MELosPro Insurance Demo
See how an insurance agency can capture leads, track Medicare prospects, book appointments, and measure revenue from one dashboard.
Demo Dashboard Snapshot
“`Total Leads
Leads captured from website, Facebook, Google, referrals, and walk-ins.
Appointments Set
Prospects moved into scheduled insurance consultations.
Converted Clients
Leads converted into active clients.
Monthly Revenue
Estimated revenue opportunity tracked inside the dashboard.
Sales Funnel Demo
“`New
Contacted
Qualified
Appointment Set
Converted
How The System Works
“`1. Capture Lead
The agency enters or receives a new lead with contact info, DOB, source, and notes.
2. Track T65 Date
MELosPro calculates when the prospect turns 65 and tracks Medicare eligibility.
3. Book Appointment
The lead can be moved directly into a scheduled consultation.
4. Measure Results
The dashboard shows lead sources, conversion rates, appointments, and revenue.
Want This For Your Insurance Agency?
Schedule a walkthrough and see how MELosPro can be customized for your agency.
Request a Demo