Managing your leads

I have a lot of friends who have a day time job and at the same time, they have part time jobs or something that they can do while working from home or during their spare times. Some are into multi level marketing and some are earning money from the internet. One of the side jobs that has a high earning potential with not much effort is becoming an insurance agent. Well, it’s not hard if we know how to capture the leads.

lead management

The main problem that I see with my friends being an insurance  agent is how they failed to capture, manage and close the deal with the leads. The “lead” word  here means potential customers and insurance lead management is important for insurance agents as well as multi level marketers. To help them out, I looked for a customer relationship management in order to get them to manage their leads efficiently and this is where I found AIM CRM.

What I loved the most about AIM CRM is because it’s browser based and it has a centralized database. Simply put, as long as you have internet connectivity and a computer, you can access the leads data anytime, anywhere you want. That’s very convenient for everyone especially if you’re working in teams.  I have never came across an insurance crm that as convenient as this. Usually, insurance CRMs are offline based applications and it’s not really practical if you’re working in teams. You need to be back at the office just to update the leads instead of using the time for working on the leads.

Another feature that I would really love is the “Sales Team Management” feature. With this function, as a manager or the team leader, you can group the leads into one big group and assign the leads to your people. You can assign the leads according to your agents’ location. This makes it easier for your people to go out and meet the potential clients. With this, you can ensure they will save time on travel, saving money on the fuel expenses and maximizing time on closing the deal and follow ups. You can also monitor your agents’ progress using this feature to see who’s making phone calls, sending out promotional emails and other tasks.

If you’re looking a crm and lead management software, AIM CRM is the application that you need to consider. Just go to their website for trial and demo login. If you like it, you can subscribe to the full service for just as low as USD33 per month and on top of that, you can even customize it for your company. With the price tag, it’s really cheap than building a system like this from scratch by hiring companies doing it.

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