LeanBrokers is a flexible cloud-based CRM system that is tailor-made for the Health/Life Insurance industry and designed to help you attract, retain and better assist your clients.
Nurture leads and close more deals in less time. Build great customer relationships and retain existing customers.
Engage with customers across every stage of the customer life-cycle. Streamline your sales processes and increase productivity.
Automate your sales process to increase productivity and efficiency.
Let LeanBrokers take care of your regular sales activities and follow-ups so you get more time to sell.
One simple price gets you all the bells and whistles. No commitments and you can cancel anytime.
The "Upcoming Birthdays" is my favorite retention feature of LeanBrokers as it allows me to reach out and wish my clients happy birthday and in turn has also resulted in more referrals. LeanBrokes also helps me keep track of my leads way better than a excel spread sheet.
I have worked in the Medicare industry for over 13 years and I have been independent for the past 3 years. The CRM system allows me to have a high customer satisfaction and helps me track enrollments, appointments, birthdays, follow ups and most important payments made to me by each individual plan. It is a perfect fit for every broker because it is designed to fit their need. I would highly recommend to every broker who would like to stay organized and have a system they can use on their phone as well as office.
LeanBrokers has been such a great tool for my business retention and organizing my client information. Having been in this industry going on ten years I have yet to find a product like this that is tailored to Medicare brokers and Life and Health agents.
After you signup you get access to all the features in the LeanBrokers CRM for 7 days. You are free to cancel anytime during the trial period if you find that our product does not meet your needs.
No. LeanBrokers is a pay-as-you-go service. We do not have contracts or cancellation fees. You can cancel whenever you want. If you cancel, you’ll be billed for the current month, but you won’t be billed again.
You do! It’s your data after all! We want you to be with LeanBrokers because you love using the product, not because your data is stuck in it. You can export all your information from LeanBrokers any time you need.
We take security seriously. Our Servers are hosted in a world class data center that is protected by biometric locks and 24-hour surveillance. We ensure that our application is always up to date with the latest security patches. Our data-center is EU safe harbor compliant and the complete LeanBrokers CRM includes SSL encryption to keep your data safe.
If you have questions about LeanBrokers or the signup process, Please contact us here and we will be glad to answer all your questions
Any questions? Fill out this contact form and we’ll get back to you with answers as soon as possible!
