Capture & Convert Hatch Leads

What is a Hatch lead?

A Hatch lead is a visitor who submits their contact information through your Hatch site. This may happen when someone requests more information, asks to be contacted, starts an application, schedules time with you, or takes another action through the available forms and calls-to-action on your website.

How do visitors become leads on my Hatch site?

Visitors will typically become a lead by completing one of your intake forms. Depending on your site setup, a visitor may be able to:

• Request help or more information
• Submit contact information
• Book an appointment through your calendar link
• Begin a direct-to-consumer application

Each of these actions will create a lead in your Funnel account that you can follow-up with.

What happens after a visitor submits a form?

After a visitor submits a form, Hatch captures their name and contact details, and delivers the lead to your designated lead delivery destination. Depending on your delivery settings, the lead may be routed to either your e-mail address or directly into your Funnel account.

What information is collected from a lead?

Lead details collected will vary depending on the form that the visitor uses. Common lead details will include:

• Lead first & last name
• Phone number
• Zip/State
• Product and coverage interest
• Appointment request details
• Application activity (only for DTC-originated leads)

Can visitors schedule time with me from my Hatch site?

Yes - in fact, we encourage this! If you completed the calendar setup process in the Hatch Agent Portal, your site visitors have the option of scheduling time with you directly from your Hatch site.

Appointment availability, reminders, and meeting details are managed through your Calendly account and can be managed by you even after your Hatch website is live.

What is the direct-to-consumer application experience?

The direct-to-consumer ("DTC") experience allows eligible Hatch visitors to begin the insurance application process from your Hatch site. For more help, see the dedicated article: Direct-To-Consumer (DTC) Agent FAQ.

A visitor may be able to begin the application process from your Hatch site, but a policy is not automatically issued. Final eligibility, approval, and policy issuance are determined through the carrier’s application and underwriting process.

If a visitor begins the direct-to-consumer application process but does not complete it, the activity may be considered an "abandoned application". Depending on the current workflow, the visitor’s information may be available for a follow-up conversation.

For more detail, see the dedicated article: Understanding the Direct-to-Consumer Experience.

Can I follow up with leads myself?

Yes, you should follow up with leads according to your normal business process and any applicable Quility guidelines. If the lead is routed into Funnel or via e-mail, use the available lead details to contact the visitor and help them with their next step in their purchase journey.

What should I do if I am not receiving leads?

First, confirm that your Hatch site is live and that your contact information is accurate. If you still cannot find the lead, submit a Hatch Support request. To help Hatch Support review the issue quickly, include as much detail as possible.

Helpful information includes:

• Visitor name
• Visitor email address
• Visitor phone number, if known
• Approximate date and time of submission
• The page or form the visitor used
• Whether the visitor was trying to schedule, request information, or start an application
• A screenshot of any error message, if available

Can I change where my leads are sent?

Yes, you may submit a lead delivery change request to Quility Leads Support Staff at leads@quility.com.

How can I improve lead conversion from my Hatch site?

The best way to improve conversion is to make sure your site feels complete, trustworthy, and easy to act on. Below are a few helpful steps to get you started:

• Use your Hatch site link in emails, texts, social posts, and client conversations
• Add a professional profile photo
• Keep your bio clear and approachable
• Make sure your phone number and email address are correct
• Add your Calendly link so visitors can book time
• Follow up with leads promptly after they submit information

Who should I contact if I need help with leads?

Contact Hatch Support if you need help with lead routing, missing leads, form issues, application activity, or have questions about how a visitor’s information was handled.

For best results, include the visitor details, approximate submission time, and a short description of what happened.