In an effort to help agents manage their leads more effectively, AgentInsider^® recently partnered with two of the top lead management companies in the insurance industry, AgencyIQ and EZLynx.

As you may know, managing consumer leads can be a challenge without the proper tools. Many agents print their leads out and stick them in a folder; others retype the prospective consumer’s information into a spreadsheet. AgentInsider^® has partnered with lead management companies Agency IQ and EZLynx to help our participating agents organize their leads. Your AgentInsider leads can be automatically downloaded into one of these lead management system without having to retype any of the consumer data.

Every lead management company offers their own variety of features. When selecting a lead management system, you should spend some time understanding those features and identify which system will help you run your business most efficiently and effectively. Here are just a few things to think about:

• Can the system generate rate quotes from multiple carriers?
  Some systems specialize in insurance rating and can provide real-time, accurate rate quotes. This is most important for independent agents who need to compare several policy options.
• Can the system send an automatic email to the consumer when the lead is received?
  Many agents like this feature. It allows you to get instant communication to the consumer while you review the lead and prepare a quote. The email would be written by you and set up as a template in your account. Some lead management systems also allow you to set up the duration between reminder e-mails you want sent out (after a week, 14 days, month,etc.).
• Can I set up reminders in the system?
  This is an important function in helping you manage your leads. If the consumer isn’t ready to buy today, remembering to call back in a few weeks or 6 months later can be a challenge. With a lead management system, you can set up a reminder that will prompt you to contact that consumer for future follow up. Never give up on a valid lead. It may not pay out today, but it could pay out in the future if you maintain consistent contact.
  
• Can the system keep track of my notes and important information?
  Most lead management systems allow you to enter notes to keep track of conversations. Some systems even allow you to attach pictures (example: picture of the insured house or car) or other documents, which allows you to keep all of your files electronically.
  
• Can the system create lists for email blasts and direct mailers?
  Many systems allow you to create groups of lists, which you then can use to send email blasts or export the lists for direct mail pieces.

AgentInsider^® is continually striving to make the agent’s job of managing their leads easier. Using a lead management system like EZLynx and Agency IQ can help turn the daunting task of keeping track of your leads effortless. If you are interested in integrating your leads into one of these systems, please contact the AgentInsider^® Client Services Team at 1-866-892-4080.

If you are you using another lead management company and would like us to add them as a partner, please contact us at info@agentinsider.com or 1-866-892-4080. We’re very interested in integrating with other lead management companies and would love to hear which system you are using.