow-up using drip marketing campaigns. We maximize sales conversi by ensuring multiple “touch points” throughout the sales cycle.

insurance automation campaigns

Campaigns

Our campaigns feature allows you to put your marketing, followup and client outreach on autopilot.

Pluto campaigns will automatically nurture both new leads and existing clients. For example, you can trigger messages to be sent to new leads the second they arrive. You can create message sequences that reach out to your clients on their birthday, when they have an unpaid invoice, or even at their renewal to check in.

marketing automation for insurance

If-Then Triggers

Pluto offers a unique feature called Triggers. Triggers allow you to take advantage of more advanced automations by using what’s called “IF – THEN” statements.

An “if-then” statement, also called a conditional statement, is a statement that expresses a relationship between two events, where one event (“if” part) is said to cause or lead to another event (“then” part); essentially saying, “if this happens, then that will happen.”

For example, let’s say you want a new lead to receive a text message from you after filling out a form on your website. That could be accomplished with a trigger. Perhaps you want to add a contact to a new marketing campaign when you update their stage on a pipeline, that could be accomplished with a trigger. Maybe you want to send an auto-reply to any contact that responds to a specific message…that could be accomplished with a trigger. 

You get the picture!

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. 

Yes. Pluto gives you the ability to track the performance of each producer and also how they stack up against others in the agency.

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.

Yes. You can view the reports inside your Pluto account or export them as either a CSV or PDF.

Yes. You can track sales per line of business broken down by both premium and policy count.

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