Insurance

Call back on a quote request while the prospect still has the form open.

Every Facebook and LinkedIn quote form lands in your CRM and on the adviser’s phone seconds after it is submitted, with policy type, age band and preferred time in the message.

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On the adviser’s phonePolicy type and call time in the alert.
WhatsAppNew lead: Daniel OngFamily medical quote
A reply while they compareYour email lands before the next quote.
Email autoresponderReply sentto Daniel, automatically
In your CRMEvery quote request, ready to work.
Zoho CRMAdded to Zoho CRMFields matched
0leads routed since 2021
0businesses
0integrations
2lead sources, Facebook and LinkedIn
Why speed matters

Facebook lead ads for insurance agents, delivered the moment they arrive.

Insurance leads cool quickly. Someone asks for a quote on life, health or car cover, and several providers are advertising to them at the same time. The adviser who calls first usually gets the conversation.

LeadsNotify sends every quote request from your Facebook, Instagram and LinkedIn lead forms to your CRM and to the adviser who can call, with the policy type and preferred call time already in the message.

WhatsAppWhatsApp

New lead: Daniel Ong

Phone
+60 17 222 8899
Policy
Family medical
Form
Family medical quote
facebookLead form submitted
Delivered by LeadsNotify
The problem

The lead is worth the most in the first few minutes. That is when nobody is looking.

The first caller wins

Prospects fill in three quote forms in a row. The adviser who calls first usually writes the policy.

Details get lost

Policy type, age band and preferred contact time are the whole point. A CSV export loses the order and the context.

Team routing by hand

Motor to one adviser, medical to another. Somebody is forwarding emails at 9 pm.

Lead form

What to ask in a insurance lead form

Short forms get more leads. These fields give your team enough to make a useful first call.

  1. Name and phone numberNeeded for the first call.
  2. Type of coverLife, health, car, home or business, so the right adviser picks it up.
  3. Who is coveredJust me, me and partner, or family changes the quote.
  4. Age bandA range rather than an exact date of birth keeps the form short.
  5. Best time to callAvoids calls at the wrong moment and shows you listened.
  6. Consent to be contactedA clear checkbox for your compliance records.
Recommended setup

A setup that works for insurance teams

One lead form, three destinations. Each lead counts once, however many places it goes.

SalesforceCRM

Salesforce

Quote requests become leads in Salesforce, Zoho CRM or HubSpot with the policy type mapped to a field.

Salesforce integration WhatsAppAdviser alert

WhatsApp

The adviser gets a WhatsApp or SMS alert with the lead’s details, on any plan.

WhatsApp integration EmailTeam inbox

Email

Copy each request to a shared inbox so a supervisor can see every lead.

Email integration
How it works

Three steps, no developer, done before your next appointment.

1

Connect a page

Sign in to Facebook or LinkedIn once. We read new lead form submissions the moment they arrive.

2

Pick where leads go

Your CRM, a Google Sheet, and WhatsApp, Telegram or Slack for whoever is on duty. Fields are matched for you.

3

Send a test, go live

One test lead runs the whole path. When it lands, switch the notifier on.

Use cases

How insurance teams use LeadsNotify

Quote campaigns

Route each product’s form to the advisers who sell that product.

Renewal season

Collect renewal enquiries in a Google Sheet your team works through.

Agency networks

Send leads from a shared campaign to the right branch by location.

Referral forms

Capture referrals from LinkedIn forms straight into the CRM.

Follow-up

Tips for faster insurance follow-up

  • Call back while the lead is still comparing quotes.
  • Keep medical questions out of the ad form. Ask them on the call.
  • Map policy type to its own CRM field so reports split by product.
  • Test each notifier from inside LeadsNotify, then check Lead Delivery.
Questions

Questions from insurance teams

Can I route leads by type of cover?

Yes. Use one form per product, or one notifier per destination, so life leads and car leads reach different advisers.

Is personal data stored?

LeadsNotify keeps a delivery log so you can see where each lead went. See the privacy policy for details.

Can leads go to Salesforce?

Yes. Salesforce, HubSpot, Zoho CRM and other CRMs connect in a few clicks.

Can an adviser get WhatsApp alerts?

Yes, on every plan. The Free plan includes 10 free SMS and WhatsApp alerts.

Can I route by product?

Yes. Make one lead form per product in Ads Manager and one notifier per form, each to a different adviser or CRM pipeline.

Do I need a developer or a Zapier account?

No. You sign in to Facebook or LinkedIn once, pick the page and the lead form, choose where leads go and send a test. The whole set-up runs inside LeadsNotify.

Other industries
Real estateEvery property enquiry on the agent’s phone before the buyer opens the next listing.AgenciesOne account, every client’s pages, each lead to the right CRM and the right person.MortgagePre-approval enquiries in the broker’s CRM and pocket, with loan amount and property status attached.Home servicesJob requests on the technician’s phone with the address and the problem, before the homeowner calls someone else.AutomotiveTest drive and trade-in enquiries on the sales team’s phone while the buyer is still comparing cars.

Be the first to call every lead back.

Connect your Facebook, Instagram or LinkedIn lead form, choose where leads go and send a test lead. Free plan with 50 leads a month.

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