AGENCIES

FACE?

WHAT CAN YOU DO TO SOLVE THEM?

Generating Traffic and Quality Leads

While it might be easy to buy leads, it’s difficult to convert them into paying customers. Quality leads are only generated after consistently communicating with them or qualifying them beforehand.

How do you solve it?

DYL has a web-to-lead form capture which lets you put forms on your site, so any leads who fill out a form automatically go to your database.

As soon as they enter your database, DYL notifies you and calls your phone so you can call them immediately. The quicker you are to follow up, the better you can get in touch with the lead.

You can also connect DYL to multiple platforms, such as Facebook, Google, and more to figure out where your best campaigns are performing.

Communicating with Clients

Talking with your clients has never been harder. With all the distractions and lower conversion rates across the Insurance industry, nothing is guaranteed. That’s why it’s so important to have a method where you can reach all your clients with little time investment, in the way they prefer.

How do you solve it?

DYL’s system allows you to communicate with clients and requires zero human interaction. You can automatically assign meetings, followups, texts, emails, and other methods of communication via the DYL platform. This means you’re automating communication while including a personal touch with DYL’s personalization feature.

4 Being Cut Out of the Process

How do you solve it?

It’s never easy to stay on top of all the things you need to send and receive from clients. Rather than keeping a hard copy, the digital world has made it easier for Insurance Agents to do their job. Send and receive important documents, like contracts, estimates, change orders, directly to/from DYL. Contracts, change orders, materials orders, receipts, invoices, employment applications, certificates of insurance… you probably have enough paper to fill an entire trailer of filing cabinets. It’s time to go paperless.

DYL can help you stay on track of documents, organized on your projects, and on-time with your payments.

The internet and mobile technology made agents’ lives easier in many ways, but now many insurance salespeople feel like it’s threatening their existence. With carriers experimenting with direct sales to the customer, they're cutting insurance agents out of the relationship between company and customer entirely.

How do you solve it?

DYL’s platform lets you use multiple communication channels to engage clients. Once you receive a lead, it’s easier to engage with texts, faxes, emails, and calls. The best part is, all of it can be automated. Gone are the days of losing your new leads to online platforms, because you can automatically set up DYL to communicate for you.