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New Features
Check out the latest updates to our suite of time-saving Web tools and insurance software for health insurance agents.
BrokerOffice Updates
Cost Per Sale Report
No more guessing how lead sources are doing. Now you can automatically track conversion ratio and cost per sale for every lead source! See which lead sources convert highest for any time period you choose, based on the status you've given them.
To configure the Cost Per Sale report:
- Login to your BrokerOffice account
- Click on the "Reports" tab
- The Cost Per Sale report is automatically displayed. Just click on "Configure it today!" and follow the simple steps to add a new lead source.
Edit All Your Leads From The Dashboard
Now you can easily edit lead contact information and set their status straight from the lead summary page. Just click on the field you want to update, and enter the new information. Changes are automatically updated once you click out of the field.
We've also added a new phone number field to the lead summary. Work straight down the list of new leads and update them as you go - no more visiting separate edit screens for each lead. Make changes to ANY lead, all from one screen.
