Responding to leads within 5 minutes dramatically boosts conversions in life insurance sales. The “5-Minute Rule” capitalizes on peak interest momentum, turning warm leads into clients by beating competitors who delay follow-up. Speed and systemization win deals.
Stop gambling on leads—85% of agents can’t track true cost per sale, losing money daily. Top agents track contact, presentation, and close rates to calculate real ROI. Use data-driven CRM tools to boost ROI 35%+ within 90 days. Start tracking now!
Insurance agents often waste money by not tracking which lead sources yield the best ROI. Simple tracking—tagging each lead by source and measuring cost, conversion, and revenue—lets you stop guessing and maximize profits.
One-size-fits-all follow-up wastes leads. Insurance prospects fall into 3 types: Active Buyers (hot, ready now), Interested Researchers (warm, need education), and Accidental Browsers (cold, need long-term nurture). Tailor follow-up timing and messaging by type to boost conversions and sales efficiency. Use CRM lead scoring and automation to prioritize and personalize outreach, improving engagement and ROI. Stop generic follow-ups; start converting more leads with targeted strategies.