Lead Management

Our Lead (Submissions and Inquiries) Management Dashboard is designed to help you effectively manage the leads we generate through the entire multi-pronged marketing process. 

Use the tool to effectively manage your prospects, clients and renewals.

  • Jump on opportunities quickly with immediate response functionality
  • Single point interface provides efficient management of multiple leads
  • Identify the hottest leads and characterize them in order of importance
  • Target desired lead characteristics through advanced filtering
  • Improve ROI measurement with lead update status capabilities
  • Better understand which agents bring you the most revenue and how often
  • Seamlessly track your correspondence with agents through the entire sales process

This is a powerful way to stay in touch with your clients every step of the way – submission, quoting, underwriting and policy stages. You can also use this tool to see which of your clients brings you the most revenue, how often and which leads are hot, warm or cold.

We just made managing your leads more efficient!

UPDATE : In August 2016, we released a unique, market leading monthly scoreboard report. See a sample here.