DIFFERENTIATE YOUR LEADS & POLICYHOLDERS!
MANAGE- ALLOCATE- TRACK- CONVERT
WHAT CAN IT DO FOR YOU?
1. Manage Client Type (Lead/Policyholder)
Manage your database by client type- Lead/ Policyholder. Option to update lead to a policyholder, vice versa at any time
Ability to segregate your marketing efforts between existing clients and prospects.
2. Track Source of Client
Have a view of the source of your leads (Chatbot/KYC/Quiz/Super Agent/Manual/Client Self Registration via App).
Build better understanding of your marketing campaign efforts and productivity.
3. Leads allocation
Super agent can allocate leads from referral or purchase to their supervised agents; track and monitor progress.
For more information on how to use "Lead/ Policyholder" functionality, please visit http://www.my-insurer.net/training.html
Digitalising Financial Advisers