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Required Fields For Online Quote Engine?

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Required Fields For Online Quote Engine?

Postby stok » Wed Aug 19, 2015 9:41 am

Hi everyone,

I have been giving some thought on exactly which contact fields should be required before someone is allowed to run a Health Insurance quote from my online engine.


Option 1: Leave all fields non-mandatory (name, email, phone)

Option 2: Require name and email, leaving phone non-mandatory

Here is why this has come up for me.
Every time someone runs a quote from my site I am notified.
After I am notified I like to re-run the quote with a few of the best fit plans, IMHO, and email it to the prospect.
I include some online application instructions and ask the person to call me with questions etc.

Here is the issue.
If no email address is entered I don't get a notification.
I can see the quoting history however.
Several times I have seen multiple quote being run with the name "prospect 1, 2 etc" leading me to believe another agent might be running rates on my site.

I understand that people like anonymity when shopping online and I don’t want to scare off potential clients with a required email field.
I also don't pay for the system to produce leads with no way to contact them.

Any input is appreciated.

Thanks!

SCBroker
stok
 
Posts: 185
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Required Fields For Online Quote Engine?

Postby Jaecar » Wed Aug 19, 2015 9:48 am

The more mandatory fields you have, the more serious your prospect will be.

The less mandatory fields you have, the less serious your prospect will be.

It all depends on how highly you value your time.
Jaecar
 
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Joined: Tue Dec 31, 2013 6:18 pm

Required Fields For Online Quote Engine?

Postby Twiford » Wed Aug 19, 2015 7:40 pm

SC...I think about that all of the time.

Email, date of birth, zip code and ht/wt are mandatory. I don't have the phone as a mandatory field but find about 35% leave their phone number. I don't usually call web-driven prospects anyhow, but that's about to change.
Twiford
 
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Required Fields For Online Quote Engine?

Postby Jerold » Wed Aug 19, 2015 11:55 pm

Thanks for all of the feedback!
Jerold
 
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Joined: Sat Jan 11, 2014 11:46 am

Required Fields For Online Quote Engine?

Postby Link » Fri Aug 21, 2015 8:19 am

For me a lead without a phone number is worthless.
Link
 
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Joined: Fri Jan 03, 2014 6:59 pm

Required Fields For Online Quote Engine?

Postby Barthelemy » Tue Aug 25, 2015 1:20 am

MUST provide email & phone. I always cross-check phone to see if it is valid before calling. If not, the lead is trashed. If the email is [email protected] the lead is trashed.
Barthelemy
 
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Joined: Sun Jan 19, 2014 6:52 pm


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