September 7th, 2011Posted by akassover in Lead management
We’ve recently added two enhancements to the AgentMethods leads manager to make managing your leads even easier. First, we added a “Quick Access Box” that lets you instantly search your leads from anywhere inside AgentMethods. Second, we gave the leads tab a new look. You’ll now see a ‘Recent Activity’ view, giving you a snapshot of recent updates within your leads. Watch a quick overview of the new enhancements:
Give it a try!
August 25th, 2009Posted by akassover in Lead management
Leads are critical to the health of every business, but this is especially true in the insurance industry. Here is a short checklist to help you manage and stay on top of your leads management program.
- Send requested information immediately. Prospects have their own agenda and timeline, so you need to be ready to strike while the opportunity allows. Respond to inquires within 12 hours — actually the faster the better. Remember, your prospects aren’t sitting and w…