| |
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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.
| Features |
| |
| One Click
Sales Report |
|
Re-Assign Leads |
| Lock out
agents no longer with your organization |
| Transfer
software licenses with no additional cost |
|
Do Not Call Protection
|
| |
|
Designed specifically for
the Life and Health
Insurance Industry |
| |
| Reports:
|
| |
|
Closing ratios for Leads to
Sales |
|
Closing ratios
for presentations
to Sales |
| Cost per sale
|
|
Cost per lead
|
| Avg. Premium
|
|
Settled Premium
|
| Pending
Premium |
|
Premium by vendor/lead type
|
| Premium by
Insurance Company |
|
Premium by Product Type
|
| Premium by
City, St, or Zip |
|
|
|
|
|
Key Features
Keep all your leads in one
place. Never lose a lead again!
Analyze which marketing
efforts and agents are producing the greatest ROI.
Forecast easily.
Know settled premium versus pending premium.
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