September 1, 2008

Silverback Strategy

Posted by Rey Villar

Putting It All Together
Having various tools in your toolbox, like the drip marketing autoresponder, multi-carrier quote engine and high-quality Internet leads, is a great advantage. But it can also be a challenge to make sure that they’re all working together.

One solution is to have a lead management system that can integrate your different sales automation tools.

An effective lead management system should be able to import insurance lead data from practically all Internet lead providers. Once inside your system, you can then track your progress and even communicate with each lead with a few clicks of the mouse. This also means you won’t have to hire a clerk or assistant just to type in all your new leads.

Some brokers use off the shelf solutions such as Act, Goldmine, SalesForce and Outlook. However, there are some solutions available that are tailored to health insurance agents. A top lead management system such as BrokerOffice can also import lead data directly from the quote engine embedded in your website. As soon as a website visitor uses your embedded quote engine, they become your exclusive lead and are automatically entered into your BrokerOffice system. It will even coordinate your drip marketing email autoresponder, ensuring that each email message to your “long term” leads will include an updated price quote.

A lead management system is more than just another tool in your toolbox. In many ways, a fully integrated system IS your technology toolbox.