Facebook Lead Management for Insurance Agents

Join local community groups, real estate groups, small business groups, and life event groups where people discuss insurance needs. When someone asks about coverage, answers a poll, or shares a life change like buying a home or having a baby, save them as a lead. These are high-intent prospects.

Yes. Create stages like Lead, Initial Conversation, Needs Analysis, Quote Sent, Follow Up, Application, and Policy Issued. Move leads through each stage. The dashboard shows you exactly where every prospect stands.

Use tags to categorize leads by insurance type: Auto, Home, Life, Health, Commercial, or Bundle. You can also add notes to each lead with specific details about their coverage needs and current policy information.

Yes. Set follow-up reminders for quote follow-ups, policy renewals, or check-in dates. The extension shows overdue follow-ups so you never miss a touchpoint. Consistent follow-up is where most insurance sales are won.

MyFBleads supports webhooks to push lead data to any system that accepts them. When a lead reaches a certain stage, automatically send their info to your AMS. CSV export is also available for batch imports.

MyFBleads stores lead data locally in your Chrome browser by default. Cloud sync is optional and encrypted with AES-256-GCM. However, you should not store protected health information in any CRM notes. Use it for contact management and sales tracking, not medical records.

Purchased leads are shared with multiple agents and are often cold. Facebook leads you capture yourself are exclusive to you and already engaged in conversation. The quality is typically much higher because you built rapport before the sales conversation.