Healthcare Lead Management & Follow-up

An open lead in an agent’s book of business represents a revenue opportunity as well as a sunk marketing cost. While most health insurance sales occur within 15 to 30 days after lead is created, a structured sales management and follow-up process can improve post 15- to 30-day conversion rates by as much as 50%...ensuring no lead is ever left behind.

The cornerstones of our SaaS-based lead management and follow-up technology are:

Book of Business Ownership: Connecting an agent to a specific lead delivers a more personalized sales experience and increases conversion. bConnected automatically routs leads to specific agents based on pre-determined criteria, redirects calls and even removes a lead from an agent’s book if timely follow-up has not occurred.

Systematized Lead Follow-up: Disciplined lead follow-up increases conversion rates and reduces cost-per-acquisition through lead optimization. Our system employs outbound live calls, automated calls, direct mail, email, or SMS to continually reach out to active leads and drive conversion.