Smarter Insurance Lead Management: 

Tips and Tricks from the (Remote) Trenches

One of the key elements to successful insurance sales is smarter lead management. This is especially true if your reps are remote. Are your reps using the leads they are given effectively? Are they prioritizing properly or just following their ‘hunch’? Are they dropping the lead after only a couple of attempts to reach them?

If these have been nagging questions in your organization, then you need to join us on Tuesday, March 24 at 2:00pm ET for this session on smarter lead management. We’re going to dive into the trenches to hear some important insights, such as:

  • where reps are most often dropping the ball and letting deals fall apart
  • how responsiveness to inbound leads is key
  • why the use of different channels is important
  • why it’s important to know your segment and demographics inside and out
  • the importance of lists and prioritization
  • how remote employees can be managed to work their leads consistently and optimally.

VanillaSoft CMO Darryl Praill will be joined for this session by the ‘Inside Sales Geek’ himself, Dr. Richard Conde, Assistant Professor and inside sales researcher at the University of Houston-Downtown, who will share some important stats and research into where inside sales reps are spending their time, and where they should be spending their time. And joining us live from the insurance trenches will be David Molitierno, agency manager with Innovative Financial Group in Tampa Florida, who will share some real life examples of how reps can be smarter with their leads.

How can your agents be smarter with your insurance lead management? Tune in on March 24 at 2:00pm ET to find out!

Get Your On-Demand Copy

Richard Conde

Richard Conde

Dr. Richard Conde is an Assistant Professor at the University of Houston-Downtown teaching  sales seminars to MBA students. He also provides consulting services to companies that want to maximize their operations and improve employee satisfaction. In the past, Richard has led mid to large inside sales operations of up to 400 inside sales agents and leaders. During this time, he increased sales revenue from ~$65 million to >$100 million in 3 years with fewer agents and decreased turnover from mid 60% to 28%, while improving employee satisfaction.

9A02520C-0E0D-42AB-896C-43F733EF771E

David Molitierno

David Molitierno is an agency manager with Innovative Financial Group, based in Tampa, Florida. He is an experienced Sales Director with a demonstrated history of working in the higher education industry. He is skilled in E-Learning, Microsoft Excel, Management, Customer Service, and Adult Education. David is a strong education professional with a Bachelor of Business Administration (B.B.A.) focused in Marketing from University of Pittsburgh-Johnstown. 

Darryl-Praill.jpg

Darryl Praill

Darryl Praill, CMO of VanillaSoft, is a high-tech marketing executive with over 25 years experience spanning startups, re-starts, consolidations, acquisitions, and divestments. He has been widely quoted in the media including television, press, and trade publications. He is a guest lecturer, public speaker, and radio personality and has been featured in numerous podcasts, case studies, and best-selling books.