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…About Their Lead Management Tool, BrokerOffice
“Now even after I've sold a client, BrokerOffice helps me manage
those clients and follow up when needed. I can even set a follow up for
60-days before their renewal. I always send them a new quote so when they
get that renewal and see their rates are going up I've kept in contact
- instead of losing them to a competitor. For my agency, Norvax is an
excellent recruiting tool. I can show them a very simple way to present
their proposals like a seasoned veteran.”
- Derrick Jenkins, First Mutual Insurance Group
“I think my productivity is going up. I'm spending more time selling
than I was before, and as a result I'm making more sales than I was before.
When you're paid on commission the name of the game is volume. Volume
is the key, and BrokerOffice ties it all together.”
- Bill M., Independent Agent
“[Application turnaround] used to be anywhere between 4 -8 weeks.
The average turnaround time is now 7 -9 days. I actually had a case a
month ago that got approved in about 5 minutes. I was sitting at my computer
and I got a notification that one of my clients had applied. And then
about 5 minutes later I got notification from the carrier that it had
been approved.”
- Chuck Winn, Colorado Benefit Professionals
“A lot of it's paperless, which is important. It's all in front
of me on my computer screen. When I go on vacation, I can still make money.
I take my computer with me and still get a lead, still send them a quote,
and still send them an application without even talking to them. I don't
have to pick up the phone… One central location for everything
is nice. You can't remember all the customers, so you can go back in and
look at the notes. And you don't have to enter it all, there's no separate
form. It's all automatic. Before it was just manual labor. There was tons
of paper and manual labor and if you got behind 2-3 days and someone called
up you couldn't find their information. Time is money!”
- Bob Brow, Health Quotes USA
“We used to have to mail out applications and all the plan details
and booklets that would just confuse prospects. Now we can email it to
them and they can look at it online. Each mailing cost $.80-$1.00. Plus
we save on all the time it took to pull the information together. Now
we are able to tailor information to their needs: we'll talk to them about
the different plans they're interested in and email the information out
to them. And with mailing we never knew whether that money was going to
come back. We'd call and they weren't interested, or we'd have to re-mail
it. Now we can access a lot more people and not spend as much money.”
- Alan Sussman, Sussman Insurance Agency
"Mailing applications to 'prospects' used to take weeks to get back in
our office... now using Norvax it only takes a couple of days. We are
saving time, postage, and supplies. Norvax does everything but get them
issued! It's fast, easy, and makes my job so much more enjoyable. Norvax
does the work for me and makes selling easier."
- Scarlett Kiowski, Texas Medical Plans, LLC
Find out how much easier an agency can run with the managing tool, BrokerOffice. Schedule a free demo to see how the lead management software works, or talk to a Product Specialist now.
