Insurance Leads Management Must-Haves

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Insurance Leads Management Must-Haves

One of the secrets that make online insurance leads convert more than the other is the customer management software that comes bundled with purchased leads. It is a nifty tool to organize prospects, allowing you – the agent – to make the most out of your insurance leads budget.

Just how efficient the lead management software is, depends in large part on its built-in features. You often hear it said that getting quality leads is only half of the challenges that insurance agents face. The other half is turning these leads into sales. In this stage of the sales process is where efficient leads management software comes very handy. Here’s a few things that you’re management system should have.

1. Leads Import and Export – A CRM ought to give you the ability to upload and download an updated prospects list. This will allow you to work on your list wherever you are, and make sure that it is always updated with the most recent comments and feedback about the prospect.

2. Notification - Leads are at their best when they are delivered fresh. It would be very lucrative for your business if you could act on them immediately. A notification feature that will alert you of new leads is very helpful in keeping you updated on new leads.

3. Lead Categories and Filters - You wouldn’t want a pile of leads that has become un-actionable because they are on a list with no categorization whatsoever. To help you sift through each lead, categories and filters are very important features of your insurance management software.

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Insurance Leads Management Must-Haves

Insurance Leads Management Must-Haves

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