Sales pipeline stages
Also called: pipeline, dispositions, lead stages
Sales pipeline stages are the steps a prospect moves through in the CRM, from new lead to appointment to application, with a disposition recorded at each step.
Clear stages answer two questions at a glance: how many prospects are where, and who is stuck. Dispositions record why a contact moved or stopped, such as no answer, not interested or call back later.
The stages should match how the agency really sells. Too many stages and agents stop updating them; too few and the pipeline can't show where deals stall.
A pipeline agents keep up to date is the basis for every report a manager wants to see.
"Leads sit in the 'Contacted' stage until an agent records a disposition after the call."
What pipeline stages should insurance agents use in their CRM?
A simple set that matches the sale, for example new lead, contacted, appointment booked, appointment held, application submitted and client, with a disposition recorded whenever a contact moves or stops.