LTS Pro

LTS Pro is a software system designed by Lead Tracker System to assist independent insurance agents and agencies in tracking and running their agency more efficiently using best practices. According to the vendor, LTS Pro is suitable for independent insurance agents and agencies of various sizes and is utilized by professionals in the insurance industry, including insurance agents, agencies, independent agents, insurance brokers, and insurance sales professionals.

Key Features

Agency Management System: According to the vendor, LTS Pro provides an agency management system that assists independent insurance agents and agencies in efficiently tracking and running their agency using best practices. The software allows administrators to set up agents, carriers' information, lead sources, and drip campaign letters. It enables the setup of group and individual client accounts for each agent, and queries can be performed by carrier, lead source, type of lead, and agent. Administrators can also run reports on closing ratios, commissions, and marketing campaigns to evaluate the effectiveness of advertising dollars spent.

Comprehensive Administration: The vendor states that LTS Pro operates in an administration mode, allowing administrators to perform setup tasks. They can add agents, carriers' information, lead sources, and drip campaign letters. Group and individual commissions can be inputted, and custom letters can be created and uploaded. The system also enables the setup of group and individual client accounts for each agent. Administrators have access to detailed client information and can generate reports on closing ratios, commissions, and marketing campaigns to assess advertising effectiveness.

Agent Dashboard: According to the vendor, agents are assigned a username and password to access their own dashboard within LTS Pro. They can enter prospect and client data, utilizing preformatted campaigns with pre-populated letters. Agents have the flexibility to customize campaigns or use them as they are. The system includes pre-written thank you letters, AORs, and automatic renewal letters with attached co-branded blank census. Sorting options such as sales, callbacks, and x-dates are available, and agents can upload or customize their own letters and drip campaigns.

Optimized X-Dates: The vendor claims that LTS Pro allows agents to set up x-dates with notes from previous years' quoting and renewal information, optimizing lead conversion. The system tracks life insurance policies and ancillary policies, enabling agents to X-date life policies for timely follow-up. This feature is said to help agents effectively manage their leads and maximize their conversion rates.