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Insurance Leads – Work Smart, Convert More


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Insurance Leads – Work Smart, Convert More

 

When following leads, it’s not enough to have just sales savvy. You need to know the tools that are available to you as well. This is especially important as your client base expands, as these tools would considerably help you handle more leads without missing a beat.

 

On top of every insurance agent’s list of useful resources is the lead management software. It’s a nifty organization tool that, if used correctly, could make the agent very efficient in following his leads. Let’s take a look at one of the most common features of a typical lead management system.

 

To enable agents to sift through any number of leads easily and systematically, insurance leads software have built-in filters that categorize each lead. The agents can use these categories to organize his leads, and make sure that he is on top of each one as he moves forward with the sales process.

 

Basic information like age and body mass index makes up the fundamental filters included in lead management software. Depending on the insurance product you sell, other related categories can be added such as the health policy type that the lead is looking for, major health conditions, coverage amount of his existing plan, and even a category for the tobacco and drug use of the leads. They help you form an insurance package that is appropriate for each lead.

 

Aside from organizing these data, the insurance management software also enables the agent to target leads specific to a location. There are geographic filters available that can help agents include or exclude certain US cities and states. These filters are designed to keep the list highly targeted, so an agent can work only on leads where he has the most chance of getting a sale.

 

 

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