AAA Life Lead Management System


ICS Product/Service Area:  Technology, Production
 
The Challenge
ICS’s MarketSmart Platform provides AAA Life with an effective way to localize their weekly Life Insurance prospecting efforts while managing the leads on the back end.
 
Life Specialist Prospecting Portal The Solution and Results
This secure, Web-based portal offers the following capabilities:
  • Agents access the portal to customize weekly mailings going out on their behalf (picture, name, address, phone and email)
  • They view their specific program status overview showing how many prospects were mailed and leads returned on their behalf
  • Leads are returned to ICS, scanned and input into the AAA Lead Management System
  • Agents receive email notification of daily hot leads from prospecting activity (actual scanned response images)
  • Secure portal provides resources for Agents to track, create follow-up letters and manage their follow-up efforts