Staying Organized with Easy Insurance Sales means No More Lost Leads!
Organizational problems are often the biggest issue holding back good agents. Easy Insurance Sales was designed with this in mind. Consider this statement from EIS Founder William Fairbank
"After working with 100's of agents nationwide I was frustrated with how pathetic the organizational systems for even the most talented agents were. When I created Easy Insurance Sales my first priority was creating the most accessible, most useful customer database anywhere, and I think we've succeeded."
Easy Insurance Sales makes it easy (even automatic) to add, search, and edit new leads, prospects, and clients. Managers can easily create weekly, monthly, or annual reports with incredible detail. Just a few of the useful reports available include:
- lead/close ratio
- retention percentage
- average AV/policy
- first contact to close average
Most agents never track these numbers but EIS does automatically. This information can help make an average agent better and a good agent great.
Because the EIS system is designed to interface with your new leads, prospects, and clients automatically you don't have to spend hours sending emails and making calls to old leads and clients. You can focus on selling and let EIS generate "gimmie" sales even when you're out on the golf course!
Last, but not least, Easy Insurance Sales keeps everything in one place- contact information, application information, policy information, referrals, status, etc. You can even link different people together and track the effectiveness of various marketing pieces. All of this information is stored securely online so it can be accessed anytime, from anywhere.