Insurance Industry CRM Software
Mitigate Agent Paperwork, Maximize Sales Efficiency.
Much like death and taxes, the insurance industry has two inevitable components: Reams of paperwork, and bushels of competition. Our comprehensive Insurance Lead Management and CRM solution helps you to minimize their impact on your business. LeadMaster’s All-In-1 sales and marketing platform helps you easily consolidate and track your leads – from the source to the sale.
Imagine not losing or mishandling leads ever again.
Imagine being able to drastically increase your sales and marketing efficacy, while maximizing ROI.
Agency Lead Management and CRM – Built For Insurance Firms
Automating your insurance agents with LeadMaster means less time doing paperwork and more time for what’s important – sales! The LeadMaster customizable All-In-1 sales and marketing automation solution means no more bouncing from one program to the next to get the job done. Leads can easily be funneled out to your agents. Our workflow automation component ensures the correct action is taken on all leads, including X-Date call back reminders. LeadMaster’s custom forms technology allow your agents to capture accurate prospect information, allowing them to propose the best insurance product for each prospect.
You’ll Be Able To:
- Capture & track leads – regardless of the source.
- Delegate leads efficiently.
- Interact with your leads from just one platform.
- Prioritize your near & long term opportunities.
- Use drip marketing for long-term opportunities.
- Monitor your lead management program automatically.
- Automatically analyze lead efficacy.
- Automatically generate reports.
- Determine marketing ROI.
- Generate forecasts and adjust for success.
All LeadMaster solutions come with a free consultation with a certified LeadMaster consultant
Get the most from LeadMaster and your new CRM system
Register for a FREE, no strings attached 30-day trial!
Call us at 800-699-4164 to speak with an expert. We’ve helped thousands of customers and would love to do the same for you.
Don’t have time for a phone conversation right now? No problem – click here to email us and we’ll send you a system user ID & password so you can see for yourself what LeadMaster can do.