What improvements can there be made around the handover of leads from marketers to agents?

Although distribution and marketing teams play complimentary, critical functions for insurers, there is often some inefficiency in the leads management process. This comes down to a lack of information or a breakdown in managing customer information. To develop a stronger connection between these two functions, insurers will need to find innovative solutions to solve these issues.

In the video below, our CEO & Co-founder, John Brisco, talks about what is needed to improve the synergies between marketers and agents.