Leads Management
Managing your customers and prospects just got easier. You can add names, addresses, phone numbers, renewal dates, all the things that are important to building your business. Plus, you can utilize all of this information anywhere and at any time from a computer with internet access.
You can also add personal information like birthdays, anniversaries, names of children, or any other personal notes that are important to your clients and prospects.
With our short video tutorial, you'll be updating and managing your leads in no time at all.
Track All Your Insurance Needs
Now you can get rid of all your scraps of paper. Organize and upload all your insurance leads, take notes, and use the convenient lead filter to search through all your information quickly, easily, and effectively.
Never Miss A Follow Up
It's easy to add, schedule, follow up and track all appointments and activities. Easily access all your stored information via any device with an internet connection.
Easily Import and Export Leads
Your lead management system makes it easy to import and export leads from other sources, and finally keep all your leads together in one place.