Lead Management
In addition to each Health Insurance Lead being sent directly to your e-mail inbox, Leads4Agents.com features a crisp, user-friendly Lead Management interface to make viewing and managing your Health Insurance Leads simple. By logging into our online Lead Management system, you can:
- View Past Lead Purchases: Did you forget a name? Mis-dial a phone number? Or maybe you're not at your office and don't have access to your e-mail. No problem - log in to our Lead Management system from any computer to view and manage your leads.
- Annotate Leads: Does your lead go by a different name? Does she want you to call her at a different number or at another time? Did you leave your pad of notes at home? Our Lead Management system allows you to quickly assign notes to each lead. Log in from anywhere to view or update your notes.
- Set Priorities: Make the most of your clients' interest in Health Insurance and prioritize your leads. Make contact at that crucial time when your lead is available, or keep track of your biggest accounts.
- Run Reports: Run queries and reports on how many leads you have received, lead status, and costs.
- Suspend Your Account: Going out of town for the weekend? Taking a day off to fish or go golfing? Quickly suspend your account and stop receiving leads for a short duration.
- Request Lead Credits: Despite our numerous steps to ensure quality leads, the occasional "dud" is part of the business. There's no need to fight for lead credits over e-mail, or take the time to make a phone call. Simply click the appropriate button, and your lead is reported. It's that simple.
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