How do I manage leads for my insurance agency?

Insurance leads require persistent follow-up because policy decisions are rarely instant. Most prospects request quotes from multiple agents, then take days or weeks to decide. The agent who stays in touch with helpful, non-pushy follow-up wins the policy.

Organize your leads by product type (auto, home, life, commercial) and urgency (shopping now, renewing soon, just browsing). Each category needs a different follow-up cadence. Shopping-now leads need daily attention. Renewal leads need touchpoints 60 and 30 days before expiry.

Use a CRM to automate this multi-track follow-up. Set up different follow-up sequences by lead type and let the CRM remind you what needs attention each day. Long Drive Leads sends a morning reminder naming the oldest leads still sitting in New, or in Contacted or Quoted without an update.