Service Overview

1
Service Overview
2
Internet Generated Leads

• What the Net is good at is providing qualified
  leads27 of consumers said they were likely to
  gather information on the Internet before buying
• Forester Research

3
Our Service

• LeadBot brings qualified Internet prospects
  together with sales professionals in the
  following financial industries
• Life Insurance
• Mortgages Purchase and Refinance
• Annuities
• Impaired Risk
• Debt Consolidation

4
Always Be Closing

• A Single, Consistent Source for High Quality
  Prospects
• Self-qualified
• Non-incentivized
• Fresh, real-time leads
• End-to-End Branding
• Deliver a consistent brand experience regardless
  of prospect origination point
• Engage fickle Internet consumers with relevant,
  intelligent messaging and interaction
• FOCUS ON YOUR CORE COMPETENCY
• CLOSING NEW BUSINESS

5
The Leadbot Prospect Pipeline
Proactive searching via search engines or
proactive response to non-incentivized marketing
Consumer Researches Product
Targeted, single-product websites designed to
educate consumers and drive them to initiating
contact with a financial professional
Consumer Reaches Targeted Portal
Consumer Requests Quote
No incentives, no smoke and mirrors. Prospect
expects a call from a financial professional.
Leadbot scrubs data for validity and assigns
prospect to a financial professional with proper
state licensing and an open Leadbot order.
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MyInsuranceQuotes.com One of Our Consumer-Facing
Websites
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The Experience

• Customer
• Proactive Inquiry
• Educated on Products
• Needs Assessed
• Expectations Set
• Connected with Financial Professional

• Financial Professional
• Qualified Prospects Delivered Throughout the Day
  Via
• E-Mail
• XML
• Microsoft Word
• Microsoft Excel
• Fax
• CSV, TSV, flat file
• CGI Post. . . and more
• Detailed Prospect Information
• Prospects Expecting Call

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The Benefits

• Customer
• Empowered through education
• in-person visits optional
• The efficiency of automation with the security of
  personal, human interaction

• Financial Professional
• Timely, highest quality prospects
  SELF-QUALIFIED
• Personalized messaging develops relationship from
  step one
• Detailed, accurate information puts agents closer
  to closing
• One stop shopping

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Getting Started

• Visit http//www.leadbot.com
• Create your agent profile
• Select your product, quantity and delivery format
• Submit payment for complete order via Visa,
  Master Card and American Express
• Start receiving prospects and closing new business