Great agents have leads flowing in all the time, so we’ve created a solution to make your life easier. NetQuote’s exclusive lead management system is the efficient way to keep leads organized and manage your clients effectively. Watch a short video to learn more.
Getting started is easy. There’s no tech skills required and your leads funnel in automatically, so simply login to see your leads. It’s designed to work seamlessly with most rating systems, and even allows you to import other 3rd party leads. Click here to read what other successful agents are saying about the tool.
Not yet a NetQuote member? Join today and get free access to our exclusive lead management system.
Even the best agents can use a little organizing help. Check out all the exclusive features and see how you can gain a competitive edge:
Auto-Response Emails: Improve your response time by sending an email automatically, as soon as you receive a new lead. You can easily customize your response by product and get tips to compose your email to improve your response rate.
Create Reminders: Keep your tasks and to-dos straight by setting up reminders for anything. You’ll never forget when you a meeting, a phone call scheduled or need to follow-up with information. Even remember client birthdays and anniversaries by setting up a reminder weeks or months in advance.
Email Library: Create follow-up emails based on your service. The system offers a whole email library of templates to get you started, but also allows you to customize. Quickly send a quote, send a thank you email after a call, or even ask for referrals and cross-sells immediately after selling a new policy.
Dashboard: Don’t waste time contacting some leads twice and others not at all. With a comprehensive dashboard, you can easily see your to-dos, so you can spend more time closing deals and less time figuring out next steps.
Performance Reports: Sophisticated reporting helps keep track of your leads, see bottlenecks, recognize revenue opportunities and calculate your profit. You can even track cross-sells and referrals back to the original lead. Plus, each time you close a lead, the system will immediately calculated the ROI and show the actual commission you earned.
