Powerful Lead Management Tools Always At Your Fingertips

Powerful Lead Management Tools Always At Your Fingertips

There’s a simple reason why BrokerOffice is the preferred lead management tool for top producers in the health insurance industry. It’s designed with their needs in mind.

It’s a 24-hour administrative assistant so powerful that many brokers and agents are saving money by not having to hire an admin to help them handle their prospect list.

BrokerOffice offers proven cutting-edge tools in a convenient online dashboard that makes lead management a breeze. It works with leads from multiple sources. And with just one click, you can access all your lead data or take advantage of the powerful tools and features only BrokerOffice can bring together:
  • Lead tracking
    Effective lead management begins with lead tracking. BrokerOffice lets you stay on top of all your prospects, whether you have a few dozen or a few thousand. You can track the status of each lead and then compare the ROIs of various lead sources.
  • Secure data storage
    Protect your lead data from accidental loss or theft with our ultra-secure servers. Firewalls and SSL encryption protect your data from hackers, while keeping them always accessible only to you. Our redundant systems and co-location back-up means that your lead data will never be lost. Plus, our web-based system means your sales staff can more quickly recover from minor disruptions to your office.
  • Distribute leads
    Routing leads to your agents can now be effortless when you upgrade to the agency lead distribution system.
  • Lead sales reports
    Get detailed reports on your leads anytime you want them. You can quickly see where specific leads are in your sales pipeline and prioritize your efforts.
  • Client communication
    BrokerOffice makes it easy to stay connected with prospects with the handy appointment scheduler. You can also email personalized proposals, reminders and marketing messages to individual leads from the BrokerOffice dashboard.
  • Integration
    BrokerOffice is part of the powerful Norvax suite of sales automation and web marketing tools, so it easily integrates with the industry-leading Norvax Quote Engine, our exclusive drip marketing LeadMiner email autoresponder or our conversion-driven agent websites.
  • Document management
    Your BrokerOffice account comes with a built-in library of forms and brochures from the nation’s leading carriers. You can then forward copies of these informative documents to your leads in real time … to help you close your sale.
  • Knowledge Base
    Take advantage of dozens of resources, including e-books, articles and webinars to help you put your marketing and BrokerOffice tool into overdrive — free for BrokerOffice clients.

BrokerOffice is the preferred CRM tool for top health insurance agents. See how it can help increase your productivity and ROI by taking a free no-obligation demo today.