Hello everyone! LTSPro has its own web address now! www. LTSPro. com please use this to enter your software. Give us a call or suggestion on what other tools you would like to see in the LTS Pro.
We would also like to hear from you about the product. Please call Tony at 303-420-3400 This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters.
They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs.
callbacks. You can run commission reports by month, quarter, previous year and current year to date, by client, carrier, lead resource, and by specific marketing campaigns to see how effective the advertising dollars the agency is spending. The administrator can drill all the way down to the client’s level to see if the agent is filling out the complete client information, and asking the client to buy other ancillary insurances. You can also compare agent vs.
agent for production, sales, x-dates, etc for any time frame through the current month, quarter, previous year and current year to date. Once the agent gets set up under the agency, they are assigned a username and password by admin. Once an agent signs-in they access their account through their own dashboard and can start entering their prospects and...
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