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Businesses that handle large volumes of information, such as enquiries and form submissions, need to have systems in place that allow them to effectively respond to their existing and potential customers.

The claims sector deals with huge volumes of enquiries, for which proper lead automation can be a huge help. But what other benefits does sales lead automation offer businesses in this highly competitive sector?

Assess value and prioritise leads

Lead automation software can look at the form submissions and other enquiries a claims business receives, and assess their value and priority.

This is vital for businesses as it allows them to identify lucrative opportunities and prioritise them within their teams.

Software can also assess which category a claim falls into. If your business offers multiple services, you are likely to have specific teams that have an area of expertise. For instance, PPI or personal injury claims. Lead management software can identify which teams would be best suited to which leads, and filter them through to the most effective members of staff to process.


The claims sector is highly competitive. It often becomes a case of which business can get back to customers first and make the best first impression. Lead management software can operate 24/7, meaning that if a customer gets in touch outside of normal working hours, you are still able to engage with them.


Managing a large quantity of enquiries from customers can be a full-time job for sales staff. Having automated processes in place allows the software to handle a lot of the basic admin that employees would normally do, including sending confirmation emails or arranging callbacks.

Within the claims sector, this is vital as staff can devote more of their time to talking to high-value leads and providing a higher quality of service. They will also have more time to devote to customers, as lead management software handles the simple filtering and initial responses.

This allows a team to be much more flexible, freeing up the time for them to move from one enquiry to another. Staff can do this without needing to spend time carrying out simple admin tasks, which eat into a lot of their time and reduce productivity.

Fast responses

The claims sector is highly competitive, with brands offering a range of services and avenues for customers looking to make a claim.

Customers looking for the best people to action their claim are likely to contact many brands for additional information. It often becomes a case of which team can get back to customers first and make the best first impression.

Lead management software can help with this as it can firstly inform a potential customer that their request has been received, letting them know it is being dealt with. The software can then arrange a time for a callback and confirm additional details with a lead, prior to them speaking to a member of the team.

This gives staff the information they need to offer a better level of service when they first talk to a customer.

Another advantage of lead management software is that it operates 24/7, meaning that if a customer gets in touch outside of normal working hours, a business is still able to engage with them. This is a great way for a business to show potential customers that they are available in some capacity. But it also shows that they are highly responsive, which can help give them a leg-up on the competition.

Helping your claims business maximise leads

Managing the leads coming into your company is hugely important for any business. In the claims sector, it is vital that your leads are assessed, passed to the right people, and responded to promptly.

Your customers are often looking for a solution to a problem. Understanding this and taking the steps to improve how you respond to customers can help you meet their needs and stand out from your competitors.

At FLG, we provide a family of robust lead management tools that can:

  • Efficiently process your leads to help follow up and achieve more sales
  • Integrate with other software platforms, including MailChimp and Campaign Monitor
  • Use powerful workflows to automate your sales processes

If you’re interested in learning more about FLG, take a look around out platform features.

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