As per a study, increasingly the customers today are researching online but buy via agents whom they have known over the years. For agents to stay relevant in digital world they need to have a strong online presence and connect to clients digitally. SalesPanda platform helps the insurance principals digitally enable the agents by providing them with compliance approved content, a personalized website and mobile app for WhatsApp, social and email marketing.

Key Features of
the SalesPanda Platform

Personalized Business Microsite 

Each Insurance agent gets a personalized microsite with latest content from the principal. The insurance agents will get:

  • A personalized URL for their microsite
  • Profile with office location displayed on Google Maps
  • Co-branded content from the parent companies
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Regularly updated Co-branded content 

The principal can create and syndicate co-branded content like creatives, brochures, email templates, articles, blogs, etc. with the agents in just one click from central admin panel. The principal can also define editing rights for the content syndicated. This helps insurance agents to:

The insurance agents will get:
  • Get access to high-quality co-branded content
  • Improve branding communication
  • Share 100% brand compliant content
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Lead Generation through
Microsite Chatbot 

The microsite has a chatbot and lead forms integrated for lead generation. These help agents convert website visitors to leads. Instant notification is sent to the agent to inform about the new lead captured.

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WhatsApp and Social Media Marketing

The insurance agents can share their content digitally on multiple social media platforms including Facebook, Twitter, LinkedIn, etc. as well as on WhatsApp. The agents can get benefits like:

  • Performance insights of various campaigns executed
  • Co-branding on all WhatsApp creatives and social media content
  • Simultaneous posting on multiple social media platforms
  • Auto-posting on social media platforms with consent
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Email Campaigns

SalesPanda has an in-built email campaign management module. The agents get access to text-based as well as HTML email templates, pre-created landing pages, and an analytics engine to determine the performance of the email campaigns. The email management module also contains features like:

  • Send instant emails or schedule a delivery time
  • Send text emails or eDMs co-branded with agent details
  • Dynamic lead capture using landing pages on individual microsites
  • Detailed Analytics to gauge the email campaign performance
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Mobile App and Web Access

Each insurance agent can access SalesPanda on mobile as well as the web anytime anywhere. SalesPanda mobile app is available on both iOS and Android. It is easy to use with features like:

  • Content Library
  • Email Marketing
  • Social Media and WhatsApp marketing
  • Analytics 
  • Notifications and alerts
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CRM and Pipeline Management

SalesPanda captures the leads from website and landing pages for campaigns across email, social and whatsapp to create a sales funnel. All the lead details are available in a single-window view to the agent. The features include:

  • Full contact details including the lead source
  • Lead funnel management
  • Importing Gmail Contacts as well as uploading contacts in a CSV format
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Prospect Lead Scoring

SalesPanda’s activity tracking feature helps the agents understand the activities done by the visitors on their microsite as well as response from social and email campaigns. This helps them know more about their customer’s propensity to buy and pitch the right products to them.

  • Tracking lead activity on the website
  • Tracking lead activity on email – open, clicks
  • Assigning engagement score to prospects for pitching to right prospects.
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SalesPanda provides an analytics engine to help agents gauge the performance of the marketing tactics employed by them. It also provides real-time notifications on the leads captured through various sources. SalesPanda provides a 360-degree view of the online interactions that agents have with their target audience by giving deep insights into:

  • Campaign analytics
  • Social Media analytics
  • Lead analytics
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