Two ad features help insurance agents get better leads: SMS verification filters out fake submissions, and Facebook Messenger follow-up opens an automatic chat after someone fills out your form. The video shows how to capture contact info in your CRM and use a digital contact card to make sure leads save your details.
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There are 2 ad features that every single insurance agent should be taking advantage of. They're easy to use. You don't have to be tech savvy. They instantly increase your lead quality, and they give you a way to reach out to your lead in this day and age of call screening. Let me show you. The first one is super simple. All it is is checking this box, and instantly you can require SMS verification. Second one is great, and it is a follow-up channel where you can just check this box to follow up in Messenger or even follow up on Instagram. And let me show you what happens. So what will happen is the lead is filling out the form, they move over to give you their information. There's going to be this little box that is going to be checked that they're going to fly right by. And once they submit their information, so right here they have just become a lead, right? So we now have their name, their email, and their phone number. So we have them in our CRM and in our system, right? But what instantly will happen is it will open up a Messenger chat. And all it does right now, whenever it opens up that chat, just confirms the information that was just And then it has your information right here. Now, this gives you a direct lifeline to be able to reach out to them. And here's how I'm telling agents to use it. You can easily create a beautiful digital card at hihello.com. Not affiliated, but love this because it is free to create. And then you can send them a message so that way they will save your contact information inside of their phone. A great little feature because it gives you a direct lifeline to your contact on a platform that you know that they're active on. Now, if you are ready to take control of your lead generation, I'm hosting a live training on April 28th. I've got the link in my bio over on YouTube. I would love to see you there. I'm going to be breaking down the 3 keys to a successful insurance lead generation campaign, showing you real examples, talking about the Meta special ad category, and of course, plenty of time for a live Q&A. So head over to my bio, click on that link, save your spot, and I'll see you there.
