Insurance Sales Software

Many agents choose Blitz Lead Manager as their insurance sales software to help them keep on top of their prospects and current clients. Watch your agency grow as you spend less time organizing and more time dealing with customers. Blitz Lead Management Software is completely customizable, letting you create your own insurance sales software that works your unique sales process.

Top 10 ways Blitz Lead Management Software simplifies your insurance sales process:

1. Keep all your leads in one place :  We are integrated with top web lead providers, dialers, and telemarketers, bringing those leads in and assigning them to your producers automatically.  Spreadsheets can be easily imported, or leads can be entered manually.  The leads are kept in groups, or campaigns, keeping them organized by source.
2. Customizable fields:  Ability to customize, search, sort, and filter any criteria you choose makes Blitz Lead Manager the perfect insurance sales software.
3. Lead Log:  With one click, view all the details and history of a prospect, making it easy to access any important information instantly.  In the same screen, send emails, attach important documents, edit the sales opportunity, and even view directions to their location.
4. Quick search:  Never shuffle through papers or files again looking for information when a prospect or client calls in.  Blitz’s insurance sales software makes it easy to find a lead in seconds.
5. Assign leads to producers automatically:  Save time assigning leads to producers—Blitz does this automatically for you.  Every time new leads are added, your producer will receive an email notification and a follow up will appear on their schedule.  You can reassign leads or manually assign then as well.
6. Neglected Leads:  When a scheduled follow up is neglected, the lead falls into a “neglected leads” category.  This enables you to follow up with them right away, preventing you from possibly losing a sale.
7. Duplicate checking:  Blitz searches for duplicate leads at no additional cost or setup, unlike some other available insurance sales software.  When bringing in lists from multiple sources, this is a very important tool to prevent you from calling the same person twice or losing valuable information in a separate file.
8. Reports:  Run reports to manage employees and gauge return on investments from different lead sources. 
9. Quick Add:  Save time by using the customizable quick add feature.  With one click, Blitz will update your lead, add a history note, and schedule a follow up appointment if necessary.  Use quick add to follow up with a lead when their current policy expires, send out re-quotes in five months, or to flag a lead as “do not call.”
10. Web based:  Access your insurance sales software anywhere you have an internet connection, including mobile devices.