FAQ

Getting Started

Rabbit Closer is an automated lead management service that helps lead buyers, such as insurance agents, turn more leads into actual customers. It automates many lead management best practices, such as instantly reaching out to potential customers via SMS and email in a personalized way, adjusting messaging in real-time based on customer responses, and attempting to convert leads into inbound customer calls.

To get started, first sign up for a free trial account. Our integration team will then reach out via email to assist you in connecting your lead providers to Rabbit Closer, and get you fully onboarded. You can configure a number of settings, such as when your agency is notified of a customer response, the schedule upon which leads are contacted, the specific messaging used, and various other aspects of your lead management.

How It Works

Rabbit Closer helps you close more leads, by automating many of the lead management practices that small and mid-sized businesses typically do not have the manpower or organizational infrastructure to implement.

We integrate with your lead provider, and enable you to have automated SMS and email outreach to leads, automatically change the conversation flow based on lead responses, convert web leads into inbound calls, analyze your lead sources to identify your best ROI, and track your leads performance.

We provide you with a login to your account dashboard, where you can view all of your leads and responses in real-time. And, to supplement automated responses, your staff can respond via SMS or email to customers on an individual basis.

Your Rabbit Closer account can be customized to send the specific messages you want, when you want to send them, or you can use the pre-loaded customized templates and communication schedule that is pre-loaded in your account.

Plans & Subscriptions

Rabbit Closer offers various pricing plans, which can be found on the Pricing & Plans page. All plans have access to Rabbit Closer’s full feature set. This includes all of the lead provider integrations, Automated SMS and Email Outreach, Email Drop Campaigns, Inbound Call Generation, Lead Tagging, Lead Source ROI Analysis and more.

Plans are differentiated by their allotment of leads managed per month, organization member logins, and account setup level.

A Lead Managed is any lead entered into Rabbit Closer’s platform, whether added manually by you, the agent, or automatically imported into Rabbit Closer via an integration with one of your lead sources. This applies regardless of whether the lead converted into a customer and regardless of the level of Rabbit Closer’s interaction with that lead.

An Organization is an entity that houses your leads so that they can be centralized and accessed by multiple user accounts. Organizations typically correspond to a business entity, such as an insurance agency, with employees becoming members, but can be used however you see fit.

Account Setup is included with all Rabbit Closer plans. Some plans include Basic Account Setup, others include a Custom Account Setup. Basic Account Setup includes assisting you, via email, to integrate your lead providers with your Rabbit Closer account, as well as provide limited troubleshooting support. Customers with Basic Account Setup are responsible for configuring their own account settings and messaging. Customized Account Setup includes assisting you not only in integration and troubleshooting, but also with customizing campaigns and messaging.

Plans can be upgraded at any time. If you are interested in a custom plan, please contact us.  You can also cancel your paid plan at any time by contacting us.

Account Access

Once you’ve signed up for Rabbit Closer, your new account will be configured, and, once completed, you’ll receive an email with your login credentials. Depending on which lead providers you use, initial configuration will take between 1-2 days. We will also include in that email instructions to complete any remaining on-boarding steps.

Use your login credentials to access your dashboard via the My Account page, which provides you with access to all of the account features.

Password Reset

If you don’t remember your Rabbit Closer account password, select Reset User Password on your My Account page. You will be directed to a password reset page. Enter your email address, and you’ll be sent a link to reset your password.

If you don’t see the email in your inbox, check your spam or junk folders. If you still have not received the email, please contact our support team.

Payments & Cancellations

All Rabbit Closer plans begin with a free trial period. Plans are billed on the expiration of the free trial period, and monthly (or annually) thereafter.

In addition to your Plan charge, if you exceed your plan’s monthly lead allotment, we’ll kindly reach out and offer you the choice to upgrade your account, or, alternatively, overage fees will be charged to the payment method on file, at a rate of $20.00 per 100 leads. Plans can be upgraded at any time. If you are interested in a custom plan, please contact us.  

You may cancel your Rabbit Closer account at any time by simply contacting us and requesting cancellation; however, there are no refunds for cancellation.  Your lead data and contact access will be removed upon cancellation. Therefore, you should view and export your lead data prior to cancellation. You can reactivate your account at any time. 

More Questions? We’ve got answers.

We’re always happy to help troubleshoot or answer other questions you might have, just contact us.