Identifying Prospects For Life and Health Insurance

AgencyBloc's robust data analysis tools help you keep a pulse on your prospects and leads to improve your prospect gathering and lead nurturing efforts.

Utilize real-time analytics and reports to identify target prospects for your agency.

AgencyBloc’s robust data analysis tools help you keep a pulse on your prospects and leads to improve your prospect gathering and lead nurturing efforts. Use reliable data to identify prospects to pursue and lead sources to funnel your resources and marketing budgets.

Identifying New Prospects 

Monitor your lead sources’ success with AgencyBloc’s Dashboard Analytics. You can use this tool to view real-time information about each lead source to see how many contacts and policies it has produced. Then you can analyze the findings to decide where to put additional funds and efforts and which lead sources to phase out.

Tracking Individuals and Policies by Lead Source in AgencyBloc

Reporting Success of Leads and Prospects

AgencyBloc’s Custom Reports lets you see the information most important to you. You can use this insight to report on each lead source’s success, determine the length of your sales cycle, and make more informed decisions on how and where to spend additional funds. This helps you better align your lead gathering and nurturing goals with your overarching business goals.