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Discussion on CRM's, Dialers...etc. within the Individual Health Insurance Forum, part of the Insurance Agents and Brokers Forum category.

If there is another thread that answers this question please direct me to it. I have searched and not found ...


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Old 11-29-2008, 12:47 AM   #1
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CRM's, Dialers...etc.             Go to Top

If there is another thread that answers this question please direct me to it. I have searched and not found the exact info I've been looking for.

For an Independent Agent let's say working just internet health leads ( Just for the sake of argument), he needs a "CRM" to keep track of his leads , right?

Would he also need a Predictive Dialer too? Unless he was buying 500/1000 + leads a week?

Also does everyone here just print out their internet leads, or load them straight into a dialer ...then call them?


Sorry , if this question sounds stupid, I actually have ample experience with Internet health leads via HBD , and dialers...
Just never from this perspective.


Thanks.


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Old 11-29-2008, 12:55 AM   #2
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Re: CRM's, Dialers...etc.             Go to Top

If you do not have quantity for the dialer, then that is indeed an issue. I would say a basic CRM (ACT or online CRM) would suffice and get a dialer when you have leads to dial or that you wish to dial in less time.


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Old 11-29-2008, 01:00 AM   #3
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Re: CRM's, Dialers...etc.             Go to Top

Thanks


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Old 11-29-2008, 01:01 PM   #4
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CPACINS on CRM's, Dialers...etc. - Insurance Agent Forum
 
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Re: CRM's, Dialers...etc.             Go to Top

What's everyone's feeling on leadpod?


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Old 11-29-2008, 03:05 PM   #5
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Re: CRM's, Dialers...etc.             Go to Top

Quote:
Originally Posted by CPACINS View Post
What's everyone's feeling on leadpod?

In my opinion it is a waste of money.

You are better off hiring a telemarketer, who has experience in qualifying health leads, and have them transfer the lead to you for 10 dollars a pop.


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