It’s Time to Say Hello to Lead Management for Insurance
Are you still selling insurance the same way as 20 years ago? Of course not. So why would you be using the same software to manage your leads and sales?
Thanks to the digital transformation of the insurance industry, it’s possible to improve the efficiency and effectiveness of your business. In order to keep up with your competition, including insurance brokerages, agencies, and companies, your business needs to enter the digital age. This includes in investing in insurance lead management software.
If you’re not using this technology, you’ll be leaving money on the table. Your staff needs to be able to manage leads (especially digital leads) effectively and efficiently in order to maximize your sales. Lead management for insurance brokers includes tracking leads from the source to sale. It also involves communication: phone calls, emails, and even text messaging. Not only should this software allow you to improve your conversion rates and sale volumes, you should be able to track individual broker performance.
As the digital world has advanced, many insurance brokerages have failed to keep up. Decreasing efficiencies and a lack of connectivity has held brokers back from making the most of technology. This situation isn’t helped by the expense and lack of knowledge surrounding digital development that many small-scale brokers struggle with.
Customers expect an excellent experience – one that’s both prompt and positive. They demand 24/7 service and more and more consumers prefer digital communications. TruLeads is a lead management software for insurance that allows your business to deliver this experience.
Brokers should be expected to know insurance, not technology. What systems they have should make their jobs easier so that they spend their time on activities that make money for your brokerage. The truLeads lead management software is built for insurance brokers and we provide training on how to use it.
Failure to Capitalize on Leads and Sales Opportunities
One of the biggest challenges for insurance brokerages is tracking and following up on leads. With no options for automation, difficulty seeing where a lead is in the sales funnel and a lack of ability to track response times and conversions, leads are far more difficult to nurture. With truLeads, you can track all the above, making your sales process more efficient, more effective and more profitable.
Continuing without an insurance lead management system will mean jeopardizing your brokerage’s competitive edge, customer satisfaction and potential to close new business.