(no Advertising experience necessary)
Create New Revenue
appointments
By centralizing all your business needs onto a single platform, you not only save tons of money but also enjoy enhanced efficiency and productivity.
Save Time
Manage all aspects of your business seamlessly in one place. Eliminate the hassle of toggling between different tools and streamline your workflow. Get more done in less time.
Reduce Issues
With fewer moving parts, reduce the risk of compatibility issues, downtime, and confusion. Simplify your workflow and maximize productivity.
(Up to 5 Users)
AI Ad Launcher
2 Way Text & Email Conversation
Google My Business Messaging
Web Chat
Reputation Management
Facebook Messenger
Missed Call Text Back
Calendar
CRM
Opportunities
Email Marketing
Funnels
Websites
Social Media Post Publisher
Workflows
Forms
Surveys
HTML Builder
Trigger Links
SMS & Email Templates
ALL Reporting
AI Booking Bots
Power Dialer
Lead Follow Up
Appointment Reminders
(Up to 5 Users)
AI Ad Launcher
2 Way Text & Email Conversation
Google My Business Messaging
Web Chat
Reputation Management
Facebook Messenger
Missed Call Text Back
Calendar
CRM
Opportunities
Email Marketing
Funnels
Websites
Social Media Post Publisher
Workflows
Forms
Surveys
HTML Builder
Trigger Links
SMS & Email Templates
ALL Reporting
AI Booking Bots
Power Dialer
Lead Follow Up
Appointment Reminders
Prospect Connection is an all-in-one marketing platform for insurance. Prospect Connection provides all the tools agents need to generate leads, automate communication, book appointments and onboard new clients.
Prospect Connection is for P&C, Life, Commercial, and any other agency that works leads. We specialize in smaller agencies (10 or less staff members) but can customize solutions for nearly any size agency. We provide features to help producers, marketers, CSR's, and agents manage and sell more insurance.
Prospect Connection automates tasks, organizes leads, scores leads, and brings all the agency's marketing and communication under one platform removing the time and effort it takes to scale profitably and efficiently.
Prospect Connection is a lead management system. While it does provide features of a CRM, it was designed to help agents manage leads and new opportunities.
With any new platform there is a learning curve but we have provided the marketing framework and templates that can be used immediately. Most agents are up and running after a quick demo.
For live lead generation, the forms and funnels will capture it for you. For lists, you can upload csv files.
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