Lead sign up form NEW
Yes! I Am Ready To Take Leads Congratulations on completing the training to become a Qualified True Financial Age Advisor! You are now eligible to receive leads (assuming that your contracting paperwork has been
approved by the carriers). Agent Name:_________________________________________ Home State: _________________ Email:______________________________________________________________________ Other States I’m Licensed In: ________________________________________________________
Lead Criteria Before we can start the lead generation in your area we’ll need some additional information from you. Please fill out the section below to determine the quantity, location, and type of leads you want. For location, your can choose to receive leads only in the state you currently reside, or you can include any other states that you’re licensed in. The number of leads we’ll be able to generate for you each month will depend greatly on the population of the areas you are taking leads. You have the option of choosing to take a maximum of 5 leads per month, or we’ll generate you as many as we can get each month. Finally, when you’re enrolled in the lead program, you are committing to taking our “Premier” leads. But you will also have the chance to receive our $50 “Standard” leads. These Standard leads are 100% exclusive, have been educated on cash value life insurance, and have filled out a blueprint requesting to speak with one of our agents. The only difference in the “Standard” lead is that we do not speak with them on the phone to do the preliminary fact find… a process that we do complete with every “Premium” lead. (for more information regarding the 2 lead types, please refer to the member’s website) Once leads are available that meet your criteria, they will be sent to you via email.
Where I Want My Leads (check all that apply) I’m willing to take leads in my entire state I’m willing to take leads in other states I’m licensed in:______________________________________________
How Many Leads Will I Take (check only one) I want as many as you can generate
I want a 5 lead maximum per month
What Types of Leads Do I Want Premier -- $150, exclusive, phone verified
Standard – $50, exclusive, educated, not phone verified
IMPORTANT: If at any point you need to stop or suspend the lead generation in your area, you are required to give us a 14 day written notice. Please be aware that you will remain eligible to receive leads for the two weeks following your written request.
Guidelines for Replacing/Crediting Leads In the rare case that you are provided with a “Premium” lead you’re unable to reach, (and you have completed and tracked the required follow-up steps listed below) we will evaluate for a lead credit. There are no credits for “Standard” Leads. **Please do not ask for credits for people you’ve already spoken with. The lead crediting process is for leads you can’t get a hold of after using the follow up steps listed below ** Here are the guidelines for crediting leads: -
Step 1: Make First Phone Call -- As soon as you receive a lead, you must make an outbound phone call to the prospect to confirm their request (and schedule appointment) within 24 hours (weekends 48 hours). Step 2: Send First Email -- Send an email to confirm the appointment – or to introduce yourself if you were not able to reach the prospect on the initial phone call Step 3: Continue the Sales Process -- If you are unable to reach the prospect, you are required to make 3-5 Phone Calls and send 3-5 Emails over the course of 14 days. Step 4: Send Letter – If after 2 weeks you are still not able to reach the prospect, send them a letter in the mail along with the prospect information form that they filled out online and that was emailed to you by TFA Step 5: Track Your Progress -- You are required to track and log your attempts to contact each prospect and to send us this information when requesting a credit. Step 6: We will verify this information with the Lead--Once we have received your request for a replacement lead, we will attempt to contact and either re-qualify the lead or verify that the lead has been contacted. If we are unsuccessful at contacting the lead, we will send the documentation and the recording of the verified lead to Ethan for review. We will then notify you if you will receive the replacement lead.
Note: Agents who request multiple credits within a short time frame will be evaluated and we reserve the right to remove them from the lead program
YES! I Want Leads! Please initial _____ I understand that my credit card will be charged for leads given to me that are in my territory once the lead is generated. I will not receive refunds for unresponsive leads. _____ I authorize Insurance Mavericks to charge my credit card on file $150 for each “Premium” lead and $50 for each “Standard” lead (only applicable if specified above) that is generated in my licensed area(s). _____ I understand that I must commit to take at least 5 leads per month. _____ I understand that I must give a 14 day written notice to stop the lead generation in my area. I also understand that I may still be charged for leads during the two weeks following my lead suspension request. _____ I have read and understand the crediting guidelines for leads. I am fully aware that replacements leads will not be given unless the guidelines are followed and documented. _____ I understand that by submitting this form, I am formally requesting the lead generation to be turned on in my area and could start receiving leads effective immediately.
