Wouldn't it be great to have a tool to optimize the value of the leads and keep track of everything? InsuranceOnly comes through with our proprietary, customized software package called LeadBoss. As our own David Penhallegon wrote about in National Underwriter Magazine, LeadBoss is the industry's first LRM - a Lead Relationship Manager. From a lead to sale and on to delivery and service, LeadBoss keeps track and makes it easier at every step in the process.
All your clients, leads, records, quotes, notes, reminders and more ... a beautiful harmony made from the chaos that can sometimes be a part of a high volume business like ours. LeadBoss helps you make contact, provide quotes, send automated event based emails, record outcomes and keep track of every prospect and every client. Reports are available at the tip of your fingertips and this brings accountability for everyone involved in the process.
You've seen programs like this before but not with the integrations and thinking that has gone into LeadBoss...you'll love it.
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