Most insurance agents take one shot at a lead, and then it goes into their comparative rater to die. In fact, a recent Velocify secret shopper study found that most reps give up after just one contact attempt. Drilling into the day of an insurance sales agent, you quickly realize why; with 100’s of daily activities to juggle, most sales agents spend more than 50% of their day trying to figure out how to prioritize daily activities.

What if that time was spent calling prospective clients and selling new business? If there was technology that could ensure that every referral, web lead, social media quote request or walk-in was called, emailed and worked properly, would that help you sell more policies? What if the tool was able to automate your sales process based on the best practices of nearly 4 million converted leads?

Velocify takes all the guess work out of your sales process and prompts your employees when to make a call and also automates emails to your prospects depending on where they are in the funnel. In addition to ensuring that every dollar of your marketing budget and your referral efforts are maximized, Velocify provides visibility into exactly how many calls each Agent or CSR make on a daily basis. This visibility into your activity can help you manage your business by the numbers and ensure that no lead or canceled client ever slips through the cracks.

Consultants in the industry consume hours or even days drafting a sales process on a whiteboard for insurance agencies. It’s nearly impossible to get your people to follow so why not automate it?

Whether your agency has 2 people, 20 or 200, it’s difficult to manage a sales process and enforce it. Simply exporting dead-files and unsold leads from your rater into Velocify would give you an immediate return on investment. The big guys on TV and the internet have tools that small and medium agents haven’t had access to and it’s time to level the playing field. Let Velocify show you how to convert leads into clients using technology. As a preferred partner of the American Agents Alliance, we have special discounts for members and can customize pricing for your agency. Contact us today for a demo and start turning those leads into gold! Velocify is a market-leading provider of cloud-based intelligent sales software.

Velocify helps insurance agencies keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal.