Your leads are valuable. Not having a system in place to manage them is like throwing money away!

Can you believe that a lot of brokers and agencies are still managing their leads through emails, Excel spreadsheets, and by memory? Traditionally, leads were created by outbound sales, so each broker or producer would have to track their own leads. Nowadays, most leads are created by inbound marketing which means it’s imperative that your company has a centralized place to manage and organize all leads.

Inbound marketing uses strategies such as SEO, AdWords, Facebook ads or any other form of advertising to drive traffic to your website. The result is to get leads that call in or fill out a form on your site.

If you are not using a good lead management platform that allows you to automate your communication to leads, track conversions, and run reports, than you are leaving a LOT of money on the table! One of the easiest ways of increasing sales in your organization is by implementing a good lead management platform that is seamlessly integrated with your website.

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Frequently Asked Questions

A good lead management tool will have a thorough onboarding process that provides the set up and training that you need. While there is always a learning phase, this should help your team stay on top of their leads – not make it more difficult!

A good lead management tool should integrate with your web forms.

Most BMS system tools don’t perform the way they should for today’s inbound marketing world. Just like most of us use our smartphones to navigate over our vehicle GPS, native solutions aren’t always the best option. Lead management is critical to the growth of your brokerage, so it only makes sense you have the best tool for the job.

Not at all, especially compared to the other platforms in insurance. For the benefit you receive from a good lead management tool, the cost is quite low. Usually there is a setup fee and a reasonable user license fee. Out of all the costs you have for your brokerage, implementing a good lead management system will be one of the best investments you make – especially if you want to participate in digital advertising.

Does your BMS allow you to integrate easily with third-party tools? Any good lead management software should integrate with any other application through an API. Unfortunately, BMS are notorious for being difficult to integrate with as they refuse to allow API connections. The key is to not make a decision based on your BMS – they shouldn’t get to dictate the way you handle one of your most valuable assets in business: your leads!

Yes, although there may be an additional set up fee due to the extra work required to set this up.

Yes, though there may be an additional fee for the extra work required to set this up.

Some lead management tools offer you the ability to send personalized emails and SMS messages. Some will even automate these messages for you!

Some companies, like Trufla, will build you a rater to go on your website. This will feed leads directly into your lead management system.

In reality, they both do the same thing. However, some CRMs don’t have any focus on converting the leads into customers. A good lead management system will help you convert while still allowing you to effectively manage customers.

truLeads is simple and flexible and makes your brokers’ lives easier. It shouldn’t interfere with how you currently do things and will assist your team on staying on top of all their leads. It’s super easy to learn and we provide support to help onboard your brokers.

Yes, our tool allows us to easily integrate with any type of web form. Even if you have a multi-step web form for auto or home insurance, we can integrate it in real-time.

Yes, you really do need another tool. The fact is, most BMS systems’ tools don’t perform in the way we need them to for inbound marketing. Just like most of us use our smartphones rather than in-car navigation systems, native solutions don’t always get the job done. Lead management is so critical to the growth of your brokerage or agency it only makes sense to use a tool that is built specifically for this. BMS version of lead management just doesn’t work… it’s not their focus or their specialty.

Not at all, especially if you compare it to all the other platforms in insurance. In fact, for the benefit you receive from a good lead management tool, the cost is quite low. Usually there is a setup fee and then the user license fee is very reasonable. Out of all the costs you have in your company, implementing a good lead management system will be one of the best investments you make (especially if you are investing in digital advertising).

Here’s what you should be asking: “Does my BMS allow me to integrate easily with third-party tools?” Because any good lead management software should integrate easily with any other application through an API. The problem is that BMS systems are notorious for being difficult to integrate with. The key is not to make your decision based on your BMS. Don’t let your BMS dictate the way you should handle one of your most valuable assets: your leads!

Yes, we have already done this for several brokers. Your leads will come into the lead management system without you having to manually enter them. There is a small fee to set this up.

Yes, for a fee we can modify our lead management software so that it tracks the lead in real-time through each step. It’s very cool: you can setup automated marketing triggers based on when the lead falls off the sales funnel.

Yes, of course! We make it super simple to setup personalized emails and SMS messages. It’s really cool how our automated marketing works and is highly recommended you get a demo to see it in action.

Yes, we can. We’re already doing this.

Good question. In reality, they both do the same thing. However, our lead management platform specifically focuses on solving the problem of converting leads into customers. Once they are customers you can still manage them just like any other CRM.

Yes, we can setup a fully customized solution for your insurance brokerage. Contact us here to get a quote.

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