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Know Your Tool: Insurance Lead Management Software Explained

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Know Your Tool: Insurance Lead Management Software ExplainedHomeBlogKnow Your Tool: Insurance Lead Management Software Explained

 

Lead management software is an integral part of every successful insurance agent’s business resources. To be successful in the industry, business sense and sales savvy are a given. It is hard to imagine an insurance agent who can stay long in business without the traits of a good salesman. What makes some insurance agents more successful than the others is his ability to wield available resources.

 

It is a common misconception that an insurance agent is only as good as his leads. Some rises above the challenges and close a sale. There are ways that seasoned agents get the most out every lead they get. And it starts with proper lead management.

 

First, here’s a precaution. Not all lead management software is the same. This is why you should pay attention to the details and overall capabilities of the lead management software you’re getting.

 

A good platform where you can manage your leads easily consists of three basic capabilities: Filter, distribute, and track leads. Lead filtration is probably the most important part of the process. Here, you can set different criteria to organize your leads like age, sex, and other information. You may also use geo-targeting in your filters to enable you to segment different prospect according to their location. This step allows you to focus on leads that you’re confident you can close.

 

Lead distribution and tracking, on the other hand, are part of the managing the leads from first touch point to conversion. During this phase, you can distribute leads among the members of your team according to their specialization. You can earmark different leads so you will be able to track their progress.

 

Now, let’s hear it from you. Which features of your lead management software do you like? What feature do you wish it has? Let us know in the comments.

 

 

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