Lead Management for Modern Brokers

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Course overview
Best practices and case studies on lead follow-up. Whether you are a beginner or further along in your lead management journey, you will leave this session with actionable steps you can take today to improve the customer experience and your bottom line.

Course Accreditation
Alberta - 63072
Manitoba - 40049
Ontario - Professional Development
Saskatchewan - 1 CE Hour

Meet your Course Educators

Jamie Keey
Passionate about supporting insurance brokers in the digital space Jamie has spent the last decade working with brokers to help them modernize their approach to digital strategy, marketing, and technology adoption. With 20 years of experience as a digital marketer, Jamie brings a unique perspective that marries customer centricity with a data-driven approach. She joined Wawanesa in December of 2019 to lead the Digital Broker Practice.
Melissa Dohan
Over 10 years of experience in digital marketing and sales Melissa started her career in the newspaper industry and was instrumental in the digital transformation of her last company.  In 2017 Melissa joined Wawanesa Insurance and over the last 5 years has been supporting partners, on digital marketing initiatives. Now as a member of the Digital Broker Practice team, Melissa is looking forward to the future of digital marketing in the insurance industry.