A Friendly Follow-Up Feature

Posted by insuranceleadsdotcom On 4:53 PM
Managing an insurance sales campaign can take a lot of time and energy –it's probably why insurance agents and brokers are typically depicted as working long hours and being frazzled from time to time. Streamlining the process of sourcing and organizing leads can go a long way towards simplifying campaigns to put more time into selling and less time into paperwork and spreadsheet organizing, and working with InsuranceLeads.com to source interested and motivated prospects in various insurance fields, I've maximized my selling time. When I first started using the service, however, I still had to manage my own follow-up campaigns via email. I began by creating a spreadsheet that had contact data for every lead (creating this was less of a task than it probably sounds like thanks to InsuranceLeads.com's upload feature, allowing me to seamlessly incorporate information into organized fields). Each time I contacted them via email, I'd make a note next to their cell, and I'd manually update every prospect on every email in this manner.

As you might imagine, this became fairly tedious, fairly fast. I was virtually kicking myself when I noticed that InsuranceLeads.com features an automated follow-up system that can be easily ordered to coincide with leads delivery. The follow-up system sends up to five emails to each prospect on a schedule, reminding the recipient to contact me so that they can discuss their ideas and concerns and talk about a quote or a certain policy. The utility of a follow-up program itself was never something that I doubted; people are always more prone to participating and following through with a sale if they're gently reminded about the opportunity and they have the sense that they're getting personal, continuous attention.

The automation of the program, however, is something that I simply hadn't experienced before using the system at InsuranceLeads.com, and now that I rely upon it to keep my online prospects interested, I find it hard to believe I was considering my work successful beforehand. The system is easy to configure and customize, and you can exercise control over when different batches of leads are contacted, so that spending a short time with set-up initially means you can sit back and let the system work for you afterwards. As with all of the site components I've used at InsuranceLeads.com, the interface is easy to work with and I'm not left wondering what some options do or sent to the dictionary to find out what a piece of jargon means.

Following up with insurance leads is an essential component of squeezing sales out of potential losses when prospects don't bite on the first pass, and it can do a great deal of good for campaigns of any size, in any insurance sector. While I'm still slightly displeased with the fact that I didn't notice this feature from the start, I'm thankful for the system every time a prospect contacts me and thanks me for the reminder to get in touch.

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