Lead Management & Evaluation System
#Leads
Sales %Sales
Life
Auto
Health
Sales Leads
Status Key:
Name Source Life Auto Home Health Sale No Insurance N
Adam Insure Me P C C S
Competitor’s Insurance C
Adrian All Quotes P P P N
Sale in Process P
AJ Insure Me P P N P
Sale S
Alison Referral P P P P
Amanda Chamber N P N N
Amy Referral P S P P
Barbara Net Quote N N N S
Becky Cross Cross P N C P
Bertha Chamber S N N N
Beth Chamber P S C C
Betsy All Quotes S P N P
Betty BNI P P N S
Beverly All Quotes N P P S
Brenda Insure Me C P C N
Brian Net Quote C P P C
Cheryl All Quotes P S C S
Chris Cross Cross P S C P
Chrissy Insure Me P P N N
Cindy Chamber N N P P
Clare Chamber P P N N
Connie Referral P P C C
Dania Chamber N N N S
Daniel Danni All Quotes P C P S
Status
Diane Referral N N C P
Dolores All Quotes P N P N
Donna Referral P P N C
Doreen Cross Cross N P P S
Dorinda BNI PPPP
Ellen Chamber P S C P
Emily Cross Cross P P C P
Emma Cross Cross N P P N
Eric All Quotes P P N P
Evangelo Cross Cross P C P N
Evelyn BNI P C P C
Fiona Insure Me P S P N
Florene Net Quote N P P P
Guy Cross Cross P N N S
Hannah Chamber P P P N
Heather Insure Me C S P S
Heidi Net Quote N P N C
Helen Chamber P P P S
Holly Chamber N P N N
Howie Chamber N P P S
Hunter Cross Cross P P N C
Jan Chamber N N N C
Jane Chamber N P P S
Janet Net Quote P N S P
Jean Cross Cross N P C S
Jeanie Insure Me S C C N
June Net Quote P P C P
Karen Chamber S N P C
Karla Chamber P P N P
Karyn Insure Me N P S P
Kathryn Referral P P N P
Kathy Referral N P C P
Kimberly Net Quote S P N S
Kirsty Chamber S P P C
Kristen BNI N C C P
Kristina Chamber P P C N
LaTora Chamber P C C N
Lynsay Cross Cross P N P P
Macey Referral P N P N
Madyson Net Quote P P N P
Mailis Cross Cross N C P P
Mandi Net Quote P C N P
Martin Insure Me P N N N
Mary Cross Cross P P C P
Mary Jane Cross Cross P P C P
Matthew Insure Me P P C P
Maureen Chamber P S P S
Michael All Quotes P N P N
Michelle All Quotes P N N N
Mindy Chamber N P S N
Miranda All Quotes P N C P
Morag Insure Me P N N C
Nancy Insure Me N P P C
Natalie Referral P P P P
Niamh Cross Cross N P N S
Nic Chamber N P P N
Rosemary Insure Me S N C S
Rosina BNI N P N S
Rowanne Chamber P P N P
Sally Referral P P N P
Samantha BNI N P C N
Summer Chamber P P P S
Susan Insure Me P N C S
Susannah BNI P S N S
Tammie All Quotes P P P N
Tammy Insure Me N S P S
Vicky Chamber C P N P
Victoria Insure Me SPPS
Wanda Cross Cross S P C C
Wesley BNI S P C P
William Insure Me P S N N
Yvette Chamber P S P S
Yvonne BNI PSPP