Lead Management System

Insurance Lead Management System

We give away a free BrokerOffice lead management system with all lead purchases. Please go to www.BrokerOffice.com to learn more about it.

Live Transfer Insurance is committed in providing our customers with superb customer service. We have gone out of our way to always better serve you through our free lead management system whenever you buy our leads. This means, you no longer need to hire a secretary to fix your files since brokeroffice is more than enough to keep and manage your leads systematically. The money you will be saving from not hiring a secretary can be use to purchase a lead which in turn can give you more earnings.

With the automated way of recording your data, you tremendously cut down your working time and can turn more attention on your sales call. With the quality of the leads we will be sending you, we assure you that you will have your hands full of interested insurance shoppers.

Since it is not unusual for interested customers to ask varying questions, we have design our lead management to be used as easy as possible. You can search for information you need with just a few mouse clicks and be ready with accurate answers. You will greatly enhance your credibility as it will tell your customer that you have done your homework well and know what you are talking about.

The way you send your leads to your agents or sub-agents if you have any are simplified for your convenience. Just a few button clicks and the leads are already in the hands of each team member. You can even pre-set brokeroffice to function separately on each agent since you can give your leads by lead source, seniority and territory. You can even set the maximum number of leads an agent can receive in a day or monthly basis.

Our lead management system can also be use to easily monitor the status of a particular lead. You can track down what happened from the time you made your first sales call up to the time the sale is closed and needs renewal. Brokeroffice can also be used to check on the performance of each of your insurance niche’s where you can check which is performing well and which one needs a little more push to gain profit. A 100% increase in sales conversion is not impossible after you simplify your sales processes. Giving quotation, proposals and automated email response can be done with just single click.