Client Success Story
"Norvax Ties It
All Together"
 Challenge
Bill M. is a Florida-based independent agent. Before he
automated his agency, it was taking Bill up to 25 minutes
to package proposals for each prospect. As his agency grew
and more leads poured in, manually following up with each
prospect was getting out of hand and consuming his time.
Solution
Bill saw the unique value the Norvax suite of tools could
bring to his small business. He put BrokerOffice, QuoteBuilder
and LeadMiner into effect to save on quoting time and tedious
follow up work.
Results
25 Minutes Shaved Off Quoting
No more going through separate company websites or software
packages for each quote. No more wasted time bundling proposals
up and postage spent mailing them out. Bill’s QuoteBuilder
tool allows him to run custom multi-carrier quotes in seconds – slashing
his quoting time from 25 minutes to just 60 seconds. Plus,
his proposals are email-ready so his prospects can have
his offer in their hands instantly.
Golden Rule Shoots Through The Roof
Once Golden Rule was enabled on Bill’s Quote Engine,
he saw sales for that carrier jump. Now he makes almost 25%
of his business on Golden Rule alone.
Kisses Copy And Pasting Goodbye
The more leads that come in the harder it is to respond to
them all. And if you’re doing a brisk business, copying
and pasting individual emails to each and every prospect
just doesn’t cut it. Bill chose the LeadMiner autoresponder
program to automatically send follow up emails with custom
insurance quotes to all his new prospects. With a growing
business, Bill can’t always contact every new prospect
right away. But with LeadMiner, he knows that they’re
instantly sent a personalized response the second they
request a quote from his website.
Easily Manages A Building Business
Bill knows BrokerOffice is a crucial tool to have if you
want to seriously increase your lead traffic. Once you
hit the 20-40 lead mark a week, the follow up process can
consume your valuable time. BrokerOffice manages leads
by status and lets Bill quickly pinpoint who needs to be
called right away. He can always prioritize his call backs
for the most efficient time management possible. From lead
to sale, BrokerOffice lets Bill easily track all his customers.
More Time Spent On Customers
Bill’s Norvax tools save him time in every aspect of
his business. His quote engine frees him up to spend more
time with customers, his BrokerOffice takes over his lead
management process and his LeadMiner autoresponders make
follow up automatic. With all that extra time, Bill is able
to devote more energy working directly with customers and
closing sales.
From the Client:
“[My Norvax tools] all serve a strong purpose in what
I do every day. They’ve become as essential as my cell
phone and lap top. I use BrokerOffice and I depend on that
to manage my leads, the Quote Engine to run the quotes and
the autoresponders to do the follow up.”
“
How do [Norvax tools] not save you time? They save me time
in everything – from prospect management to quoting
to tracking it from lead to sale.”
“The Norvax team (sales, customer service, technical
support, etc.) helped me develop my process and copy and
I owe the success of my operation to their help and patience,
with special thanks to Morgan Palmer. It was worth every
penny I spent and I recommend Norvax to any and every agent
that cares about offering their clients the best products
on the market.”
- Bill M.
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