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Take the Stress out of Health Insurance Sales with our Lead Management Tool

What if you could import, quote, track and follow-up with leads all from ONE central location? Well, now you can with our lead management CRM tool, BrokerOffice.

Upon registering to receive leads with Platinum Insurance Leads, you will have access to this FREE lead management tool – and see increased opportunity for more sales. BrokerOffice is a true CRM tool that lets you get more done in less time with automatic lead importing, enabling you to close on more leads from various locations.

  • Create and send multi-carrier proposals with one click.
    This increases your productivity – erasing tedious paperwork.
  • Track lead performance with real-time reports.
    Constant tracking enables you to customize reports – higher conversion rate.
  • Sort, track and quote instantly.
    Enables you to spend more time selling.

In this digital age, being able to store all lead data securely online, while reducing messy paperwork, is a huge advantage in increasing your productivity. BrokerOffice makes this possible, and will end your days of spending hours managing leads.

With BrokerOffice you also have the option of integrating with autoresponder software, which automatically touches leads with custom email messages and updated quotes. This enables you to stay in touch with leads and increase your opportunity of a sale.

Start tracking and closing more leads with our lead management tool, BrokerOffice, by signing up today with Platinum Insurance Leads!