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EverQuote Agent Connect from EverQuote Pro
A lead management tool that connects insurance agents with consumers while offering features to manage, track, and convert leads into policies.
Product analysis by function
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Lead Capture & Ingestion
(0 Yes /0 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
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Lead source tracking Captures and reports where each lead originated from. |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
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Lead Distribution & Assignment
(0 Yes /0 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
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Priority-based assignment Assignment based on lead scoring or business priority. |
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Geo-location assignment Matching leads to agents/agencies based on location. |
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Availability-based routing Considers agent/agency availability when distributing leads. |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
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Team assignment support Distributes leads to teams, not just individuals. |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
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Lead Tracking & Status Management
(0 Yes /0 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
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Manual status change Allow users to manually update lead status. |
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Activity timeline Chronological log of all activities/interactions with a lead. |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
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Lead age/aging reports Reports showing the age of leads in each status. |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
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Performance Analytics & Reporting
(0 Yes /0 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
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Pipeline reports Visualization of leads throughout the sales funnel. |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
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Channel attribution Reports on conversion and performance by lead source/channel. |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
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Custom report builder Users can build and export custom reports. |
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Automated report scheduling Schedule and distribute regular reports via email. |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
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Time to conversion Average time taken for a lead to be converted. |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
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Real-time analytics Access to live updated stats and charts. |
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
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Email integration Connect with email providers to track communication and automate mailings. |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
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Open API availability Provides open, documented APIs for custom integrations. |
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Webhook support Support for triggering outbound webhooks on events. |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
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User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
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Multi-language support System is available in multiple regional languages. |
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Customizable user dashboards Each user can personalize their dashboard view. |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
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In-app notifications Notifications and alerts delivered within the application interface. |
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User onboarding/tutorials Built-in guides to train new users or agents. |
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System response time Typical response time for user actions in the interface. |
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Automation & Workflows
(0 Yes /0 Known /10 Possible features)
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
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Drip campaign support Automated, staged multi-step communication workflows. |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
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Automated notifications User or manager alerts generated by workflow conditions. |
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Lead nurturing flows Multi-touch automated nurture sequences. |
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Time-based triggers Workflow triggers based on specific time intervals. |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
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Compliance, Security & Data Privacy
(0 Yes /0 Known /10 Possible features)
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Data encryption Lead data is encrypted at rest and in transit. |
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Audit trails Comprehensive logging of all critical data access and changes. |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
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Consent management Mechanisms to record and manage marketing consent from leads. |
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Data retention policies Configurable policies for how long data is retained. |
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Field-level security Restrict who can see or edit specific data fields. |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
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Configurability & Customization
(0 Yes /0 Known /10 Possible features)
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Custom fields Add and configure custom data fields to lead records. |
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Branding customization White-labeling support for agency/distributor branding. |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
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Dynamic form builder Administrators can create and adjust data collection forms. |
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Custom validation rules Add organization-specific data validation logic. |
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Scalability & Reliability
(0 Yes /0 Known /10 Possible features)
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Concurrent user capacity Number of users that can be supported simultaneously. |
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Uptime guarantee Service level agreement for system availability. |
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Disaster recovery Robust business continuity and disaster recovery planning. |
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Load handling Capability to handle surges in traffic or lead volumes. |
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Performance monitoring Ongoing system health and usage monitoring. |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
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Auto-backup frequency Frequency of automatic system backups. |
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Failover capability Support for automatic failover in case of system component failures. |
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API rate limit Number of API requests that can be processed per minute. |
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Support & Vendor Services
(0 Yes /0 Known /10 Possible features)
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24/7 technical support Continuous support availability via multiple channels. |
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Dedicated account manager Assigned account manager for personalized service. |
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Onboarding assistance Help with setup, configuration, and user training. |
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User documentation Comprehensive manuals, guides, and FAQs. |
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Community/knowledge base Online forums or resources for peer support. |
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Implementation services Professional services for complex integrations/rollouts. |
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Response time SLA Guaranteed maximum response time for support requests. |
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Training resources Online training, video tutorials, and in-person sessions. |
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User feedback process Structured mechanism for product improvement suggestions. |
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Regular product updates Ongoing feature releases and bug fixes. |
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