Centralised Lead Management:

Leadpal allows you to consolidate all your leads in one centralised location. This ensures a consistent process for tracking each lead’s progress from initial contact to final sale. The centralised system simplifies managing multiple prospects, providing clear visibility into the status of each lead.

Auto Lead Ingestion:

Automatically import leads from various sources directly into Leadpal, reducing manual data entry and minimising errors. This feature ensures that every potential opportunity is captured and processed promptly, helping you maintain a comprehensive lead database.

Bespoke Sales Pipeline:

Leadpal’s sales pipeline is customisable to fit the specific needs of insurance brokers. This tailored pipeline supports your team in efficiently managing and progressing leads through the sales process.

Smart Lead Progressor Technology:

This feature automatically advances leads through the pipeline based on the data collected. It ensures that all necessary information is gathered, increasing the likelihood of closing sales and providing more complete data for analysis.

Automated Workflows:

Leadpal offers automation tools that handle routine tasks, allowing your team to focus on closing deals. These automated workflows help create a seamless and predictable customer experience, enhancing productivity.

Lead Recycling:

Lost opportunities are automatically re-engaged during the next renewal cycle. These leads are re-entered into the platform for re-evaluation, giving your team another chance to convert them.

Analytics Dashboard:

Access detailed insights into your sales data with Leadpal’s analytics dashboard. This tool helps you identify top-performing lead sources, evaluate team performance, and pinpoint areas for improvement, enabling informed decision-making.

Marketing Insights:

Leadpal’s analytics make it easy to determine which lead sources offer the best return on investment and the lowest cost per acquisition. This information allows you to make strategic adjustments to your marketing efforts.

Lost Opportunity Report:

This report analyses the reasons behind lost opportunities, providing actionable insights to improve future conversion rates.

Monthly Sales Report:

This report displays monthly sales performance, comparing potential premiums and income with gross written premiums. It tracks leads' journey through the pipeline, ensuring each lead is accounted for as won or lost, thus improving the accuracy of your data analysis.

Collaboration Tools:

Leadpal facilitates teamwork on leads and deals with features that enable easy collaboration among team members. Notifications keep everyone updated as leads progress, ensuring they're doing well.

Comprehensive Integrations:

Leadpal integrates with other platforms, such as Acturis, to ensure a smooth data flow between systems. This integration reduces the need for manual data entry and enhances overall efficiency.

Audit Log:

Maintain a comprehensive record of all actions performed on a lead, whether by a person or through automation. This feature supports compliance with industry standards and provides a clear audit trail for quality control.