TL LEADMANAGER
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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:

  1. 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.
     

  2. 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;

  • No more…"where is my sales report?"

  • No more agent's promises.

  • No more agent's excuses.

  • You will have your agents' reports (and additional data) to review and measure weekly.

  • You will see an agent's strengths and weakness in real time.

  • See where your lead dollars will do the most good.

  • 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.

  • Sales information available via the reporting will allow you to more accurately project expansion or evaluate an area or a region's true potential.

  • This system will give you additional information necessary to evaluate your strategies and marketing efforts.

  • 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.

 

 

 

 

 

 

 

 

 

 

 

 
Features

While there are many contact management and CRM products available, none are
designed specifically for the Life and Health Insurance industry.

“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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