Lead Management
The Insurance Agency Lead Follow-Up System That Converts Cold Leads
Most insurance agencies follow up twice and give up. Here is the follow-up system that turns cold leads into booked appointments.
The Follow-Up Problem in Insurance Agencies
The average insurance lead receives 1.3 contact attempts before the agency gives up. The average insurance sale happens after 5 to 8 contact attempts. A 21-touch follow-up sequence over 30 days — mixing phone calls, text messages, and emails — is the framework that top agencies use. Automation solves the volume problem, freeing agents to focus on calls and appointments while the system handles the rest.