Lead Engagement

From the First Conversation to Choosing Coverage Options

Maximize the potential of every relationship and increase your close rate by engaging new leads as soon as they show interest and providing a seamless multi-channel experience that provides timely, personalized, automated communications based on their insurance needs and goals.

Woman standing with a tablet with a lead generation workflow.

Deliver impact with every interaction

Many insurers miss out on promising opportunities because they either wait too long to engage interested customers or they give up after the first engagement. By automating your lead engagement, you can ensure that every new lead receives consistent, personalized communications the moment they demonstrate an insurance need, give your agents time to reach out directly for a more impactful experience, and keep them engaged with helpful resources until they’re ready to purchase.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with lead engagement

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Build stronger relationships from day one

Customers have more insurance options than ever before, and they’ll explore them all if given the chance. Engage them the moment they signal a need with a series of digital communications and human interactions to ensure they receive the information and support they need to make a confident purchase.

Dynamic Journeys
Engage leads at critical moments through customizable Journeys that combine digital messaging and human outreach—adapting at every step to fit their needs and communication preferences.

360-Degree View
Aggregate data from across your tech stack to create more complete customer profiles that enable your agents to have more authentic, personalized interactions and support customers throughout the process.


Streamline your sales pipeline

Every minute your agents spend digging through the database to figure out which leads to engage and when to engage them is another minute not spent actually engaging those leads to discuss their coverage needs and future plans.

Prioritized Lead Lists
Take control of the lead engagement process, reduce the administrative burden, surface high-priority opportunities, and ensure your team has access to the information they need to engage prospects with authentic, personalized communications.

Content Library
Take advantage of pre-built, compliant templates for marketing collateral like event flyers, brochures, and postcards to engage customers with compelling information early in their insurance buying journey.

Total Expert in action

Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.