Frequently Asked Questions about the Automated Follow-Up System

What is the follow-up system? The follow-up system that HometownQuotes.com has developed is a new way for you to stay in front of your leads to ensure the highest possible close ratio.

How does it work?   Each time you receive a lead from us we will automatically generate an email to that lead from your agency. Then at planned intervals chosen by you we will send out multiple emails to keep your agency in front of the customer for more than a week after the lead was generated. To set-up the automatic follow-ups, just login to your account and click on one of the links for "Automatic Follow-Ups" or call your account representative for assistance.

Why will this help my close ratio? As we discuss in our sales training sessions, the # 1 way to increase your close ratio is consistent follow-up. Whether you are in the office or on vacation or out to lunch, the customers that take the time to complete a quote application will always receive contact from you.  The new system that we have developed will automatically do this for you. This will not only improve your close ration but should also improve your overhead due to the fact that your agency can turn this task over to us.

So how much will this cost ? Follow-ups are $0.25 per email or $1.00 to have all 5 emails sent for a particular lead. You get to choose how many to send.  Most agents find that 5 follow-ups is the perfect number for them.  Your agency may require less to do the job.  Experiment and find a formula that works for you.  Be sure to ask your account representative about a FREE 2-week trial.

What email address will the follow-ups come from?   The address your agency has on file with HometownQuotes.Com.  The email will appear as though it came straight from your desktop. And replies come to your inbox as well!

Can I receive a copy of the email when it goes out?   Yes!

What if I want to write the follow up emails? You can! In fact, we recommend it. HometownQuotes.Com believes that you should “separate yourself from the crowd.”  To help do that we want you to make the follow up emails unique, intriguing, and reflective of your agency's personality.  You can even address the person by name in the beginning of the email.  Simply use the tag [FNAME] to use their first name.  So your emails will start like this: "Hi Jim,".  You can also use the [PTYPE] tag to specify the TYPE of insurance so that you can write "We received your request for homeowners insurance" for instance.

Can I set it up where the follow up will take place on every lead receive? Or can I do it on a lead-by-lead basis? You can do both. If you don’t feel like you want this to happen on every lead, you don’t have to. Just simply log into your account after you receive a lead and activate the follow-ups on that lead.

Can I stop the follow-ups once I have contacted a lead or closed a lead?  You sure can.  You can turn off the follow-ups for any lead at any time by logging into your account and clicking on the link to deactivate follow-ups for that lead.

How do I set-up the follow-ups?  We have made this pretty simple.  Just login to your account and click on one of the links for "Automatic Follow-Ups" or call your account representative for assistance.