Customers and leads
Leads
Everyone you are talking to about a new policy, and who to call today.
People, then Leads.Reading the Leads screen
- Call today, in yellow at the top: people you said you would call back today.
- Filters: Open, New, Contacted, Interested, Won, Lost or All. Each shows how many leads it holds.
- Each card shows what they are interested in, their city, the expected premium, where they came from, and the next call date.
- WhatsApp and Call open a chat or a phone call straight away. Draft message writes a WhatsApp message for you. See WhatsApp messages.
- The small arrows at the bottom of a card move the lead to the next status in one press.
Add a lead
The new lead form.- Press Add Lead.
- Fill in their Name. Everything else is optional, but a phone number lets you call and message them from IndSure.
- Choose what they are Interested in and How did they come?
- Set Call them again on to the day you will follow up. On that day they appear under Call today.
- Press Save lead.
A lead's page
Open a lead to see everything about them.- Press a Stage button to change their status.
- Save as customer turns them into a customer when you get the policy. This starts their portfolio.
- Lower down, add the policies they already hold with other insurers. Those policies feed the Renewals list, so you know when to reach out.