Skip to content

Lead Management System

Being in sales means that you not only need the leads, skills and motivation to close the sales. You will definitely need a tool to equip you in organizing and connecting with your prospects. As all sales related professions, insurance sales is not exempted in needing a Lead Management System that can help them organize and monitor their sales leads, also increase their efficiency and productivity in pulling up and sending information to prospects.

BrokerOffice is a Lead Management System that makes it simple for Insurance Agents to track and monitor the “aging” of their leads. BrokerOffice can also be integrated with a LeadMiner email autoresponder to enable you to send out marketing messages to your prospects.

So what can you expect from BrokerOffice?

  1. Higher Close Rate – Lead aging or lead nurturing is a critical phase to watch out for. With new hot leads coming every day, an agent finds it hard to stay on top of these leads and more often than not, most of these prospects are left behind and becomes a missed opportunity. With BrokerOffice, it will be easier for an agent to monitor the lead nurturing and be able to pay attention to those leads that has high potential for closing that were entered previously. With all the leads monitored, there are no missed opportunities resulting to higher close rate.
  1. Analyze ROIs – Most sales agents usually spend a lot of money purchasing leads without counting the returns and finding out the best lead source with higher close rates. With BrokerOffice, you can easily monitor the costs of leads and determine which lead source brings better results and lets you invest on the right lead sources.
  1. Greater Productivity and Mobility – since BrokerOffice is automated, it will be easier for you to stay on top of your leads in the pipeline since it enables you to monitor and generate reports of your sales pipeline. Aside from this, the system has a secure back up and can be accessed anywhere since data is always available online. Managing leads had never been easier since it saves you a lot of time which translates to greater productivity.

BrokerOffice remains to be the most cost efficient tool for every insurance sales agent in terms of managing their leads and monitoring the sales pipeline. With a fast paced and demanding profession, it is essential to be equipped with the best cost efficient tool in the industry and BrokerOffice has always been a highly recommended tool from most insurance sales agents and brokers. To find out more about BrokerOffice, fill out our contact form and have Lead Consultant help you get started.