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Optimize Your Data Leads With These Best Outreach Practices

Insurance agents discussing how to optimize your data leads with these best outreach practices

There’s no “secret sauce” that makes an insurance agent more successful than their peers. However, the best agents in the business do have a couple things in common: they use proven lead outreach methods to consistently work lists of high quality leads.

Without good leads and top-notch outreach, you’ll find yourself struggling to keep up with competitors. The good news is, you can always learn more effective ways to grow your book and bring in more income. This is exactly why we created our eBook, EverQuote Data Leads: Best Practices For Success.

We highly recommend setting aside some time for a deep dive into the material, but this quick summary below will help you get your feet wet.

The first step to optimizing your lead outreach is having a list of leads! Contact EverQuote and we’ll send you high-intent leads based on your parameters and preferences.

Here’s the quick and dirty version of what should be on your lead outreach “to do” list.

  1. Act fast once you receive a new lead. In fact, 64% of buyers say the first agent who reaches out to them has a big advantage over the others. When you get a new lead notification, get ready to dial right away!
  2. Persistence is key. Don’t give up if your lead doesn’t answer on the first call.
  3. Use a proven contact cadence. You don’t want to bombard your leads until they throw their phones out the window, but you do want to reach out fairly frequently to maximize your chances of making contact.
  4. Diversify your contact channels to grab your lead’s attention. Call, email, text, leave voicemails, and even send physical mailers to make the most of all your available contact points.

These are the rules of thumb to follow if you want the best conversion rates from EverQuote data leads. All four are imperative; you can’t slack on any one of them and expect to optimize your lead conversion rates.

These strategies will only be effective, however, if you use them and capitalize on them in the right ways.

That means knowing:

  • The best number of times to call in order to get leads on the phone
  • What to do if a lead comes in after hours and you don’t see it until morning.
  • How to strike a balance between contacting too frequently vs. not frequently enough
  • How to leverage email, SMS, voicemails, and handwritten letters/mailers for best results
  • The reasoning behind certain contact strategies (including WHY you should never give up calling!)

We’ll cover all this and more in the full eBook: EverQuote Data Leads: Best Practices For Success.

Stop leaving money on the table from missed opportunities

With the right leads and the right practices, there won’t be anything standing in the way of your agency’s success. Take the first step now:

Download your free copy of EverQuote Data Leads: Best Practices For Success here!

 

Download Now: EverQuote Data Leads: Best Practices For Success

 

Unlock predictable growth with EverQuote.

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Call 844-707-8800

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Accelerate your growth.

Complete the form below or just call 844-707-8800 to learn how we can help you achieve your goals.

By clicking "Get Started", I consent by electronic signature to being contacted by EverQuote, including by automatic telephone dialing and/or an artificial or prerecorded voice (including SMS and MMS - charges may apply), regarding EverQuote for Agents, even if my phone number is listed on a Do Not Call Registry. I also understand that my agreement to be contacted is not a condition of purchasing any goods or services, and that I may call (844) 707-8800 to speak with someone about EverQuote for Agents.

By clicking "Get Started", I affirm that I have read and agree to this website’s Privacy Policy and Terms of Use, including the arbitration provision and the E-SIGN Consent.

* Mandatory fields