Lead Management and Keeping Up with X-Dates
Being an insurance agent can be a serious juggling act. You've got to keep up with leads, selling policies to new customers, updating policies, follow-up e-mails and phone calls, staffing issues, finances, and plenty more. So it can be tough to remember everything, like when your current customers' policies are going to expire.
That's one of the ways a lead management system can really come in handy for you. A good lead management system will let you know when to make contact that make sure your customers know it's time to renew their policies, or even send out an automated e-mail to remind customers it's time to renew.
Then you can focus on making your agency grow to the top-selling agency you want it to be.