Every agency lead, routed to the right advisor. None left sitting.
EGEAN Lead Manager brings your agency’s leads into one board, assigns them to advisors, and works them through your own stages. $49 a month per firm, added to EGEAN CRM.
Real screens from EGEAN. The clients are made up.
Assigned, worked, accounted for.
Assign each lead to an advisor, reassign it when plans change, and log every attempt to reach the client. Unassigned leads surface first, so nothing waits overnight.
- Assignment and reassignment
- Attempts logged per lead
- Unassigned leads surface first
Your website feeds it. Quote requests become leads.
Pair Lead Manager with an EGEAN-built advisor website and every quote request lands on the board with the product the client asked about.
Where leads come from. One place to work them.
- Your EGEAN website
- Quote requests from an EGEAN-built advisor website arrive as leads the moment they are submitted.
- Campaigns and referral partners
- Leads your agency brings in from campaigns or partners are worked in the same place.
- One board for the whole agency
- Whoever oversees leads sees every lead, who has it, and where it stands.
Lead Manager questions.
EGEAN Lead Manager is $49 a month per firm, added to EGEAN CRM. Taxes extra, no contracts.
Yes. Every quote request from an EGEAN-built website becomes a lead in Lead Manager, so the website add-on requires it.
Each lead is assigned to an advisor, and whoever oversees leads at your firm sees all of them, including the ones not yet assigned.