In today's business environment, prospects are bombarded with marketing messages through many mediums.  Using technology to automate sales and marketing functions is critical to generating a constant flow of new leads that will result in consistent and ever increasing premium coming through the door. 

The Premier Advantage Lead Management System is customized for fixed insurance producers.  The contact module shown above is where agents will manage their contact database (both leads and clients).  Only "sales ready" leads or warm market contacts are imported into the system.

The sales automation process starts with contacting new leads.  Each lead will be delivered into the system with a scheduled appointment on the agents calendar or detailed information confirming the lead's interest in speaking with an agent.  When the agent updates the contact status field the system knows what automated communications to send out to the prospect on behalf of the agent.  This allows the agent to stay in front of their contacts with relevent and personalized information on a regular basis.  This drives improved sales results and efficiency for the agent.

As the agent works new leads, new opportunities will be identified.  This is important because now both the agent and Premier Advantage are able to forecast premium and track commissions.  As the agent advances in the sales process and updates the sales status field in the system, automated communications are triggered on behalf of the agent to advance towards the ultimate goal of the system: successful sales closes.