How to respond to direct opportunities

It’s always good to be quick on your feet and responsive. Not only will that help insurance buyers feel valued, but it can also give you an edge when competing for leads with other agents. As a result, whenever you log in to Agency Height, check your new leads first. 

Where should you look for leads?

To find out how many insurance buyers reached you directly, 

Login to your Dashboard. 

Once you are in the dashboard, click on the Leads section to view the received leads.   

Click on the individual lead to view the complete detail.

You can contact the lead based on the information provided with the preferred medium and change the lead status according to your progress.

We hope this article has been helpful. For further queries and assistance, check out our other resources to get answers.