Sales teams that call the right lead first
Leads land in a shared pool with a Conversion Likelihood score, quotes from every insurer sit side by side, and campaigns are followed through to the policies they produced.
Sound familiar?
Three things that slow sales teams down, and how Meta takes them off the desk.
The problem
Leads go cold before anyone calls
How Meta handles it
A shared pool and a score on every lead
Leads land in a shared pool where brokers claim them, and each carries a Conversion Likelihood score (Hot, Warm, Cool or Cold) worked out from its source, response time, stage and activity.
Explore lead scoring ➝The problem
Quotes live in five different inboxes
How Meta handles it
Insurers compared side by side
Capture each insurer's quote on the opportunity and compare sections, VAPs and fees in one board, then send the quotation and accept the winner.
Explore the pipeline ➝The problem
Nobody knows which campaigns actually sell
How Meta handles it
Campaigns followed to the policy
Each campaign follows its leads through to the policies they became, with conversion, premium and spend on its own dashboard.
Explore campaign management ➝Built for everyone on the team
Brokers, the quoting team and sales managers each work from the same records, with the part of the job that is theirs up front.
Know which lead to call first
Every lead carries a Conversion Likelihood score worked out from its source, response time, stage and activity, so brokers start with the leads most likely to convert.
- Hot, Warm, Cool and Cold at a glance
- The factors behind every score
- Follow-up tasks from future contact dates
Everything the team works in
The parts of Meta a sales team uses every day, each with more detail a click away.
Sales Software
Leads, opportunities and quotes through to the bound policy.
Explore the product ➝
Campaigns
Every campaign followed from lead to policy, with its own dashboard.
Explore campaigns ➝
Underwriting Software
Accepted quotes become policies with their cover in place.
Explore underwriting ➝
Automation
Flows that update records and send emails when the data changes.
Explore automation ➝
Ready to see what
Meta can do?
FAQ
Every lead carries a Conversion Likelihood score of Hot, Warm, Cool or Cold, worked out from its source, how quickly it was contacted, its stage and its activity.
Yes. Leads can land in a shared pool, where brokers claim them or a manager assigns them, and the pool shows how long each lead has waited.
Yes. Brokers earn an Accountability Score tier from how fast they respond, how thoroughly they follow up and how often they convert, alongside each campaign's conversion and premium.
Yes. Converting a lead creates the account, contact and opportunity, and the accepted quote becomes the policy with its cover already in place.