Industry

‍Insurance Lead Management Software

‍Location

‍United States

‍Headquarters

‍Dallas, Texas, USA

‍Campaign Type

‍SEO, Online Marketing, Strategic Marketing Online

‍Target Location

‍United States

‍Target Industries

‍Insurance Agents, Farmers, Allstate, Independent

The Client

‍The client is a long time supplier of AMS Software for the insurance industry particularly in the Property and Casualty Lead Management space. They provide a robust Agency Management Systems (known as AMS) these are among the most useful software tools an agency can take on. An AMS is similar to Customer Relationship Management (CRM) software except that they can handle a deeper level of automation.Agency Management Systems are pieces of software that function as an automation system for an agency at every level. AMS can be customized to function as a system for either life and health insurance agencies or casualty and property-based agencies.

The Challenge

Extremely competitive market with hundreds of smaller start up SaaS companies trying to break into the field. However, the technology must be smooth and built so that any novice computer user could sit down and understand how it works within minutes. This is the situation with Agency MVP as the software was built by insurance agents for insurance agents.

‍Target Contacts‍

Agency Owner, Partner, Founder, President, CEO, COO, CFO, Decision Maker, Principal, Proprietor, CRO

Successes

‍LeadMaker was able to help the company create secondary sources of revenue by adding on VA services and marketing systems as add-on features to the AMS Lead Management software itself.
Early indications are that the client will gross over 1M in direct revenue with these add-on marketing features just in the first 3 months of 2024

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