Increase Your Insurance Revenue & Membership

with a Leads Management System

Increase Your Insurance Revenue & Membership Penetration

with a Leads Management System

Automate & Streamline How Sales Leads are Captured, Disseminated and Managed

Transform your service personnel into proactive sales agents with a lead tracking system, designed to help you generate more business.

Automate your lead routing process to ensure the proper handling of each type of insurance.

Download Info Sheet

Manage Your Leads More Efficiently
& Grow Your Sales Funnel

Capture Leads

Capture critical lead contact information necessary for your agents

Targeting

Create targeted marketing lists based on customized criteria

Create Rules

Set up routing rules that automate lead assignment to suitable agents

Custom Follow-up

Increase your membership penetration by customizing future follow-up capabilities

Monitor

Monitor sales cycles, pipeline volume, conversion rates, agent productivity, commissions, and more

Easy Access

Give your agents access to an online portal to manage their day-to-day activities in a manner consistent with overall corporate objectives

Close Leads Faster & Catapult Customer Satisfaction

Lead Collection

Capture and import leads across all channels

Lead Filtering

Merge, categorize, and filter leads, based on a specified algorithm and set criteria

Assignment & Nurturing

Get leads approved and assigned to the right agent for follow-up

WHAT OUR CUSTOMERS SAY

“I love the groups program; it has been so nice to work with. The support and confidence that Campana’s staff gives me is so helpful. With the tools available I can do anything to make my job easier. Thanks for the help and great instructions.”

Gail Bielecky,
Tour Planner, CAA Niagara

“As an investment, Campana has more than proven its worth by delivering solutions based on strategic innovation and long-term performance.”

Kevin Daley,
Vice President of Finance, CAA Atlantic

“Our hotel and car rentals have been going up over the years because we’ve been asking the questions. Our out-of-province insurance has also gone up.”

Kevin Daley,
VP Finance & Administration, CAA Atlantic

SEE HOW WE CAN HELP YOUR ORGANIZATION

Let’s Talk.