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Insurance Leads Management Do’s and Don’ts


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Insurance Leads Management Do’s and Don’ts

 

To get the most out of the insurance leads that you just bought, it is important that you can manage them properly. It requires a sound approach, one that you could systematize that you can do it almost automatically. If you haven’t figured out yet a working style for the leads you regularly get, here’s a few ideas to get you started:

 

1. Do proper categorization of your leads. Organize them in a sensible manner and update it each time there are new feedbacks in your communication with the leads. This would become very valuable and will save you time as it spans weeks and months working on the same leads. It will give you an easy reference for each prospect that you just covered.

 

2. Don’t forget to have a good game plan when contacting leads. TBe sure to get to the point in a simple and informative manner. Learn what you have to say and deliver it effectively. You don’t want to burden your leads with long talks and time-consuming back and forth via phone and email.

 

3. Don’t be trapped by what you have been used to, employ new tools and services. Take advantage of new technologies. The Internet could be a powerful business tool that you can harness. There is a plethora of management software available online, as well as marketing channels that you can tap into. The key is to never stop learning.

 

4. Do update your leads regularly. This could be in the form of newsletters or emails. Make sure you have your most important product information publicized in a form that can be easily circulated among groups of people.

 

 

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