Copeland Insurance Group Teams Up With LeadMaster CRM to Help Manage Growth

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Copeland’s implementation of LeadMaster will improve agent productivity, including the ability to track leads all the way through the sales process.

LeadMaster, a leader in cloud computing solutions for sales lead management, marketing automation and CRM, is proud to announce that Copeland Insurance Group, providers of insurance for half a century, have teamed up with LeadMaster to help manage their rapidly expanding insurance practice. Copeland Insurance Group will make extensive use of the LeadMaster solution including lead management, lead distribution and agency marketing automation.

LeadMaster’s marketing automation components are specifically designed for direct and independent sales agents providing mobile access to sales leads and customer records. Utilizing smartphones and existing email accounts, reps can receive leads, update status, add notes, attach files and trigger longer-term lead nurturing campaigns.

For Copeland managers, the LeadMaster system provides the ability to easily distribute leads to thousands of agents. It also helps them to measure the total return on their marketing campaigns. Sending leads and updating the status of opportunities using LeadMaster's Lead-Xpress is fast and simple, requiring only a few clicks. Lead assignments and update requests can also be automated.

When the Copeland manager requests an update, the sales rep receives an email with a link to a customized form, which is securely linked to the CRM. When the rep updates the form, it updates the CRM. It takes seconds to complete and can even be done from a mobile phone at no additional charge. Lead-Xpress also includes access to a secure portal that stores the information for the customers and prospective clients that are assigned to the rep. The portal includes a search feature that makes it easy to find the historical information stored for each contact.

The Lead-Xpress component within LeadMaster has been customized for the Copeland Insurance Group so that it captures exactly what is needed. Because the system can mimic existing forms, Copeland reps require little or no training in terms of how to use the tool.

According to Jim Reid at Copeland Insurance Group, "LeadMaster brings to the table a robust cloud based system that helps manage agents and tracks leads. LeadMaster helps our agents spend more time selling and far less time managing and following up on leads in their regions."

Russell King, LeadMaster CEO added, "We are excited to have Copeland Insurance Group as our client. LeadMaster continues to innovate and add marketing automation features within the LeadMaster platform and the Copeland Insurance team will realize all of the benefits as time goes by."

About Copeland Insurance Group

The Copeland Insurance Group was founded by Mel Eugene Copeland in 1966, just four years after making his start in the insurance field in 1962. Over the past forty-five years, Mel has established himself as a leader in providing quality service to his clients, which has translated into enjoying a well-respected position in the business communities of Texas. They are now a full service independent insurance agency that offers a comprehensive range of coverage options, from senior products like Medicare Advantage and Medicare Part D to property and casualty insurance products including life, home, and auto insurance.

Mel is committed to a personal, service-driven sales approach, and has guaranteed the future of this tradition by retaining a qualified staff of like-minded professionals. Their insurance offices across the nation employ over 80 individuals whose entire purpose is providing clients and Agents with top-notch service and support.

When you call into the Copeland Insurance Group…they answer the phone! Their phones are always answered by real people during business hours.

About LeadMaster

LeadMaster offers a multi-function cloud-computing software solution for sales and marketing professionals. Everything you need in one easy-to-use online web-based application. You can choose to implement an end-to-end Sales Lead Management CRM Software solution or select specific point solutions to satisfy your sales & marketing requirements.

LeadMaster’s on-demand customizable SaaS solutions combine sales lead management software, lead tracking solutions, sales force automation tools (SFA), customer relationship management features (Sales CRM), LeadMaster Voice solutions and virtual call center solutions. This powerful web-based application has helped companies large and small from virtually every industry.

The LeadMaster sales lead management CRM solution is intuitive and easy to use, providing real-time lead capture, lead distribution, lead tracking, lead nurturing, custom reporting and email marketing. LeadMaster makes it easy to qualify and convert leads from virtually any source - landing page, email, call center, webinar, sales lead suppliers and more.

The LeadMaster sales lead management CRM product is straightforward and easy to learn yet has robust features like workflow automation, round-robin lead distribution, mobile access, CRM analytics and Outlook integration.

LeadMaster products and services are available through a global network of value-added resellers, consultants and system integrators.

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Andy Brownell
+1 (800) 699-4164 Ext: 705
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