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FINAL EXPENSE & Mortgage LEADS
LEAD VENDORS
CRM LEADS
INTEGRITY LEAD CENTER
When you register for HCMS, Gateway will be sent to your email. This is the same email and password as HCMS. Go to the "ILC" tab on the left hand side. A heat map of the United States will show up; select the state you're working in, then select the county within the state you'd like to run business. We travel to leads, so find an area with a lot of leads and GO!
Getting started guide for new agents
This video is an ALL-IN-ONE spot for information on LEADS for our new agents. It is important for all new agents to watch and understand the LEAD process. Watch to answer all of your questions.
LEAD PROGRAM
We do not believe in cold calling to generate sales. We work with a number of different vendors to generate leads, but one thing they all have in common is the fact that they all define a “Lead” as a client that contacts us for help. You will only deal with people who are actively looking for life insurance.
Types of Leads
Direct Mail Mortgage Protection leads
Direct Mail Final Expense leads
Exclusive Internet Life Insurance leads
Qualified Final Expense Telemarketing leads
Call in leads for both Mortgage Protection and Final Expense
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Our innovative tracking system uploads our agents’ leads into our CRM system as soon as they come in. This allows the agent to track the status of the lead in every stage, therefore making their lives a lot more organized and insuring detailed attention to each and every client.
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