“Powerful lead management tools always at your fingertips” – eight words, 1 powerful sentence that summarize why top producers in the health insurance industry prefers Broker Office as their lead management tool. It is a tool that’s created with the needs of the top producers in mind.
Many insurance brokers and agents alike save money from using the Broker Office as it is a powerful 24 hour administrative assistant. There is no more need for them to hire an extra helping hand to manage their list of prospects.
Lead management is made easy by Broker Office which offers cutting edge tools via a comfortable online dashboard. It also works with leads from a number of sources. In just a click of the mouse, you can have access to your lead database and you can also maximize the use of the powerful tools and features that only Broker Office can provide. Features such as:
• Lead tracking
What is so wonderfully great about using Broker Office is that it allows you to manage all your prospects no matter how great a number – be it a few dozen or a few thousand. With the Broker Office, you can easily find out the standing of each lead and check it against the ROIs of different lead sources.
• Secure data storage
Using the Broker Office ensures protection of your valuable data. You never have to worry about accidental loss or theft because the system comes with ultra-secure servers. Broker Office also comes with firewalls and SSL encryption which prevents Internet hackers from getting a hold of your data. Your lead database is only always accessible to you!
Broker Office also has redundant systems and co-location back-up features. This means that you are guaranteed that your lead data will remain there. Plus, with the web-based system feature of Broker Office, you will never have to worry about minor disruptions to your office because your sales staff can quickly recover.
• Distribute leads
Also with the use of Broker Office, insurance brokers will find it easy and effortless to route the leads to the agents working for him once you upgrade your Broker Office to the agency lead distribution system.
• Lead sales reports
Another benefit you can greatly appreciate with Broker Office is that anytime you want a detailed report on your leads, you can get them! With the detailed report, you’ll be able to identify easily the standing of specific leads in your sales pipeline so you will be able to plan out your efforts.
• Client communication
Stay connected with prospects always with the Broker Office’s trusty appointment scheduler. You can definitely have a streamline of client communication with the Broker Office from sending personalized email proposals, marketing messages and reminders sent out to individual leads.
The above mentioned are just some of the benefits of the Broker Office, a perfect management tool for top health insurance agents. Get a free no-obligation demo to see just how it can help you.