my-insurer launches new feature!

 DIFFERENTIATE YOUR LEADS & POLICYHOLDERS!
MANAGE- ALLOCATE- TRACK- CONVERT

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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.

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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.

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3. Leads allocation

Super agent can allocate leads from referral or purchase to their supervised agents; track and monitor progress.

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For more information on how to use "Lead/ Policyholder" functionality, please visit http://www.my-insurer.net/training.html