Write More Policies... without Leaving the Office

The Right Insurance Agency Tools

We've been helping agents use the Internet to run more profitable agencies for years - and no two agencies are the same. But many times, they have very similar challenges.

Whatever business aspect you'd improve, we have an insurance agency tool that can help.

Below are some of the most common problems agents have with selling health insurance. We've included our recommended tools and management software and why we think they could be the right solution for you.

Agency Admin Challenges & Solutions

Quoting takes too long.

I want an easier/more professional way to present plans to prospects.

Mailing out proposal packets takes too long and is too expensive.

Every time we get a new lead I (or my staff) have to enter it manually into our contact manager.

I lose track of leads after the first couple of phone calls.

Marketing Challenges & Solutions For Insurance Agents and Agencies

I wish my website was interactive/showed people rates.

I'm paying a lot for my Yellow Pages ad/direct mail campaign… and not getting many phone calls out of it.

I'm tired of field appointments/I want to expand my market.

I never have time to market to older leads.

Admin Challenges & Solutions

Quoting takes too long.
Hands down, manual quoting is the biggest time-waster for agents. And it's the easiest problem to solve.

Solution: Quote Engine
Instead of spending 25 minutes or more running rates, the quote engine lets you whip out a multi-carrier quote and email it to the prospect in just 60 seconds. The quoting tool and software frees you up to work more leads per day - and write more policies.
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I want an easier/more professional way to present plans to prospects.
Whether you're driving to meet prospects or wearing them out by rattling off a long list of rates and plan details over the phone, presenting a proposal feels harder than it should be.

Solution: BrokerOffice
BrokerOffice lets you give virtual presentations. Walk the prospect through plan details over the phone while looking at the same proposal online. Instead of telling prospects to "grab a pen," send them a professional proposal that includes carrier brochures, rates, and online applications. Online presentations are easier to give, and the lead management tools make choosing an insurance plan easier for every customer.
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Mailing out proposal packets takes too long and is too expensive.
You're spending hours every day just to assemble and mail out proposal packets. And the more business comes in, the more postage spent.

Solution: BrokerOffice
This lead management tool special for agents and agencies helps to create and send proposals entirely online. Just point, click and it's done. It might even be a good idea to cancel postage contracts - now the only paper to handle is the written policy.
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Every time we get a new lead I (or my staff) have to enter it manually into our contact manager.
Entering lead data is a big chore. It takes away from the time that could be used to work more health insurance leads or service policies. And there's always the chance someone will slip up and mis-enter information.

Solution: BrokerOffice
BrokerOffice automatically imports insurance leads for you. Purchased leads, leads generated on the web, and leads from online campaigns are instantly at your fingertips. And there's no risk of human error. This import management tool is a big time-saver - it helped one agent save $13,500 in wasted admin work a year.
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I lose track of leads after the first couple of phone calls.
With so many leads coming in - and all in a different part of the sales process - it's difficult to remember where things left off and who to call next. And if someone calls in to talk about their policy, get ready to scramble to find their information in a sea of paperwork.

Solution: BrokerOffice
BrokerOffice is the agency tool that lets you set the lead status so it's easy to sort every contact by their spot in the sales cycle. Easily prioritize call backs for the most efficient use of time. And forget about hunting for a client's information while they sit on hold. Pull up any lead in seconds and see the policy sold - so you're never caught off guard.
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Marketing Challenges & Solutions

I wish my website was interactive/showed people rates.
A website is basically an online version of a business brochure. Without one, there's no way of capturing and generating leads, and there's nothing to offer visitors who are shopping on the internet for health insurance quotes.

Solution: Website with Quote Engine
Our quote engine instantly transforms any website into an interactive sales tool and lead generation source. Visitors get to instantly compare and customize quotes featuring your carriers' plans. and their information is sent automatically with the quoting software.

Still don't have an insurance agent website? Our insurance websites are designed as a tool to convert online visitors into leads and come with our quote engine built right in.
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I'm paying a lot for my Yellow Pages ad/direct mail campaign… and not getting many phone calls out of it.
Tired of never knowing when the next lead will come in - or where it will come from? You're spending a lot on marketing campaigns. but you're still seeing a disappointing return and a low amount of leads.

Solution: Website and Internet Leads
Adding a website address to print marketing campaigns give prospects a "no risk" way to learn about you and shop rates. This online agency tool also provides a destination to send any traffic that responds to online marketing efforts. If you'd like a quick way to secure a reliable supply of prospects, our sister company ProspectZone offers leads. These insurance leads are people who are actively searching the internet for insurance, sent straight to your email inbox with our quoting software in real-time.
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I'm tired of field appointments/I want to expand my market.
Field appointments are a slow way of doing business, and sales territory is defined by how much of the budget goes into the gas tank.

Solution: Website and BrokerOffice
A website is the online version of an agency. Prospects can visit 24 hours a day to shop for rates and even apply for plans. And there's no limit to the market - the website easily serves prospects statewide or nationwide.

Creating online proposals with BrokerOffice means never having to sit at a kitchen table to make a pitch again. Convenient online applications speed up the process and boost commission checks.
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I never have time to market to older leads.
You've got a growing database of old insurance leads and no way to market to them.

Solution: LeadMiner autoresponders
Our LeadMiner autoresponders makes it simple to set up an automatic drip marketing campaign to transform those old contacts and stale leads into sales. Autoresponders touch leads repeatedly with personalized messages for up to a year at a time. When the time is right for a prospect to rethink insurance, they'll have the offer in their inbox.

LeadMiner is the only autoresponder system that can include updated individual health quotes in every message sent. A powerful call to action, you also get an email alert to get a heads up when a lead is looking at your online proposal.
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Interested in solving one of these challenges, or have another question? Contact a Product Specialist and we'll explain how our entire suite of agent insurance tools can help amp up business.

Ready to see the tools in action? Demo any product or software to get a close up look at how these agency management tools will work for you.

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