[Free PDF] 6 Steps for Converting Leads (+Emails!)

Congratulations — a new lead has come across your desk! Now how can you ensure that the lead is converted into a client? Use these six steps to increase your conversion rate.

Download Now

Ensure Your Next Lead Converts With These Six Steps

A new lead has made its way to your agency. This potential client is showing interest in the products and services you offer! But now comes the next step: converting the lead.

As an insurance agent, converting leads into paying clients is an indispensable skill. So, how can you improve your conversion rate?

In this tool, we cover:

  • Lead scoring
  • Lead nurturing
  • Leveraging testimonials
  • and more

Download the PDF now!

What is a lead conversion?

A lead conversion happens when a prospect completes the sales process and turns into a client. There are many things you can do as a health and life insurance agent to improve the rate at which you convert leads.

What tools do I need?

Having an agency management system (AMS) with built-in workflow automation and email marketing tools can especially help with lead nurturing and lead follow-up. AgencyBloc's Automated Workflow and Email Marketing features can do just that.

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended management system for the life and health insurance industry and gives you the tools to automate your processes and stay in more consistent communications with your prospects and clients.