In the dynamic world of insurance, where every client interaction holds the potential for agency growth, taking advantage of every opportunity to generate leads is essential to agency success. Following this principle, we’ve created this game-changing tool that assists your team in capitalizing on every client interaction. The In-House Lead Opportunity Tracker empowers your team to turn every phone call, inbound email, or text from a mere cost to the agency into a strategic opportunity. 

Unfortunately, just because you, as the agency principal, can see the value in this tool, that doesn’t mean your team feels the same. In fact, they will more than likely be hesitant and resistant to the idea of using this tool. Because of this, we’ve included a step-by-step guide below on how to implement this tool in your agency, ensuring you get the buy-in from your team and can make the most out of this game-changing tool.