Simplify your approach to meeting customers' needs and growing your business
The leads you have available in Lead Manager provide you with new opportunities to connect with existing Allstate customers. You’ll need to log in at least 11 days prior to starting a campaign or leads will be delayed. Because of this, you may not have active leads when you initially log in. As you begin, start small, use the resources available within the tool, set achievable goals to make calls and share successes.
Access Lead Manager tool on Allstate’s platform.
The most valuable part of the process is reaching out and contacting the customer. As you begin working your leads, start a conversation using the Conversation Starters on the Lead Resources page.
The eAgent email templates and Target and Grow mailers are both integrated into the Lead Manager tool, making it easy for you to send templated marketing campaigns to prospects.
Access both of these templates in the Lead Manager tool on Allstate's platform.
As you interact with customers, save your notes in Lead Manager to keep up with the status of your leads. In the Activity tab of the Lead Log, document your conversations and set any relevant tasks. Use Quick Actions to easily schedule appointments and tasks for follow up.
Access both of these features in the Lead Manager tool on Allstate's platform.