New Features: Recent Leads Page and Leads Quick Access

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!
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Helpful tips to manage your insurance agency lead generation efforts

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.

1. 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…
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