When searching for a Lead Management System for your insurance agency, most agents don’t know what to look for. There are a lot of systems out there that cater to lead management, but what do they do and what features do they offer specifically for the insurance industry?

1. Look to save time with the leads that you purchase. Look for a system with automatic import of leads and one that works with most lead sources. Typing in leads is the last way that you or your staff needs to manage their prospects.

2. Make sure you have Auto Responders for your leads. Getting there first is the key. Auto responders will represent your agency even when you are at home sleeping. Make your system work for you. 

3.  Look for Drip Emails.  A drip email system will keep you actively in front of your prospects by emailing to your leads at a time period that is condusive to your business model.

4. If you have a large staff, make sure leads automatically assign to your producers. This will save time and get the leads to your producers faster.

5. Go out of your way to set appointments inside the system so follow up does not fall through the cracks.

6. Find a system that supports your business model. Support your agency philosophy with your prospects as well as your clients. If you don’t want to type out your leads into a system, you should not hold extra paperwork in your office for people that you are not obtaining premium from. Find a system that supports your paperless way of doing business.

7.  Make sure to run the reports that help your office run more efficiently. Make sure you can see what your production rates are, conversion ratios, and pull out your leads based on various criteria with little effort.

The more you get to know the lead management industry and the system’s available, the more you will increase your close ratios.