Most of our clients come to us looking for a system to manage leads effectively. In today’s dynamic business world, where potential customers are more valuable than ever, the ability to retain and leverage every lead is a significant competitive advantage. But how does the Leads Escalation System actually work?
Transferring leads between financial advisors and insurance advisors can usually take several days. With the Leads Escalation System, however, this process is managed immediately and efficiently. The system also ensures that insurance advisors are able to handle more relevant tips that actually convert.