Increase Your Insurance Revenue & Membership Penetration
with a Leads Management System
Request DemoAutomate & Streamline How Sales Leads are Captured, Disseminated and Managed
Transform your service personnel to proactive sales agents with a lead tracking system, designed to help you generate more business.
Automate your lead routing process to ensure the proper handling of each type of insurance.
Leads Management
Download Info SheetClose Leads Faster & Catapult Customer Satisfaction
Lead Collection
Capture and import leads from omni channel
Lead Filtering
Merge, categorize and filter leads, based on a specified algorithm and set criteria
Assignment & Nurturing
Get leads approved and assigned to the right agent for follow-up
Manage Your Leads More Efficiently & Grow Your Sales Funnel
Capture critical lead contact information necessary for your agents
Create targeted marketing lists based on customized criteria
Set up routing rules that automate lead assignment to suitable agents
Increase your membership penetration by customizing future follow-up capabilities
Monitor sales cycles, pipeline volume, conversion rates, agent productivity, commissions and more
Give your agents access to an online portal to manage their day-to-day activities in a manner consistent with overall corporate objectives
Create alerts allowing managers to intervene and reassign leads when agents are behind or unavailable
Integrate with AXIS Travel to fill in the missing pieces of information as leads are converted and followed up
Cross-promote insurance policy and membership lead tracking on the same system
How AXIS Leads Management Has Helped Clubs Like You
See How AXIS Leads Management
Can Help You Effectively
Manage Club Inquiries
1-844-568-7933
sales@campana.com
We’d love to show you how our solution can make your life easier at your club. To get a personalized demo, just fill out the form below, and we’ll be in touch with you shortly!