Why did we create this feature for you?
Producers hate working “lists”, but instead put a high value on “new” leads.
Agency owners hate the crappy conversion rate and cost of “new” leads.
What is a Winback lead?
A Winback is a lead created on a customer who previously terminated in your agency.
Winback leads are created automatically at the perfect time....right before their expected renewal with their current carrier!
What is an Aged Termination?
If the first renewal date after the term date is already in the past, we consider this an aged termination.
Do we:
Hold until the next expected renewal date in the future - Recommended OR
Distribute those leads now