Blitz Lead Manager's New Workflow Functionality Makes Automated Communication Around X-Dates a Reality for Insurance Agents

Automation in Blitz Lead Management boosts business’ sales by freeing up even more time to communicate with customers.

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Sales Prospecting Software

Our workflow functionality has been extremely powerful for agents. The automation consistently produces increased sales by guaranteeing that agents have as many opportunities as they need.

Toledo, OH (PRWEB) June 19, 2013

Insurance agents everywhere are impressed by the many features that Blitz’s software has in place for x-dates. Blitz small business contact management software updates x-dates directly in the system, meaning agents’ monthly x-date spreadsheets are a thing of the past. Within Blitz’s web-based software, agents can search, sort, and filter through their leads. Blitz will automatically check when lead’s x-dates are expiring and present those leads first. Having the leads organized in this way ensures that all leads are contacted before their policies expire.

The workflow functionality in Blitz’s contact management software helps agencies target specific leads at critical times. With workflow, Blitz users can choose to send automatic emails to leads before their x-dates. Depending on the agency’s sales process, these emails can be set to send anytime prior to a lead’s x-date, guaranteeing that agencies reach every lead. For example, users can send emails five days, or even 30 days, before the x-date. Blitz gives users the option to send as many emails as they need at the most effective times.

Blitz Lead Manager is even prepared for the situation in which a lead is not contacted before his or her x-date. When a lead fails to be contacted before his or her x-date, Blitz automatically labels the lead as a neglected lead. With supported quoting systems, leads that are unsold before their x-dates can be re-quoted automatically. Blitz’s workflow functionality can also assign leads new x-dates within the system, meaning that users get a second chance at missed opportunities.

Blitz lead management software’s automation has agencies in mind. Archie Heinl, President of Blitz Lead Manager stated, “Our workflow functionality has been extremely powerful for agents. The automation consistently produces increased sales by guaranteeing that agents have as many opportunities as they need."

Blitz Lead Manager is a web-based lead management system, giving companies the ability to access their leads at any time, on any computer or phone with Internet access. Sales leads are valuable and by using a lead tracking system, businesses have a central hub to keep staff organized and focused. Everyone works leads differently, so Blitz allows for easy customizing to define and facilitate each unique and evolving sales process. In addition, companies are able to run reports to view trends in sales and marketing and revise their process to maximize profit.

For more information, contact Blitz Lead Manager’s support staff at support(at)blitzleadmanager(dot)com or (888) 470-0606. Not signed up with Blitz yet? Try the Professional edition free for 30 days at http://www.blitzleadmanager.com.


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