Increase Your Insurance Revenue & Membership Penetration

with an Insurance Leads Tracking System

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Automate & Streamline How Sales Leads are Captured, Disseminated and Managed

Transform your service personnel to proactive sales agents with a lead tracking system, designed to help you generate more business.

Automate your lead routing process to ensure the proper handling of each type of insurance.

Close Leads Faster & Catapult Customer Satisfaction

Lead Collection

Capture and import leads from omni channel

Lead Filtering

Merge, categorize and filter leads, based on a specified algorithm and set criteria

Assignment & Nurturing

Get leads approved and assigned to the right agent for follow-up

Manage Your Leads More Efficiently & Grow Your Sales Funnel

Capture critical lead contact information necessary for your agents
Create targeted marketing lists based on customized criteria
Set up routing rules that automate lead assignment to suitable agents
Increase your membership penetration by customizing future follow-up capabilities
Monitor sales cycles, pipeline volume, conversion rates, agent productivity, commissions and more
Give your agents access to an online portal to manage their day-to-day activities in a manner consistent with overall corporate objectives
Create alerts allowing managers to intervene and reassign leads when agents are behind or unavailable
Integrate with AXIS Travel to fill in the missing pieces of information as leads are converted and followed up
Cross-promote insurance policy and membership lead tracking on the same system

How AXIS Insurance Helped Clubs Like You

“As an investment, Campana has more than proven its worth by delivering solutions based on strategic innovation and long-term performance.”

Kevin Daley, Vice President of Finance, CAA Atlantic

“I think they are awesome. I have worked in a lot of other industries and I have worked on a lot of other help desks, and I think they go the extra step for us.”

Joan Walker, Accounting Analyst/Travel Support Coordinator, CAA Saskatchewan

“I’ve been working with Campana since 1995. They’re really attentive to our club’s needs, and I appreciate their willingness to work on individual projects in order to meet our business objectives.”

Karen Headdings, Manager, Accounting & Member Records Operations, AAA Central Penn

See How <span>AXIS Insurance</span><br> Can Help You Effectively<br>  Manage Club Inquiries

See How AXIS Insurance
Can Help You Effectively
Manage Club Inquiries

1-844-568-7933

We’d love to show you how our solution can make your life easier at your club. To get a personalized demo, just fill out the form below, and we’ll be in touch with you shortly!