Easy-to-Use Health Insurance Lead Management Tools

How much more could you get done in a day if you didn't have to enter all your leads into a contact database by hand? Or if you never had to put together and mail out other proposal packet again?

Make unproductive admin work a memory. Our health insurance lead management tool, BrokerOffice, takes care of the small, time-consuming tasks so you can focus on quoting and closing more leads than ever before.

Simple to put into action in any agency - no matter what your computer skills are - this tool is essential for creating a near-paperless operation and using the Internet to write business.

Want to see how much smoother BrokerOffice will make your day-to-day operations? Demo this lead management tool today.

What BrokerOffice Lets You Do…

• Import your leads automatically, so you never waste another second on data entry
• Create and send professional, multi-carrier proposals in seconds with health insurance quoting activated
• Email apps personalized to your agency and carrier brochures to all your prospects - no more expensive and time-consuming mailings
• Manage your health insurance leads from one convenient online location - if you can access the Internet, you can work your leads.
• Keep all your prospect information at your fingertips - and easily track, sort and prioritize follow-ups for them all without messy paperwork

BrokerOffice streamlines your agency so you can finally stop running in place and truly focus on growing your business. Talk to a Product Specialist to see firsthand how it will work for you.

BrokerOffice Features

• Automatic lead importing - including ProspectZone health insurance leads, leads from other vendors, and your website
• Activate quoting and create multi-carrier email proposals - complete with brochures and apps - with one click
• Built-in calendar - easily schedule reminders, appointments, follow-ups and renewal notices
• Real-time reporting allows you to track lead performance
• Secure database access - password-protected access from all internet connections
• Data is backed up daily and stored on our secure servers
• Full integration with Norvax email autoresponders for effortless drip marketing campaigns
• Free online product trainings

Request a free demo and see how you can get more time to work leads and grow your book of business.