Lead Gen Widget Onboarding Questionnaire

Your Name(Required)

First Last

Your Email(Required)

Request Information

All information below should be fill out by you on behalf of the requesting agency to the best of your knowledge.

Name of Requesting Agency(Required)

Contact Name(Required)

Point of contact at requesting agency

First Last

Producer/Agency ID

Email(Required)

Phone(Required)

How many people will be handling the leads?(Required)

Will the leads go to one person or need to be distributed to multiple people?

Please enter a number greater than or equal to 1.

Will leads be sent to an email inbox or do they have some sort of API integration?(Required)

We are open to API integration depending on the CRM and requirements to send the leads to the API.

Will they share a common inbox?(Required)

Yes

No

How will the leads be distributed?(Required)

Random even distribution

By Location

By Premium Value

TBD

How does Flood fit into their current business model?(Required)

Are they currently selling flood insurance? What % of their business is expected to be flood insurance? What is their level of experience with private flood insurance?

What is their plan for converting leads that are sent?(Required)

What strategies will be implemented for contacting leads? How will they prioritize 'low' vs 'high' potential leads? What procedures are in place to make sure leads are contacted and followed up with?

What is the marketing plan?(Required)

What kind of marketing campaign(s) are they interested in to drive traffic?

Email Campaign

Social Media Advertising

Traffic from Website

Word of Mouth

Other

What is the budget for this campaign/widget?(Required)

Do they intend to spend money to drive traffic to the widget?

What states are they planning on marketing in?(Required)