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Turn Every Call into a Lead Gen Opportunity
In the dynamic landscape of insurance, time is money. The In-House Lead Opportunity Tracker shifts the narrative by converting the phone calls made by your team into powerful lead gen opportunities. This tool empowers your employees to seamlessly weave in targeted questions and referral requests into client conversations. By doing so, they effortlessly transition from simply managing inquiries to actively creating opportunities.
Equip your team with the tools they need to identify and capitalize on potential referrals, cross-selling, and upselling opportunities.
Send Out Postcards
On the IHL Lead Opportunity tool you will see a question asking if your team sent out postcards. This step can really take your agency's lead generation to the next level.
Have your team write three to five postcards to clients every day. These postcards should be thanking the client for their business, as well as, referencing how you were able to help them or any other personalized details they'd like to add. Then, have your Agency Manager look over these postcards and then send them out.
We know this seems like a lot of work (your team will probably think so), but we can assure you that this has generated hundreds of leads for our clients that have implemented it.
