Lead Management Software for Insurance Companies and Brokers


Are you a professional working in the insurance field? Regardless of whether you are an insurance broker or a company owner, remaining on top of your leads should be one of your priorities.

Here’s why: lead management is absolutely vital to a company. Sales leads should never be underestimated, let alone ignored. As a professional, it is your responsibility to convert as many of those sales leads as possible. For you and many others, this is when a sales lead management software comes into play.

The insurance world is one of the most complex industries out there. Because of its very nature, there will always be more and more people interested in buying insurance policies. A lead management software, through the help of various methods, helps you track and manage those leads. The process is both simple and complex and can be divided into two parts: Identification and lead nurturing. Once you have identified prospective customers, building interest with lead nurturing is absolutely vital.

Thankfully, many software can be found out there with the intent of making the process easier for you. Among them is the wonderful but relatively new CRM software integrated with lead management: ClickHook.

We are big advocates of this app because of the flexibility it offers to people. ClickHook has taken lead management to a whole new level by allowing people to setup their sales process based on custom stages. In other words, ClickHook allows them to completely customize and automate every single stage of a sales process.

Editors note: ClickHook has recently updated their website and their lead management tool.  They are now doing a “hands-on” approach whereby they provide BOTH lead generation and lead management services.  If you are interested in just the lead management software then you need to contact them on their website.  It is important to note that ClickHook has some big clients in the insurance industry and their services have helped them grow online!


Sounds good? Just you wait until you learn how you can control ClickHook by email! If you are interested, we highly encourage you to try out ClickHook!  Just go to their website, http://ClickHook.io, and request a free estimate or get in touch with them.