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LeadPro247 
Lead Capture, Distribution, Tracking & Management Service 
Integrated with Drip Email Marketing Automation and Online SurveysUpdated: May 2009
Setup Data Collection QuestionnaireFor Insurance Leads Management
 
Insurance Leads Management - Setup Data Collection Template
 © 2007-2009 Anagha Group
www.LeadPro247.Com
Page 2 of 8
This template / questionnaire can be used to collect data for setup and configuration of theLead Management processes for the client organization in the LeadPro system. Theimplementation consultant will help configuring the setup, so that you can start using thesystem quickly. The setup time varies based on your specific business requirements.
Organization Name:Business Description:Number of Branches / Offices:
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Please list the branch offices
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If more than a few offices, please use an Excel sheet
Affiliated Insurance Carrier:Number of Users (approximate):
 
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List proposed User Names for this application: with Email Address, PhoneNumbers (Office, Home, Cell, Fax)
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If number of users is large, please use an Excel sheet and provide theadministrative user details here.
Lead Vendors / External Systems Interfaces
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You may use more than one lead providers / interfaces to get leads.
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Provide information such as Technical Contact, Mode of Data Capture (Email,API, Web form, etc.), Interface Specifications, etc. if third party / external leadvendors / lead generators are used.
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Note that LeadPro includes several third party interfaces (ex. NetQuote, ZipSearch,InsuranceLeads.Com) as inbuilt-feature. In such cases, just provide your accountinformation for the respective lead provider / lead vendor.
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If the Lead Vendors are sending the leads information via Email messages,LeadPro can parse the emails and add the leads to the database in real time. If yourvendors are using this mode, please forward us sample email messages, so that theparser can be configured by the implementation consultant.
 
Insurance Leads Management - Setup Data Collection Template
 © 2007-2009 Anagha Group
www.LeadPro247.Com
Page 3 of 8
Lead Vendors:
If you are receiving / buying Insurance Leads from third parties, please specify the same:
Lead Vendor / Provider Yes / No Leads / Month (App.)
NetQuote.ComInsureMe.ComInsuranceLeads.ComInsWeb.Com / AgentInsiderInsuranceDesk.ComInsuranceLeadz.ComZip SearchAllWebLeads.Com
Lead Types:
Please specify the Lead Types handled by you:
Lead Types Handled Yes / No Lead Vendors (if any)
Health / Medical InsuranceLong Term Care (LTC) InsuranceLife InsuranceRenters InsuranceAuto InsuranceBoat / RV InsuranceMotor Cycle InsuranceCommercial / Business InsuranceBurial InsuranceMortgage Protection InsuranceAnnuities
Lead Source Groups:
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As the name implies, this parameter will be used to group the Lead Sources andget useful reports for Lead Analysis.
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This is a high level grouping of lead channels / sources.
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