Project Overview
Lead Assurances Platform
The Lead Assurances Platform is designed to manage and sell qualified leads (contacts who have requested quotes on insurance websites). It aims to streamline the process of lead management and sales, ensuring efficient and accurate handling of leads from acquisition to distribution.
Lead Management: Store leads in a database for easy accounting, export in CSV format, transmission, and sale. Exclusive and Shared Leads: Sell leads either exclusively (lead is removed from the platform after sale) or shared (lead can be sold up to three times). Set exclusive and shared pricing for leads.
Client Acquisition: Clients can purchase leads automatically using account credit based on predefined parameters or manually from a stock list of available leads.
Lead Notifications: Notify clients (insurers) via email when a lead is assigned to them. The email includes lead information except for contact details, which are only accessible upon login. Lead Notifications to Prospects: Notify leads via email when their request has been forwarded to an insurance professional, including their contact details.
Data Retention and Purging: Define the retention period for leads on the platform according to GDPR compliance (e.g., 24 months), after which leads are automatically deleted. Provide a GDPR compliance link with an opt-out form on the platform.
Admin Interface: Monitor the number of collected leads, clients, payments, etc., through an admin dashboard.
Client Interface: Allow clients to view available leads (without contact details), recharge their accounts, and export leads.
- Frontend: Laravel, HTML, CSS, jQuery
- Backend: Php
- Database: MySQL
- Payment Integration: Stripe, PayPal
Efficiency: Simplifies the management and sale of insurance leads, reducing administrative burden.
Flexibility: Offers multiple options for lead purchasing and selling, catering to different client needs.
Compliance: Ensures GDPR compliance through automated data purging and user-controlled opt-out options.
Security: Protects sensitive lead information by controlling access through login credentials.
API Integration: Expand the platform’s capabilities by integrating with additional third-party systems for seamless lead transmission.
Mobile Application: Develop a mobile application to provide brokers and clients with access to the platform on the go.
Enhanced Analytics: Introduce more advanced analytics features, including predictive analytics and machine learning insights. For more information, visit the http://plateforme.leadassurances.fr/.