How To Fit Insurance Leads Into Your Routine

Like most agents, you probably have a way you like to do things. Show up at the office, maybe have a cup of coffee, and check your email. Look over your day's appointments. Schedule a few more.

How do you best fit your internet leads into your everyday routine?

There are two key things about working internet leads that you should always remember:

They're sent in real-time. That means they're rolling into your email inbox as soon as the prospect requesting a quote enters our system.
To get the best close ratio, you have to work them fast. A prospect's interest is at its highest when they request their quote. And it's when you have the best chance to close the sale.

Does that mean you need to stay chained to your desk all day long? Not at all.

Working Insurance Leads The Way You Want To

You don't want to be stuck behind your desk, waiting for your leads to show up. But it is a good idea to contact them as soon as they come in. So where's the compromise?

It's a good idea to check for new leads first thing in the morning. People request quotes at all hours of the day. Don't be surprised if you have some waiting for you when you get to the office. Try calling these leads first, before you let any of the day's other business distract you.

If possible, try to split up your day. Take care of all the administrative tasks and other "computer business," and then move on to the things that take you away from your desk. Many of the agents in our network tell us that the majority of their leads arrive in the morning, so generally that's the best time to be at your desk.

If you need to step out of the office, you can still access your leads from any internet connection - whether that's your wireless laptop or Blackberry. Just log in to your BrokerOffice lead management system and view and follow up with new leads.

What if you discover you just don't have time to contact all the leads you get in a day? You may want to adjust your daily maximum. Your ProspectZone lead management system lets you set the number of leads you want to receive on a daily and monthly basis. That way, you don't end up paying for leads that are just going to sit in your inbox and get cold.

You can also add email autoresponders to your account, and make the initial contact with your leads automatically. As soon as you receive a lead, the autoresponder will fire off a message that gets your offer in front of the prospect. And when bundled with an individual health quote engine, that message can include a link to automatically generated custom quotes.

Want to find out more about our lead program? Talk to our Lead Specialists. They'll fill you in on how our leads can ramp up your sales - and how our technology can make running your agency easier.

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