How to manage leads

Managing your existing business leads is important. If you keep obtaining new leads but have no effective way of tracking them, there is no way of knowing what profitable business opportunities are missed.

Any insurance agency should implement a consistent lead management system. Successful agencies implement the following organizational tools:

  • A centralized database
  • A lead classification system
  • A centralized database is key for organizing and managing all leads. Such a database allows employees to access the information available for all leads. The database will keep track of any changes made to all existing leads.

    Every insurance company should have an established and uniform classification system that ranks incoming leads. A consistent ranking system, that is company wide, will make sure that employees do not classify leads with different methods.

    A consistent and organized lead management system allows for improved lead generation and higher revenues on insurance sales. An efficient lead management process saves time, money and effort giving your company an edge over your competitors.

    Lead Types

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