Name (please print):______________________________________________ Signature:____________________________________ Date:____________________
FAX BACK TO 480-393-4222 Or Email to [email protected]
approved by the carriers). Agent Name:_________________________________________ Home State: _________________ Email:______________________________________________________________________ Other States I’m Licensed In: ________________________________________________________
Lead Criteria Before we can start the lead generation in your area we’ll need some additional information from you. Please fill out the section below to determine the quantity, location, and type of leads you want. For location, your can choose to receive leads only in the state you currently reside, or you can include any other states that you’re licensed in. The number of leads we’ll be able to generate for you each month will depend greatly on the population of the areas you are taking leads. You have the option of choosing to take a maximum of 5 leads per month, or we’ll generate you as many as we can get each month. Finally, when you’re enrolled in the lead program, you are committing to taking our “Premier” leads. But you will also have the chance to receive our $50 “Standard” leads. These Standard leads are 100% exclusive, have been educated on cash value life insurance, and have filled out a blueprint requesting to speak with one of our agents. The only difference in the “Standard” lead is that we do not speak with them on the phone to do the preliminary fact find… a process that we do complete with every “Premium” lead. (for more information regarding the 2 lead types, please refer to the member’s website) Once leads are available that meet your criteria, they will be sent to you via email.
Where I Want My Leads (check all that apply) I’m willing to take leads in my entire state I’m willing to take leads in other states I’m licensed in:______________________________________________
How Many Leads Will I Take (check only one) I want as many as you can generate
I want a 5 lead maximum per month
What Types of Leads Do I Want Premier -- $150, exclusive, phone verified
Standard – $50, exclusive, educated, not phone verified
IMPORTANT: If at any point you need to stop or suspend the lead generation in your area, you are required to give us a 14 day written notice. Please be aware that you will remain eligible to receive leads for the two weeks following your written request.
Guidelines for Replacing/Crediting Leads In the rare case that you are provided with a “Premium” lead you’re unable to reach, (and you have completed and tracked the required follow-up steps listed below) we will evaluate for a lead credit. There are no credits for “Standard” Leads. **Please do not ask for credits for people you’ve already spoken with. The lead crediting process is for leads you can’t get a hold of after using the follow up steps listed below ** Here are the guidelines for crediting leads: -
Step 1: Make First Phone Call -- As soon as you receive a lead, you must make an outbound phone call to the prospect to confirm their request (and schedule appointment) within 24 hours (weekends 48 hours). Step 2: Send First Email -- Send an email to confirm the appointment – or to introduce yourself if you were not able to reach the prospect on the initial phone call Step 3: Continue the Sales Process -- If you are unable to reach the prospect, you are required to make 3-5 Phone Calls and send 3-5 Emails over the course of 14 days. Step 4: Send Letter – If after 2 weeks you are still not able to reach the prospect, send them a letter in the mail along with the prospect information form that they filled out online and that was emailed to you by TFA Step 5: Track Your Progress -- You are required to track and log your attempts to contact each prospect and to send us this information when requesting a credit. Step 6: We will verify this information with the Lead--Once we have received your request for a replacement lead, we will attempt to contact and either re-qualify the lead or verify that the lead has been contacted. If we are unsuccessful at contacting the lead, we will send the documentation and the recording of the verified lead to Ethan for review. We will then notify you if you will receive the replacement lead.
Note: Agents who request multiple credits within a short time frame will be evaluated and we reserve the right to remove them from the lead program
YES! I Want Leads! Please initial _____ I understand that my credit card will be charged for leads given to me that are in my territory once the lead is generated. I will not receive refunds for unresponsive leads. _____ I authorize Insurance Mavericks to charge my credit card on file $150 for each “Premium” lead and $50 for each “Standard” lead (only applicable if specified above) that is generated in my licensed area(s). _____ I understand that I must commit to take at least 5 leads per month. _____ I understand that I must give a 14 day written notice to stop the lead generation in my area. I also understand that I may still be charged for leads during the two weeks following my lead suspension request. _____ I have read and understand the crediting guidelines for leads. I am fully aware that replacements leads will not be given unless the guidelines are followed and documented. _____ I understand that by submitting this form, I am formally requesting the lead generation to be turned on in my area and could start receiving leads effective immediately.
Name (please print):______________________________________________ Signature:____________________________________ Date:____________________
FAX BACK TO 480-393-4222 Or Email to [email protected]
