Category Archives: You Ask – We Deliver

You Ask – We Deliver: TL LeadManager Info

We are excited about all of the feedback we received from our clients who responded to our survey sent out this past week. Several of our clients were unaware of our TL LeadManager Contact Management Software and requested to receive more information. If you are currently using TL LeadManager – keep reading, you may learn something you didn’t already know!

**Side note: If you haven’t filled out our recent survey and would like to provide us with feedback – now’s your chance! Click here to go to our survey (but don’t forget to come back).**

If you are currently purchasing leads with us on a regular basis this system is FREE for your use! TL LeadManager is a feature rich, user-friendly contact management system created specifically for life and health insurance agents.

Now that you are aware that Target Leads offers this valuable tool, we have provided two time-saving features TL LeadManager, or TLLM, has to offer.

1. Receive New Leads Automatically

When you purchase leads through TargetLeads all response cards are scanned, uploaded and data entered directly into TLLM – the same day we receive them. You will receive an email alerting you that new leads were added. Simply log in and view those leads. Below is a sample of a lead card, yours will be the ACTUAL response cards. The California and Indiana Partnership programs do not apply.

Open Enrollment Lead

2. Receive New Lead, Call Back, Appointment and Task Notifications

Make your follow-up quicker, easier and more efficient by receiving notifications via email or text message. Set up your notifications through the Stats page (beside Lead Card button).

notifications Setting lead notifications

Never miss a follow-up call, appointment or new lead – even when you’re on the go!

These are just two of TL LeadManager’s awesome features, just image what else it can do! Our goal is to make your life easier and we know you will find TLLM will be just one of the ways we do that.

Visit the TL LeadManager website to learn more and view a quick DEMO to see how it works for yourself! To get signed up today please contact our sales team: 800-723-5254

If you have any questions or for more training on this, or any, TLLM feature contact me at: 877-624-9444, or leave me a comment.

~Mandy Smile