About
What is Lead Manager?
- Lead Manager is a centralized leads platform developed by Allstate, exclusively for Allstate agents, and is here to help your agency work your leads.
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The goal of this tool is to help agencies make contact with consumers by identifying the highest value conversations for relationship initiation.
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Your feedback is critical for the success of this tool and to create a strategic solution for lead and activity management with YOUR preferences in mind.
How does Lead Manager help you?
- The Lead Manager tool has key components to help you with your prospecting initiatives
- Consolidates leads across multiple sources
- Provides your agency with data to have personalized conversations
- Offers workflows to follow up with your leads
- Integrates with other Allstate systems(e.g TaG)
- Lead manager is the only fully compliant solution
- Leads are automatically scrubbed weekly to help you avoid violations and fines
- The tool provides the best eAgent integration
Key Capabilities
- Centralized leads database – One database with scrubbed, workable data to manage leads
- Continuous compliance scrubbing – Leads are automatically scrubbed upon entry and again each week to help you avoid costly violations and fines
- Agency / regional leads integration – Ability for agents to add their own leads and the ability for regions to upload existing lists to the consolidated platform
- Integrated automated workflows – Integrated workflows to help with agency efficiency and cohesion with other tools (e.g., eAgent)
- Lead outreach analysis – Feedback loops with results incorporated from outreach to better inform future scores and prioritization, provided on an ongoing basis