InsurEasier
New Member
- 19
I'm sorry if I'm confusing people but I'm simply trying to show that what we're doing is not just selling a lead but someone who has already made a decision on whose quote they want to turn into a policy.That is still a lead.
I have two dispositions in my CRM, lead and client. Leads are people who haven't bought a policy from me. Clients have bought a policy from me.
Some leads may be a lot warmer than others (referrals, organic SEO, etc.) but they're still just leads. Maybe they can be considered a prospect vs. a suspect but they're still a lead.
I'm not sure why you're calling them anything different. You're just going to confuse people...