Transform Your Business with Our Solutions
Solutions
We provide digital customer acquisition solutions for insurance brands. These services include leads, calls, and clicks, encouraging both telephonic and digital enrollments.
Products that we have polished over the years
At Excel™, we believe remote working is an important way to enable people to achieve their best work while living their best lives. We support a team of more than 54 diverse and talented “Excellence” spanning the US, and Europe. Our shift from hybrid to fully-remote working was first prompted by the 2020 pandemic – but our decision to make Excel.
Exclusive leads
The word “lead vendor” has a negative stigma these days. Consumers getting bombarded by phone calls, leads being shared dozens of times, and unscrupulous companies submitting bogus consumer information through affiliate networks, posing as a “real time lead”. Those are the exact reasons why Excel™ set out to build a business–we wanted to make a positive difference in a marketplace with murky waters. We don’t look at ourselves as a “lead vendor” but rather, a provider of premium online customer acquisition solutions.
We focus on generating exclusive real-time data leads sourced largely via our owned and operated premium web properties, such a Medigap.com and BurialInsurance.com. This gives us the maximum amount of control, allowing us to see what marketing efforts are working and what is not.
We then use this data, along with partner disposition reports, to optimize, refine, and improve constantly. We live in a day where many people are out for themselves. They do not care about the person on the other end. That is not us. We strive to create a win-win-win environment whereas ALL parties win: the Consumer, our Partners, and of course Ourselves. We focus on providing value across the entire chain, and strive to be a world-class brand focused intensely on premium quality.
Types of phone calls
Inbound Calls
This is a type of phone call whereas a consumer initiates a phone call (an “Inbound Call”) by dialing one of the phone numbers on our website(s). The consumer then goes through an automated IVR which screens the caller with some pre-qualification questions to confirm intent, and then the call is transferred to our client. We like to call our inbound calls “triple verified” because there are really three different stages of verifying consumer intent. Stage 1, the consumer verifies interest through clicking on a targeted advertisement to our website. Stage 2, the consumer is presented with content and information on our site before placing a call. Stage 3, the consumer dials our phone number and goes through the IVR screening questions. All of this helps to create a very high quality and high intent consumer phone lead.
Warm Transfers
Our Warm Transfer phone calls are generated by our call center who dials out on our data leads and then converts them into a warm hand-off phone call (a “Warm Transfer”). The data leads that are dialed upon are highly targeted to begin with, so the intent from the consumers has already been verified, however the call center agent still confirms consumer intent by reading a phone script. At this point if the consumer is interested in speaking with an agent, the phone call will be transferred with a warm/live handoff.
Telemarketed Calls
We do not engage in this type of phone call activity. However, to clarify the difference between this and the two different options mentioned above, we will briefly explain here. Telemarketed phone calls are generally much lower quality then the types of phone calls mentioned under items 1 & 2 above. The reason for this is because the consumer generally did not initially request to be contacted about the products and services that the call center agent is offering. The call center agent generally has to be more aggressive in their phone sales script and get a consumer to agree to be transferred to an agent to someone else (an insurance agent, etc.) about the products or services being offered. While there is a relatively large volume of this type of phone volume in the marketplace, it has a stigma of low quality and poor conversions.
What are clicks?
We drive tens of thousands of high-intent consumers to our web properties every single day. Most of our traffic is generated via premium paid search advertising, as well as other sources. These consumers are deep into the online shopping and purchasing funnel. We offer a wide range of online advertising solutions to re-direct that highly-targeted web traffic to your site, hence the consumer “clicks” on an ad to your site. Clicks could come from many different sources we offer, but the main sources of clicks being generated via email, as well as our Pop-Under and Thank You page ad placements. If you are interested in learning more about our Clicks advertising solutions, contact us today!
Transform Your Business with Our Solutions
We provide digital customer acquisition solutions for insurance brands. These services include leads, calls, and clicks, encouraging both telephonic and digital enrollments.
Medicare insurance leads
We are one of the largest direct generators of Medicare leads in the industry. We offer Medicare Supplement and Medicare Advantage exclusive leads. We have experience in the Medicare space since 2009 (over a decade), and are extremely familiar with the micro-details of the Medicare marketplace and overall senior citizen demographic. We have the ability to filter by plan type, age, gender, DOB, and more, to effectively optimize your conversion rates and improve your ROI.
Health insurance leads
The Health insurance industry has experienced rapid change, which has led to an enormous amount of confusion. While this makes it challenging for consumers in the marketplace, it creates the perfect storm for insurance agents. More consumers than ever are out shopping in the marketplace and needing advice from agents to help them navigate the confusion when purchasing a policy. We have kept abreast on the vast changes in the Health insurance marketplace over the last several years, allowing us to generate a large volume of highly targeted consumers ready to purchase insurance. We offer filters such as household size/time, subsidy and non-subsidy classification, qualifying life event (QLE) data, and more, in order to fine-tune your marketing spend and reduce your customer Cost Per Acquisition.
Life insurance leads
Life insurance has always been, and as far as we see it, always will be a stable insurance vertical. The government should have no reason to regulate (to the level of Health/Medicare insurance) the purchase of Life insurance. Yet, the need to protect loved ones will always remain. This creates a great opportunity for brokers who are looking to manage and promote a stable, year-round insurance product. We offer many different targeting attributes, such as coverage amount requested, tobacco use, DOB, gender, coverage type (term, whole life, etc.), height/weight, medical conditions, and more.
Final expense insurance leads
Final Expense insurance is a very quickly growing segment of the overall Life insurance marketplace. The senior citizen demographic is growing at the astounding rate of 10,000+ individuals turning age 65 every day. For those who have witnessed the Medicare vertical explode in growth over the last several years, Final Expense is the next up-and-coming vertical. We own the #1 domain name in this industry, BurialInsurance.com and have years of experience in this space. We are expert marketers in the senior demographic and have been assisting agents, brokers, and carriers to achieve scalable and consistent long-lasting growth. Final Expense leads are not simply your typical Life insurance leads with face amounts of $50k or less, and we get that. The consumer profile is unique and we have a large volume of high-intent consumers requesting quotes daily for this product.
Auto insurance leads
All drivers need auto insurance. That alone makes it an important insurance vertical. Our leads provide several different targeting attributes, such as driving records, type of insurance requested, date of birth, gender, and marital status, so you receive the best leads possible.
Home insurance leads
Protecting one’s home, family, and belongings is crucial. This creates a great opportunity for insurance agents. Our home leads are targeted, high-quality leads that give you all of the pertinent information needed to close the deal.
How we achieve these results for you
Streamlining your customer acquisition with Leads, Calls, and Clicks: empowering insurance companies with lead generation solutions.
We always support you to come to mutual success
Buying great insurance can be painful, confusing, and expensive. We aim to solve that problem by connecting consumers to great insurance products through an opti-channel routing experience, placing the needs of the consumer at the forefront of all decisions.
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