Industries

Insurance, Grocery, Automotive, Restaurant, Retail, Public Sector

Insurance & Banking

In-Touch has developed category leading mobile data capture and information management technologies designed to specifically aid lead-based organizations such as those in the Insurance industry.

Insurance companies, like Military branches and automotive manufacturers, seek to gather consumer/prospect information quickly, accurately segment it, and integrate it with existing CRM systems – all while keeping data security and data integrity at the forefront.

In-Touch with the Insurance Industry

The In-Touch Apps platform meets all of the technical requirements of the Insurance industry and more. It also reflects deep domain expertise – allowing us to devise custom information management programs based on best practices developed in real world engagements for insurance clients. Specifically, In-Touch has developed integrated data collection programs for brands such as Nationwide Insurance, Allstate and State Farm that have streamlined and expedited the data collection and downstream lead management systems of our brand partners, while imprproving ROI analysis of lead generating programs.

In many cases, we have transitioned lead generation from paper-based or outdated digital systems where leads often lay untouched for days or even weeks. In-Touch eliminates that lag time, meaning an agent can begin work on a lead as soon as 24 hours from when a consumer is engaged at an event. Additionally, management teams working from home offices have direct and immediate oversight on hundreds of events in the field, are able to monitor lead counts, review survey results, and more.

These In-Touch tools, tailored specifically for the Insurance industry, enable our clients to track and measure lead quality, lead activity, and lead conversion – providing a deeper understanding of program success and ROI.

Solutions for the Insurance Industry

The In-Touch team works closely with our Insurance industry customers to deliver services and technologies that address a variety of business needs, including:

  • Custom survey development and survey design consultation
  • Survey configurations tailored for Agent-led capture, self-serve capture, or brand ambassador led capture
  • Custom lead form design optimized for mobile web devices
  • Instant lead capture and lead segmentation through logic-based survey design
  • Instant lead follow-up via customized email and SMS campaigns
  • Automated real-time data/lead transfer
  • Complex data integration with legacy internal or 3rd party CRM systems
  • “Downstream” lead management – deliver leads directly to agents and sales teams
  • Ability to set and track lead goals by agent, device, event, day, etc.
  • Real-time online event monitoring/lead tracking systems
  • Enhanced ROI measurement including program and event level Cost Per Lead analysis