A Comprehensive Lead Management System

Witness an extraordinary new software product designed for insurance agents to manage and maintain their leads from wherever they are. Wingman is geared towards the information and particular sales cycle of the insurance agent. Wingman is a cloud-based subscription system which offers the insurance agent the most flexibility for use. No software to install and configure. All you need is a web browser and your access key and you have instant access to all your lead information. Being a cloud based system and using your device's web browser means that your information can be viewed on your computer, laptop, Chromebook, iPad, other tablet or even your phone. Wingman provides you a virtual office, no longer needing to carry a bunch of papers or filing system in your car.

What is WingMan?

Agent Needs

How WingMan Assists

WingMan Environment

Why insurance agents and why do they need software?

Insurance agents are a unique group of sales people. Their sales cycles vary from a few hours to a few months and sometimes years. They must provide their own customer relations and relationship building. In most cases, they are obtaining leads from many sources, they need to be efficient and most important they must be profitable which means their time must be spent wisely.

Companies have software for Customer Relations Management (CRM) not individuals.

Since insurance agents have to completely service their leads even after the sale is complete is the perfect reason why an individual needs software that can remind them of important or meaningful dates such as birthday or policy lapses. Since one person has to wear so many hats, the only way to be productive and profitable is to have some assistance.

Insurance agents gather leads from many sources – company leads, individual marketing campaigns, lead generation services, word of mouth and many more. Each source presents challenges maintaining a record of contact, follow-ups and discussions which occur during the sales cycle. Not to mention that each source provided you the information in a different form and format. If you are an agent which goes door to door to meet with leads, how do you effectively plan a strategy for an area with so many types of leads and forms. That is where Wingman can take control and turn your chaos into a managed and profitable sales environment. Wingman allows you to take your office with you. Sales and marketing tools that help you reach your customers wherever you are on any device. No one should have to do work, that a platform can do for them. Manage lengthy sales processing by tracking initial consultation, follow-ups and automating the processes to successfully close the deal

The software is designed to:

• Reduce clutter of lead sheets laying around unmanaged and untouched for months
• Combine multiple spreadsheets into one organized contact list
• Organize leads into unlimited categories
• Make your sales time more productive and profitable
• Maintain unlimited notes each time you contact a lead
• Track lapsed policies so that you can avoid chargebacks and maintain your profits
• Keep track of anniversary and birth dates automatically
• Produce travel rosters for those clients you plan to visit each day
• Track the number of calls you make daily and produce a complete log of each call by day or lead
• Import preformatted existing lead information into the lead management system effortlessly

We all know that time spent not selling is time spent not earning. Make certain that you are earning to your potential. Have the right tools to make each call personalized to each lead. When you close a lead, be able to instantly track your commission.

When you are paid your commission, do you just accept the amount you have earned. Do you have a way to verify the amount and make certain that it is the correct percentage for the type of policy you sold.
If it sounds like the above will fulfill some or all of your needs, feel free to contact us at our offices at 301/455-6168 or we can be reached by email at tc. We can setup a demo to show you how Wingman can make your leads more manageable and profitable.