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Keeping Tabs On Clients and Insurance Prospects

Keeping track of insurance leads whether they come from an online lead generation service or from your own advertising channels can be overwhelming if you don’t have a system. At the same time, you don’t want to let existing clients fall through the cracks, especially since they could refer new customers to you.

Have a set time for calling back insurance leads and let nothing interrupt this time. Have a list of the insurance leads you want to call that day and complete the list without any distractions.

If you have client management software, you can use this to help you keep accurate records on when you last contacted your insurance leads. Even if you don’t have such software, InsuranceLeads.com has follow-up tools that automatically send up to five reminder emails to your insurance leads. The online account also helps you keep track of which insurance leads have responded.

Leave brief voicemail messages and create correspondingly short emails for your insurance leads. Anything longer will just annoy your prospective client and make them feel like they are being pressured. Persistence is different from pressuring.