All of your leads are available at your fingertips, all you need is an internet connection. Add call notes to track call activity, create must call reminders, add apointments and even send birthday or thank you cards with just a few clicks.
Managers can quickly track agent productivity and campaign effectiveness using premade reports. As agents manage their leads reports are automatically generated in real time. Independent agents can use TLLM to monitor their own spending dollars.
Easy management can increase your sales as you will never lose a lead, forget a call or miss an appointment. TL LeadManager® was created for life and health agents to work smarter and more effeciently which is essential to survival in today's marketplace.
Discover how TL LeadManager® can help you organize your business, track your marketing dollars and work more efficiently.
Give us a call or email and we are happy to set up a personalized demo of our software at no cost or obligation.
Lead Distribution, Monitoring and Tracking System
With just a few clicks assign (or take back) 100's of leads. TL LeadManager® makes distributing leads to your agents simple. Mailing through TargetLeads® will make distribution even easier. We give you the option to have us automatically enter and assign leads to your agents with little or no effort from management. No matter how leads are assigned to your agents, managers will always have access to all of the leads to redistribute, track and monitor.
If you provide leads for your agents it is important to assess their performance on a regular basis. TL LeadManger® allows you to easily track each lead, know who is working it and monitor each prospect so you know when rewards, recognitions and repetition are in line compared to training, tutoring or termination. The easier it is for you to determine what is required the sooner you can intervene allowing you to save time and money.
TL LeadManager® makes managing agents simple and gives you the ability to track each lead, know who is working it and where it is in the sales cycle. As agents work their leads within the system they are also creating real time reports giving you the ability to actually "Manage".
TLLM reports are valuable because the intelligence they offer increases your ability to successfully run your agency. The myriad of reports provided by TL LeadManager® makes tracking the effectiveness of each marketing campaign easy. Tracking your ROI is inherent in how TL LeadManager® works.
Feature Rich Contact Management System
TL LeadManager® is about knowing who, what, when and where. With TLLM you can view all customer transactions, respond confidently to customer calls or emails, capture important information about customer interactions and manage your tasks and follow-up activities. In addition, all direct mail lead responses from TargetLeads® include the scanned image of the returned card and is data entered for you to view immediately.
With countless ways for you to access lead information and tools for you to disposition, track and follow-up available for you to use in managing your business, no opportunities are lost. With a few clicks you can view who needs your attention each day, your last conversation and the disposition of each and every prospect and client.
Integrated seamlessly into TL LeadManger® is the ability to send high quality customized cards to your prospects and clients. Send a "Thank You!" card for setting an appointment, new policy or a referral. Approximately 40% of all insurance is sold around birthdays - send your prospects and clients a birthday card and get their business.
TL LeadManager® is full of features to help you sell more policies while spending less time working your leads. Driving directions, commission tracking, letter writing and single click sales reporting are only just a few of the features available. Maximize your marketing dollars by utilizing everything TLLM has to offer.
Purchase leads or lists on an ongoing basis from TargetLeads® and receive TLLM free. We understand lead flow and the time needed to properly receive and work leads. Therefore, the basic guidelines for free TLLM access is 1,000 pieces mailed per agent per calendar month.
For agents that do not order direct mail or telemarketing lists with TargetLeads® the cost is very simple: $40 per month, per agent with no contract ever. Agents are billed a full month if they start before the 15th and half a month ($20) if they start on or after the 16th.
"I've used several online lead management systems over the years and TL Lead Manager® is by far THE BEST, bar none. My search is over..."
"The ease of operation, the format and the sequence by which data can be accessed is incredible. I am not a computer person but this program is extremely user friendly..."