Methodology – a blog on insurance agent websites, web design, and marketing

Entries categorized as ‘Lead management’

New Feature: Twitter Integration in Leads Management

December 21, 2009 · 1 Comment

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 profile and see their recent tweets directly on their lead page.

Want to know more? Take a look at this short demo:

Questions about this or other features in AgentMethods? Contact us on our support site: http://support.agentmethods.com/.

Categories: Lead management · Twitter

New Feature – Leads Management

October 8, 2009 · Leave a Comment

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 your FREE 30 day trial and see what all the buzz is about!

Here is a quick intro to Leads Management in Agent Methods:

  • Track all of your leads – Add leads, take notes and filter your leads to help you keep your information organized.
  • Never miss a follow up – Add and schedule follow up activities with your leads, and see a history of your interactions.
  • Easily import and export leads – AgentMethods makes it easy to import and export leads from other sources.

We’ve also produced a demo of the new Leads Manager in action:

scrn_leadsdemo

Questions bout this or other features in AgentMethods? Contact us on our support site: http://support.agentmethods.com/.

Categories: Insurance Agent Websites · Lead management · Uncategorized

Helpful tips to manage your insurance agency lead generation efforts

August 25, 2009 · Leave a Comment

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 waiting to hear from you.
  2. Have your materials ready in advance to send to different types of inquires. Keep all versions of your materials current — electronic and print. Make sure that you have all the information you need so that you can email or mail the appropriate information that same day.
  3. Capture all inquires in a database for ongoing lead management.
  4. Update your prospects’ information in real time or a soon as possible. You don’t want to send the wrong information to your prospects or use  the wrong contact information.
  5. Avoid bombarding your prospects with multiples of the same postcards, letters or emails. Keep the information current and relevant.
  6. Develop a game plan for what type of information to send your prospects — it can be a combination of branding materials to build relationships and product-specific mailings.  Remember, your prospects will appreciate receiving coverage and product information that will help them make their insurance-related decisions.
  7. Measure and track the results of your various sales lead generation programs. Determine which lead programs generate the greatest ROI.
  8. Refine your lead generation programs so the results continue to improve.

Never lose sight of the importance of your sales lead generation and development process to your insurance agency. Leads are the life blood of your business, so remember to keep your lead programs as healthy as possible.

Categories: Lead management