You may have bumped into a potential customer at a trade show, or found someone online who’s browsing for insurance options. Maybe now isn’t the best time to send a full-blown proposal, but you also don’t want to lose track of this potential client. That’s where the Leads Manager comes in handy. It allows you to keep a list of prospects and organise them for future follow-up.
By storing these leads, you ensure you’re ready to reach out when the time is right. Each lead you add is also automatically saved as a client with the status 'Prospect', creating a client file that can be used later to pre-fill proposals and streamline the onboarding process. It’s the perfect way to keep your pipeline warm and opportunities organised.
IMPORTANT! If you want to create a new proposal immediately, this isn't for you! This is only for leads who you want to keep track of with the intention of continuing your work at a later date!
The Leads Dashboard provides a clear overview of all the prospects in your list, enabling you to track progress and assign leads to other team members, ensuring that no opportunity slips through the cracks. It’s a powerful way to organise potential clients and keep your brokerage prepared for growth.
Adding a new lead is simple and quick, and it’s the first step in bringing a potential client on board. Here’s how you can do it:
1. Go to the Leads Dashboard -
Click on the Leads Dashboard icon in the left-hand navigation menu. This takes you to the central hub where all your leads are managed.
2. Click "+ New Lead"
In the top right-hand corner, you’ll see a "+ New Lead" button. Click it to start adding your new lead.
3. Select the Client Type
A prompt will appear asking, "What is the Client Type?" Choose one of the following:
Limited Company: If the lead is a limited company, a Companies House Search will pop up. Enter the company name, and the system will auto-populate the Company Registered Number and address for you. Simply press Select to confirm the details.
Sole Proprietor: For sole proprietors, use the Correspondence Address field. Enter the postcode, and the system will help you fill in the address details—this could be the full address or just the county and postcode.
Personal: Choose this option if the client is an individual who is not a company. This is used for personal lines insurance products, such as home or auto insurance. You’ll need to enter the individual's contact details manually.
4. Choose the Lead Source and Priority
Use the dropdown menus to select the Lead Source (where the lead came from) and the Lead Priority (e.g., High, Medium, Low). These fields help you organise and prioritise leads.
Once you’ve completed these details, click Next to continue.
5. Assign an Account Executive and Account Handler
By default, the system assigns you as the Account Executive and Account Handler for this lead. If someone else will be managing this client, click on your name to open a list of team members, and select the appropriate person.
6. Add the Main Contact
Now it’s time to specify "Who is the main contact?"
If the contact is already in the system, start typing their name and select it from the list.
If the contact is not in the system, keep typing their name, and an option will appear to "Create [name] as new contact". Press Enter to add them.
A new screen will pop up for you to fill in the contact’s details, including email and phone number. The address will auto-fill based on the insured address you entered earlier.
Click Create to finalise the new contact.
7. Return to the Leads Dashboard
Head back to the Leads Dashboard, and you’ll see your newly added lead listed. Now you’re ready to start the proposal process and take the next steps with your potential client!
NOTE: When you create a new lead, the system automatically saves the lead as a 'client' with the status 'Prospect', meaning you can easily find them in your client list later. This allows you to seamlessly pre-fill proposals and other client details, saving you time when converting a lead into an active client.