Lead management

You are searching for Lead management

New Features: Recent Leads Page and Leads Quick Access

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...

New Feature: Customize Your Quote Page and Leads Manager to Reflect Your Business

Yesterday we launched an improvement to the AgentMethods website builder. You can now customize the list of insurance products on your quote form and in the leads manager. Watch a one-minute...

Video 35: Encourage Referrals Through Tell-a-Friend- Links on Your Insurance Website

Thanks to Bob Naples at RF Naples – North Carolina Health Insurance for letting me share this great idea! Here’s what a mailto link’s HTML looks like: LINK TEXT And here’s...

Video 30: The Online Marketing Funnel and Conversion Rates

Want more? Take a look at this series I wrote for Life Insurance Selling on the Online Marketing Funnel. Transcript: *Hi, it’s Aaron Kassover from AgentMethods talking about insurance agent...

New Feature: Twitter Integration in Leads Management

We launched an update last weekend that adds Twitter integration to AgentMethods Leads Management. To help you keep up with your customers and prospects, you can now add their Twitter ID to their...

New Feature – Leads Management

This week we launched Leads Management for your agent sites. Leads Management is a FREE upgrade for every AgentMethods website so Sign In to take advantage of this powerful new tool or Sign Up for...

Helpful tips to manage your insurance agency lead generation efforts

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...