What I do with my sold leads!

First once the lead is sold I edit within the sales tab of the lead to indicate what date and for much the monthly premium was. I then move the sold lead into my sold folder. I have set up an auto response email that will be sent to the customer 11 months after the sold date. I have also set up an appointment in my calendar to call the customer. The intent here is to move, if necessary, the customer to a different plan with a different company that may better fit their needs and budget. Insurance companies change what they offer on a regular basis. It is important that we as their agent stay abreast of these changes and continually strive to satisfy their needs. We need to look at the customer as “a customer for life” not just a quick bang for the buck.

What is IDA?

Duh, guess I should explain. IDA stands for Insurance Digital Assistant. Their web site is http://www.idaassistant.com/. The company has a nice pretty explaination about what the product is and what it will do. I will say that in my line of business, selling health insurance, it is a godsend. The database keeps track of all my leads. All of my communications that I have had with my clients. It tracks all of my attempts to call with dates and times. FOLLOW-UP bar none is the most thing in this business, IDA helps me do that. No more paper laying on my desk. .....more to come

OTHER POSTS TO COME

• WHAT DO I DO WITH MY SOLD LEADS?
• CUSTOMER BOUGHT INSURANCE FROM SOMEWHERE ELSE. WHAT DO I DO NOW WITH THAT LEAD?
• HOW TO MAINTAIN MY CALENDAR.
• MASS EMAILS. A WAY TO TURN UP YOUR BUSINESS.
• UNREAD EMAILS
• AND MORE

Maintain your inbox.

I try to maintain no more than 2 - 3 weeks of leads in my inbox. Hopefully you have been able to status those leads that you have been contacting. Please review the video for more information. In any case I will assume that you have been moving your leads from folder to folder. .....but now your inbox is out of control and needs to be cleaned up. Not a big deal what you need is some time, a temp folder, and a no contact folder (sorted by months and years). Typically what I do is start with my oldest leads. I open them all to check/verify what communications I have had with the customer. This will tell me what email I need to send the lead. Ex. If I sent them a quote and have had no contact I would send them a different email than I would someone I have not been able to reach. I close the lead then I right click on the lead and mark it as unread. This will tag the lead as one that will be moved to the corresponding no contact monthly folder. I go through a dozen or so at a time. Then select each lead, hold down the control key to select multiple leads. Right click on the highlighted leads and move them to your temp folder. They are now ready for a mass email (see video). Once the emails have all gone out I move the leads from the temp folder into the no contact monthly folder.