Talk to ConvertRep

• The platform — Verify, Track, Route, Intelligence, Persistency and BenchmarkIQ.
• BenchmarkIQ — how your conversion, speed-to-lead and retention compare to peers.
• Customer results — outcomes from brokers, call centres and insurers.
• Security & data handling — how we protect policyholder data.

ConvertRep is bought by teams that already spend meaningfully on insurance leads and suspect the loss is operational rather than creative. Before anything is signed we run a structured discovery: where leads come from, how quickly they are contacted, who is allowed to work them, and what share ultimately binds and stays on the books past month thirteen. That sequence matters, because a routing change that lifts contact rate is worthless if the policies it produces lapse inside a year.

Engagements start with a single channel or campaign so results are measurable against a clean baseline. Verification and routing go live first, attribution follows once click IDs and offline conversion feedback are flowing, and persistency reporting is switched on when at least one full renewal cohort is available. Every stage produces a number your finance team can reconcile — cost per bound policy, not cost per lead.

Pricing is based on lead volume and the modules you run, with no per-seat charges for agents. If ConvertRep is not the right fit — for example, if lead volume is too low for statistically meaningful routing decisions — we will say so on the first call rather than sell an implementation that cannot pay for itself.

What happens on a ConvertRep demo call?

A 30-minute working session, not a slide deck. We map your current lead flow end to end — sources, verification, routing rules, dialer handoff and policy outcomes — then show the same journey inside ConvertRep using representative volumes from your book. You leave with a written view of where contact rate, speed-to-lead and persistency are leaking revenue, and what the realistic recovery looks like in bound policies per month.

Do I need to send data before the first call?

No. The first conversation runs on your descriptions and any reporting you already trust. If you want to see ConvertRep against your own numbers, a de-identified export of lead source, contact attempts, quote and bound outcomes over a 90-day window is enough for a benchmark read. Nothing is loaded into a production environment until a mutual NDA and a data-processing agreement are in place.

Which systems does ConvertRep integrate with?

ConvertRep connects to the tools insurance distribution teams already run: CRM and policy administration systems, dialers and contact-centre platforms, lead vendors and aggregator feeds, marketing platforms such as Google Ads and Meta for offline conversion feedback, and analytics via GA4 and server-side tagging. Anything without a native connector is handled through the REST API and webhooks, so lead events and policy outcomes stay in sync both directions.

How long does implementation take?

Most teams are routing live traffic within two to four weeks. Week one covers source mapping and verification rules, week two covers routing logic and licensing constraints, and the remaining time is spent reconciling bound-policy outcomes so attribution and persistency reporting agree with finance. Larger books with multiple carriers or call centres typically run a phased rollout by channel.

Who should be on the call?

Bring whoever owns lead spend and whoever owns the sales floor — usually a marketing or growth lead plus a distribution, contact-centre or agency operations lead. A RevOps or data person is helpful when integrations are on the agenda. Procurement and security reviews are handled separately; our security and data-handling documentation is published up front.

How quickly do you respond to enquiries?

Sales enquiries sent to hello@convertrep.ai receive a reply within one business day. Existing customers should use support@convertrep.ai, which is monitored Monday to Friday, 08:00–17:00 SAST, with severity-one incidents escalated outside those hours under the terms of your agreement.