Features
Distribute Your Leads Automatically To Your Agents
With The BrokerOffice Upgrade
If you’ve got a team of agents working for you, routing leads can be a time-consuming hassle — unless you have an automated lead distribution system.
This BrokerOffice upgrade allows you to completely automate your lead distribution. All you have to do is pre-determine how you want your leads distributed and your lead management system does the rest:
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Multiple lead sources
BrokerOffice allows for easy input and handling of leads from all the top health insurance lead providers. -
Customized lead routing
Leads can be distributed to your agents according to geographic territory, seniority, daily maximums, monthly maximums, lead source or through a “round robin” method. -
Real-time reports
Track lead statuses and production for each agent, to get a better idea of who your best performing lead sources and agents are. -
More free time for you
By automating your lead distribution, you’re free to invest in your time in more productive areas!
Find out how the BrokerOffice lead management system can help increase your productivity and ROI by taking a free no-obligation demo today.