As an Insurance Agent – you probably face a challenge with following up with your leads and customers in a relevant and meaningful way on a regular basis. After all, there is only so much time within a day.

Does this sound familiar to you?

  • Someone buys an insurance policy from you and rarely hears from you (with the exception of a yearly Christmas card).
  • You generate a quote for a lead that does not buy from you, so you toss them aside to focus on incoming leads.
  • You often wish you had enough time in a day (but don’t) to make phone calls and send emails to follow-up with all of your leads and customers.

Systematic Revenue for Insurance from Systematic Revenue on Vimeo.