Why Agents need a Self-Service Platform
In today’s technological environment, there’s no reason your lead provider shouldn’t give you control over how, when, and where you wish to purchase. You have control over your online banking, online shopping, and online bill paying, why shouldn’t you have control of your lead purchases as well? Some of the drawbacks to not having control are as follows:
- You must call a customer service person to edit your campaign.
- You must call a customer service person to pause your campaign.
- You must call a customer service person to alter your bids.
- You must call a customer service person to change your filters.
- You must call a customer service person to discuss your bill.
- You must call a customer service person to discuss a return.
For agents who represent multiple carriers with multiple product lines, underwriting changes can take place in the blink of an eye. One day you have a Worker’s Comp program that will accept contractors, and then you get a fax or email announcing that the program is closed. Unless you can immediately log in to the platform and change your filter, you are going to get leads asking for Worker’s Comp with no market to quote in. That is a total waste of money.
How about when your phone or internet service goes down for several hours. Unless you can jump on your cell and login to the platform, you are subject to the “all service agents are busy.”
Message while leads come flowing into your email or phone that you cannot answer.
Then there are those times when you cannot log in and pause your leads on a Friday afternoon, and yet the calls and emails continue to come in for the weekend. When you get to the office Monday morning, it’s too late because some agent somewhere was working during the weekend and got your calls or contacted your internet leads.
Why can’t all Lead Vendors Provide Self-Service?
That's the $64,000 question. Each time I have inquired, I’ve been given the same answer; “Our Platform doesn’t allow that function”. Certainly, the most truthful answer should be that the company’s platform is outdated, and they’re just too cheap to make the changes or they may earn less money if agents are allowed to come and go and make changes as they please. You know, kind of what you can do with the bank account, electric company, cell phone account, and so many others