Tracking Leads

[davisgroup]

When I started selling FE about five months back, I purchased "Your Insurance Office" to keep track of my leads. Not to debate the merits of any particular contact manager, but I beginning to wonder if entering every lead, address and phone, is a wise use of time. I average around 50 leads a month from direct mailings. I figure after a few years, I will have a data base of nearly 2,000 people.

I would appreciate any thoughts as to the value of recording all leads.

 

[senior-advisor-indiana]

If say its worth it. If you get the birth dates of the under 65 leads you can follow up with them when they are ready for Medicare.

 

[davisgroup]

Excellent point. I had not thought of that. Thanks.

If say its worth it. If you get the birth dates of the under 65 leads you can follow up with them when they are ready for Medicare.

 

[donamese]

50 leads a month would be roughly 2 per day (gave you weekends off!). Depending on your typing skills it should take between 30 sec - 3 min to enter each one. Even on the slow side you would be using 6 min a day to create a list you can utilize for a decent duration. I would venture to say most of us waste much more than 6 min per day on less useful things.

 

[Newby]

I would enter them into a database that you will still be using 5 or 10 years from now.

I would get ACT just because it's similar to what you use but with more features and millions of users. Plus it's cheap.

 

[Cory]

Much easier to do it as you go a little each day or each week and I think well worth it... you are building a solid lead pipeline for years to come.

 

[senior-advisor-indiana]

I would enter them into a database that you will still be using 5 or 10 years from now.

I would get ACT just because it's similar to what you use but with more features and millions of users. Plus it's cheap.

Good point. It sucks re entering all that data. I had my YIO database imported to radius and it was a little screwy so I have to fix some info in some files.

 

[SportsNut]

I had my YIO database imported to radius.

How do you like radius.... Bob?

 

[senior-advisor-indiana]

How do you like radius.... Bob?

I'm getting use to it I guess. I still like YIO better but I'm not sure if that's because that's all I have used before or if it just seemed easier.

 

[Josh]

I'm getting use to it I guess. I still like YIO better but I'm not sure if that's because that's all I have used before or if it just seemed easier.

You may also like that it doesn't have any recurring charges.