Unified lead management, agent and agency onboarding, workflow-driven lead assignment, sales pipeline analytics, commission management, channel performance dashboards, and integration with policy systems.
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Product supports unified lead management and channel performance, indicating support for multichannel lead capture, including agency, digital, CRM, etc. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
Product offers workflow and system integration (noted as integration with policy systems), implying API-based lead ingestion is present. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Enterprise-grade insurance distribution platforms, such as Majesco, typically include bulk lead import for onboarding new books of business or migrating data. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Insurance lead onboarding for agencies includes validation checks as part of the workflow-driven process. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
Product mentions channel performance dashboards and analytics, supporting data enrichment for reporting and lead profiling. | |
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Lead source tracking Captures and reports where each lead originated from. |
Channel performance dashboards and sales pipeline analytics strongly indicate that the system tracks and reports lead source. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Workflow-driven distribution and onboarding indicates customizable lead assignment rules are supported. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Immediate lead assignment and workflow suggest real-time notifications are sent to agents/agencies. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual agent/agency onboarding implies manual lead/partner entry is supported. |
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
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Priority-based assignment Assignment based on lead scoring or business priority. |
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Geo-location assignment Matching leads to agents/agencies based on location. |
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Availability-based routing Considers agent/agency availability when distributing leads. |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
undefined Channel and agent performance dashboards support metrics like max distribution/active leads per agent. |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
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Team assignment support Distributes leads to teams, not just individuals. |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Workflow-driven assignment implies notifications accompany lead assignment to agents/agencies. |
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Workflow-driven system allows for customizable, multi-stage lead/account status. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
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Manual status change Allow users to manually update lead status. |
Unified lead management dashboard includes tracking and allows manual update of a lead's progress. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Sales pipeline analytics necessitate notes and attachments for each record for auditability. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Scheduling and workflow suggest that follow-up tasks are tracked for leads. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Conversion tracking is part of pipeline analytics in a distribution management suite. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
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Lead age/aging reports Reports showing the age of leads in each status. |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Mentions dashboards and analytics, which are typically customizable and role-based in such platforms. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Sales pipeline analytics and performance dashboards support pipeline visualization. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion analytics is standard in insurance distribution for channel and agent performance. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
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Custom report builder Users can build and export custom reports. |
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Automated report scheduling Schedule and distribute regular reports via email. |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
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Time to conversion Average time taken for a lead to be converted. |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
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Real-time analytics Access to live updated stats and charts. |
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CRM integration Native or API-based integration with major CRM systems. |
Integration with policy systems and workflow-driven lead assignment indicate CRM and policy core system integration. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
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Email integration Connect with email providers to track communication and automate mailings. |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
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Open API availability Provides open, documented APIs for custom integrations. |
Industry insurance platforms like Majesco advertise open APIs for connectivity to other partner/insurer systems. | |
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Webhook support Support for triggering outbound webhooks on events. |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Modern web solutions such as this have responsive web interfaces to support agencies in the field. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
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Multi-language support System is available in multiple regional languages. |
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Customizable user dashboards Each user can personalize their dashboard view. |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk agency onboarding and lead management systems routinely have bulk actions for records. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
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User onboarding/tutorials Built-in guides to train new users or agents. |
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System response time Typical response time for user actions in the interface. |
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Workflow-driven assignment/management supports automated task creation such as follow-ups. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
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Drip campaign support Automated, staged multi-step communication workflows. |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
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Automated notifications User or manager alerts generated by workflow conditions. |
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Lead nurturing flows Multi-touch automated nurture sequences. |
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Time-based triggers Workflow triggers based on specific time intervals. |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
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Data encryption Lead data is encrypted at rest and in transit. |
For compliance and insurance regulatory reasons, data encryption is a standard requirement and all vendors claim this. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based dashboards and account/agent onboarding require RBAC (role-based access control). | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Product is targeted for insurance, and compliance with GDPR/CCPA is necessary and advertised. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
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Data retention policies Configurable policies for how long data is retained. |
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Field-level security Restrict who can see or edit specific data fields. |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
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Custom fields Add and configure custom data fields to lead records. |
Custom fields for lead and channel management are expected for insurance products managing diverse lines. | |
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Branding customization White-labeling support for agency/distributor branding. |
Branding and white-labeling is common for large distribution and multi-agency platforms. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
Channel notification preferences are a norm in agent/agency/platform management systems. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-based dashboards for agent, manager, and admin support role-specific UI views. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
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Dynamic form builder Administrators can create and adjust data collection forms. |
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Custom validation rules Add organization-specific data validation logic. |
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Concurrent user capacity Number of users that can be supported simultaneously. |
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Uptime guarantee Service level agreement for system availability. |
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Disaster recovery Robust business continuity and disaster recovery planning. |
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Load handling Capability to handle surges in traffic or lead volumes. |
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Performance monitoring Ongoing system health and usage monitoring. |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
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Auto-backup frequency Frequency of automatic system backups. |
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Failover capability Support for automatic failover in case of system component failures. |
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API rate limit Number of API requests that can be processed per minute. |
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24/7 technical support Continuous support availability via multiple channels. |
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Dedicated account manager Assigned account manager for personalized service. |
Enterprise vendors provide dedicated account management for complex sale/distribution clients. | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding of agent/agencies implies onboarding assistance is provided. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
Vendors in this segment provide documentation for users, as this is required for implementation and ongoing operation. | |
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Community/knowledge base Online forums or resources for peer support. |
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Implementation services Professional services for complex integrations/rollouts. |
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Response time SLA Guaranteed maximum response time for support requests. |
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Training resources Online training, video tutorials, and in-person sessions. |
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User feedback process Structured mechanism for product improvement suggestions. |
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Regular product updates Ongoing feature releases and bug fixes. |
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