Sample desk · Insurance sales · lane: prospects

Prospects: what the agents did today

Your desk · Prospects · Insurance sales3 done · 1 needs you · 1 queued
Done today
  1. New web inquiries sorted by line of coverage
  2. Follow-ups sent on three referrals
  3. Prospect list updated from yesterday's calls
Queued
  1. Call-backs for this afternoon
Needs your yes
  1. Approve the reply to a new business prospectDrill deeper ▸

What agents do hereAn agent sorts each inquiry and keeps every follow-up on schedule. A first reply to a new prospect waits for your yes.

◂ All five lanes

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Prospects, at an insurance agency. Where next?

  1. Drill deeper
  2. Next lane: Quotes & applications
  3. Back to the Insurance sales desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.