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Lead Management Software Takes the Hassle Out of Health Insurance Sales
How profitable would the agency be if you could end repetitive data entry and paperwork forever? Or if you could put a stop to manual quoting and assembling those pricey proposal packets?
Say goodbye to unproductive admin work — while contacting, quoting and closing MORE leads every day. Our lead management and distribution software, BrokerOffice, automatically enters your leads AND lets you sort, track and quote them instantly for a truly paperless, efficient operation.
Kiss Tedious Admin Work Goodbye...
- Create and send multi-carrier, detailed proposals with one click, and get them in front of prospects in seconds, not days
- The management system imports leads automatically, freeing you from tedious data entry
- Send the latest carrier applications and brochures with every online proposal - no postage or assembly necessary
...And Start Being More Productive
- Manage and distribute every lead from ONE central online location - work from home or anywhere there's access to the internet
- Instantly pull up prospect information and recent proposals
- Store all lead data securely online - no more messy paperwork
- Spend more time selling and servicing your existing policies
- Review your online proposal with prospects on the very first phone call
- Run reports to get a real-time snapshot of your Cost per Lead and conversion ratios
- Have a true Customer Relationship Management (CRM) tool that lets you import, quote, track and follow-up leads from ALL online sources from lead to renewal
Stop spending hours managing leads - schedule a demo to see how the BrokerOffice lead distribution software will streamline your business.
BrokerOffice Advantages:
- Automatic lead importing lets you import leads from vendors and any leads generated from website or internet marketing campaigns
- Activate quoting software to email multi-carrier proposals and apps to prospects as either a PDF or HTML file
- Built-in calendar to schedule appointments, follow-ups and renewals
- Lead performance tracking with real-time reports
- Prioritize leads with an easy "point and click" system for efficient follow-up
- Secure, password-protected access to the lead database from any internet connection
- Daily data back ups and secure storage on our co-located servers ensure information is always available
- Sort leads by status, follow-up date, applicant data, contact information and more
- Attach notes to each lead profile
- Seamless integration with optional LeadMiner autoresponder software to automatically touch leads with custom email messages and quotes
- Customize proposals and documents to align with windowed mailer envelopes
- Standard Maintenance Package
- Unlimited attendance to on-demand online product training to master the lead distribution system and software
Schedule a software demo and see for yourself how easily and affordably you can eliminate exhausting admin work, cut costs and get free time back.
