Learn How to Gain New Clients before Your Competitors DoInsurance is competitive, especially when there are other insurance providers in your geographic location. Having a good name through word of mouth is one way to stand out, but that’s just the tip of the iceberg....

  The sales process contains many moving parts.  Reps must be able to handle new leads, following up with recent quotes, cross selling to current customers, trying to win back past business, and more, simultaneously.  Dealing with potential clients at different...

Blitz Lead Manager’s integration with Robo-Agent’s Robo4 product enables quoted lists to drop into Blitz automatically.  Once Robo4 processes the list, it pushes the leads to the appropriate campaign in Blitz with the quotes attached.  Once the leads are...

  Purchasing leads is an excellent source of new business, however even the top lead providers can’t prevent the occasional bad lead.  This could stem from someone falsifying information online, entering data incorrectly, or a variety of other reasons.  The...

  Your biggest goldmine of potential business is already sitting right in front of you – your book of business.  Think about your new lead follow up process for a moment.  Now think about how you follow up with your customers.  It’s easier and less...

  When logging into Blitz, it is important to have a plan.  Knowing what to check, what you are responsible for, and who you should be following up on is step one to creating an effective strategy for sales.  Below are some general tips and scenarios that will...