Life, long term care, disability, and annuity news.

Improve Lead Conversion with Email Capture

18 Oct 2018 » Reid_Tattersall


If you are using Quote & Apply in a direct to consumer setting, converting users to leads is a top priority. We’ve introduced an email capture feature to improve your lead conversion.

Your customer’s experience

Before your customer can see rates, they will be presented with a modal asking for their email address. Customer’s won’t be able to continue without providing a valid email address. Once they provide an email address, you’ll be emailed the new lead’s contact information, the customer’s information will appear with your BOSS account, and your customer can view the rates. Customer Screenshot

How to enable email capture

To enable email capture, log into BOSS > Quote & Apply > Setup > edit a specific Quote & Apply > change the option for Email Capture. By default, email capture is off. BOSS User Screenshot

Please help us by sharing your feedback, thanks!