Lead Management - Automated Lead Distribution, Tracking and Reporting with BrokerOffice

Web Name: Lead Management - Automated Lead Distribution, Tracking and Reporting with BrokerOffice

WebSite: http://www.brokeroffice.com





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See why the nation's top producers use us

BrokerOffice will increase the number of sales you make by automating the way you distribute and track your lead sources.

Send leads to sub-agent and CSRs with the click of a button.

Customize distribution by territory, seniority, lead source, and daily/monthly maximums.

Track leads by source through your entire sales cycle - from quote to close to renewal.

Easy-to-read reports show you which lead sources are bringing in the most commissions - and which ones you need to cut loose.

Streamline your sales process with one-click quoting, online proposal generation, and automatic email follow-up.

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BrokerOffice provides the #1 lead management system in the health insurance industry. With this powerful lead management system, agents and brokers can easily monitor, track and guide all their health leads. Whether you're dealing with 30 or 3,000 leads, quality leads from ProspectZone or most third-party providers, the BrokerOffice lead management system is the ideal tool to help your lead nurturing campaign. Top producers know from experience that many tools and features are required to effectively manage lead pipelines. The BrokerOffice lead management system puts all these tools at your fingertips with its convenient online dashboard to manage all your insurance leads. You can communicate with leads and email proposals and forms to prospects with a click of the mouse. It'll also be easier to manage your lead pipeline with the handy account tracker and appointment scheduler. And these are just a few of the features included with your BrokerOffice lead manager.

The BrokerOffice lead management system is also designed to integrate with other Norvax tools, so you can manage your prospects across a variety of platforms. With the multi-carrier Norvax Quote Engine, you can use your automated lead manager to send up-to-date and customized proposals to all the leads in your database. Finally, BrokerOffice can automatically receive the medicare leads generated by your Norvax agency website and add them to your BrokerOffice lead management pipeline. With the BrokerOffice lead management system, you'll have an all-in-one automation solution to manage all your health leads.

If you are a consumer looking for more quotes on your health insurance, GoHealth can be a one stop shop for comparing plans and researching benefit options. The site can connect you to local insurance agents or give you instant pricing on all the carriers that offer plans in your state. If you are turning 65 or are already on Medicare, you can use GoMedicare to see all your Medicare Quotes. The site will help you choose between Medicare Supplements, Medicare Advantage and Medicare Part D. We know that everyone is different, so using a site that gives you a comprehensive overview of all your Medicare options will be key for you to make the right decision.

TAGS:Automated Distribution Lead Management

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