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TL LeadManager
TL LeadManager is a two-part web based service for lead management and distribution.
- The Management Interface is designed for lead disbursement, monitoring and tracking to accurately evaluate agent performance as well as lead source.
- The Agent Interface is a user friendly contact management system designed to organize and track prospects and clients.
- Both interfaces are specifically designed for life and health insurance agents to maximize lead productivity while minimizing time spent working leads.
Features
Manager Interface
- Easily and Quickly Distribute Leads
- Assess Agent Performance
- Evaluate Your Strategies and Marketing Efforts
- Analyze, Track and Monitor each and every lead and lead dollar spent.
Agent Interface
- Immediate access to leads
- Organize and track leads/clients for calls, appointments, mailings and more
- Call notes allow you to track phone contact with each lead
- Driving Directions, Commission Tracking, Letter Writing, Single Click Sales Reporting and much more!