Only Financial Group

LeadBoss is technology developed and owned by InsuranceOnly. It delivers selling efficiencies that agencies otherwise do not possess. LeadBoss allows the agent to receive his/her leads in REAL-TIME, easily access prospect information, and operates as Lead Relationship Manager (LRM). In short, LeadBoss enhances and expands the ability of the agent to service a greater number of prospects more efficiently and more rapidly.

LeadBoss increases revenues and profit margins. It does so in the following ways:

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LeadBoss Information

Delivers leads in real-time
Increases capacity of leads processed per agent
Increases the number of client “touches”
Allows for re-selling and cross-selling of products
Improves reporting for agents and management
Provides safety and security of prospect data

Receiving leads in real-time

Real-time means that an agent can have a lead within a minute of the prospect submitting their information online – often times while they are still on the “Thank you page” of our website. Already, the database has scrubbed the lead to ensure accuracy and quality, sent the lead to the agent’s LeadBoss account, notified the agent via email of the leads presence and emailed the prospect a personalized introduction note from the agent encouraging a return phone call.

Most organizations do not receive their leads in real-time; they could be days or even weeks old. The ability to give agents leads in real-time dramatically increases conversion (lead to policy placed) and profitability for the organization.

Increase capacity of leads processed per agent

Current technology limits most organizations to only 5 new leads per day per agent. The reasons why are:

Shear volume of paperwork.
The need for constant and continued communication with the client.

Using LeadBoss an agent can quickly locate, print, and/or email the necessary paperwork directly to the client. This reduces the amount of time spent looking for specific materials required by insurance carriers. All necessary paperwork is retrieved within 30 seconds and can quickly be emailed, printed, or faxed directly to the prospect. Every form for every carrier for every state is easily accessible through LeadBoss. Don't know which forms are required? No problem, the system will tell you.

LeadBoss also acts as a Lead Relationship Manager - the industries first!. An agent can now more efficiently search and find, email, call, track, and monitor a prospect all within one system. The technological leverage LeadBoss provides will allow an agent to handle 8-10 leads per day, or more.

Increase the “touch” factor

Most organizations rely on "off the rack" technology, post-its or just memory to prompt phone calls or follow-up. Efficiencies "fall between the cracks" with these tools--forms are lost or not mailed, signatures are missed, exams are not ordered, etc. Agent communication with the prospect is reactionary at best and far to infrequent to ensure prospect follow through. That's profit lost, or put another way, "A prescription for failure."

Our feature-rich LeadBoss includes “Event Based Emailing and Reminders”. Automatically, prospects receive specific emails, reminders and updates throughout the entire the insuring process. Over thirty personalized emails ranging from “check ins” to status updates will flow to your prospects if needed with NO action required by the agent. The prospect is unaware that all emails are automated and perceives that the agent is individually following up.

In addition to Event Based Emails, LeadBoss will automatically remind the agent of approaching tasks to be completed (ex. follow up calls).

Event Based Emailing and Reminders allows the agent to be proactive and stay focused on making sales while spending less time on follow-up or courtesy emails to the prospect. Under a normal work load, LeadBoss could potentially send out an average of 60 emails in one day on behalf of the agent. This increased touch factor enhances the agent’s policy placed percentage and your financial bottom line.

Allow for the reselling and cross-selling of products

Direct Response organizations do not actively re-sell or cross-sell other products to their clients. This represents a significant LOST opportunity.

LeadBoss automates the process of re-selling insurance policies to your current clients. Sell more with technology by allowing LeadBoss to systematically contact your current database of clients to:

Convert their term coverage to permanent
Increase their coverage
Re-shop coverage for best available pricing

LeadBoss can also cross-sell products to your client base. This includes products other than life insurance like annuities, long-term care, and other types of coverage. A simple email automatically flows to your client indicating the benefits of a new spectacular product and encouraging contact with a designated agent. It's that simple!

Re-selling and cross-selling strategies offer huge financial opportunities. The effects of "drip marketing" are proven and well known. Use LeadBoss and include "passive" selling results with your year end totals.

Improved reporting for agents and managers

Accurate and timely reporting is the difference in good organizations becoming great organizations. Often, reports are difficult to compile and limited in the scope of information provided. LeadBoss provides agents and their managers with real-time reports indicating productivity, best times to call, best states to call (work leads), amount sold per day, per hour, by agent, group and other parameters.

These reports allow agents to determine current production and to set daily, weekly, monthly and annual goals. It allows managers to quickly determine and modify selling styles, match or mentor struggling agents with strong ones and monitor lead flow and quality. We believe that, "Measurement improves performance" and that's what you get with LeadBoss--accurate and timely measurement.

Safety and security of data

Perhaps most important is the security and safety of company data. LeadBoss increases security and provides a sheltered environment from which agents can more efficiently work.

LeadBoss is Web-enabled. It's hosted by a company called RackSpace. RackSpace is ranked as one of the top hosting facilities in the world. Rankings are determined by percent of up-time and security. Because they use 3 redundant telephone carriers, RackSpace offers a 100% satisfaction guarantee of service. Tape backups are made daily and archived off-site.

The numbers

LeadBoss increases profit. It allows agents to handle larger volumes of leads with better communication and follow-up. That means more sales. It allows organizations to tap into passive sales through its automated re-selling and cross-selling features. That means more sales. It produces accurate and timely reports that reveals problems QUICKLY. That means more sales. No matter how good you are, you're better with LeadBoss!

How big is your database?? How many sales have you passed by today?? Put LeadBoss to work for you and enjoy the success so many of our partners do!

For more information about LeadBoss, please email Info@OnlyFinancialGroup.com