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A Two Part Program:
The Software is for agents (captive or non-captive) to
manage and organize their business and, The Web Service
is an "Internet Based Information Conduit" for agencies and
insurance carriers to distribute, monitor and control their
lead programs.
The TL
LEADMANAGER program was created to solve a serious
management problem for companies or agencies that provide
leads to their agents. That problem is how to capture accurate
reporting on leads, how to assess and manage lead costs, and
how to evaluate the effectiveness of various marketing
strategies. In solving the problem we have also developed
features that can distribute leads, monitor efficiency, asses
performance, report sales productivity, and much more without
taking away from selling time. By implementing this lead
management system, you will have, in place, an automatic agent
reporting system.
We welcome your inquiry and questions regarding starting this
program with your company or adapting our system to work with
your existing software product.
AGENTS NEED LEADS
AND THOSE LEADS NEED TO BE MANAGED.
Our program incorporates two
critical elements key to the success of any lead program:
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TL LEADMANAGER Web Service is a
centralized database, accessible via the Internet,
facilitating real time reporting to Agency Management/Home
Office for observation and analysis of an agent's
performance and any lead program's productivity.
Appointments booked, presentations made, policies submitted,
placed and more. All information is instantly compiled and
tabulated in report form for every agent in this secure
system. This lead disbursement, lead monitoring, lead
tracking system is essential to accurately evaluate an
agent's performance as well as a lead source. The system is
capable of furnishing this information on an unlimited
number of agents and leads at the same time. As an agent
up-dates their software to keep current the status on calls
made, appointments set, call-backs, etc., they are actually
preparing the information for their sales reports, via the
software into the system to be transferred to management. A
simple click up-loads the information to the web server.
Instantly compiled data is ready for viewing by the home
office.
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TL LEADMANAGER Software is an
agent contact-management system that is VERY user friendly
and brings the selling procedure of the agent into the 21st
century. Organizing and tracking clients and prospects for:
calls; appointments and presentations; follow-up mailings
and much more. This software has all the bells and whistles
to increase productivity and efficiency at every agent
level. Created to minimize paperwork and maximize selling
time, this software has the latest technology with
"run-spot-run" simplicity. It is tailored to interface with
TL LEADMANAGER Web Service.
Some companies estimate lead cost
has doubled over the past 12-18 months. You MUST investigate
every money saving opportunity. The TL LEADMANAGER Program
will help you work smarter and more efficiently. In today's
marketplace that is essential to survival.
Here are a few more advantages of this system;
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No more…"where is my sales
report?"
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No more agent's promises.
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No more agent's excuses.
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You will have your agents' reports
(and additional data) to review and measure weekly.
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You will see an agent's strengths
and weakness in real time.
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See where your lead dollars will
do the most good.
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Help or replace weak agents early
in the investment cycle rather than later. The savings in
wasted management time and agent turnover will pay for the
program many times over.
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Sales information available via
the reporting will allow you to more accurately project
expansion or evaluate an area or a region's true potential.
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This system will give you
additional information necessary to evaluate your strategies
and marketing efforts.
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This works for a captive or
non-captive sales force. If you supply leads - or - have
ever considered supplying leads, but didn't because of the
lack of control of lead dollars, NOW you have an affordable
solution.
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While there are many contact
management and CRM products available, none are
designed specifically for the Life and Health Insurance
industry.
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“No serious agency manager who
is spending money on leads for his or her producers should
even think about not using this great business tool for
today's brokerage environment. TL LEAD manager has helped
us know to the penny the unit cost of each advertising
source lead, and track it to it's conclusion. “
Philip C.
Gallant,
Clifton Park, NY
...read more testimonials
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