Automated Lead Nurturing
Automation gives your team a competitive edge when connecting and working with health and life insurance leads. Putting this in place allows your team to do what they do best without the worry of managing their task list, remembering to call prospects, and also sell. Automate lead nurturing processes like:
- New Lead Added
- New Referral Lead Added
- Lead Status Updates to Interested
- New Lead Form Submission
- New Policy Submission