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Step 5 - Leads & Setting Appointments

Lead Accounts & Lead Type

1. Create your IntegrityCONNECT Account

​ACCESS TO IntegrityCONNECT Lead Marketplace (formerly "LeadCENTER")

 

  • ​Within 5 days of your contracting emails from SureLC, you will receive an email from the Equis corporate office notifying you to register with InegrityCONNECT Lead Marketplace

  • You can set up an automated order called "automate and save" where you will save 15%​

  • Lead Marketplace can be accessed from the Equis Dashboard, under the Leads menu on the left side navigation.

2. Watch How to use IntegrityCONNECT step by step with Stephen Butler
3. Watch the tutorial on formatting leads for import into Integrity if purchased outside of Lead Center with Stephen Butler.
Watch How to import the formatted leads with Stephen Butler
4. What a Lead Looks Like

Mortgage Protection - Mail Back

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Mortgage Protection - IVR

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5. Create Mailco Account

  • All agents can register at any time with MailCo. You do not need to have completed contracting emails​​

  • ​​​​The agency name is "Theodore Group"

PRO TIP

  • Game plan with your Manager before purchasing leads. They will make sure you know what type of leads you are buying and what to expect. 

Setting Appointment Preparation

6. Download or Print Phone Script & Overcoming Objections
7. Print Dial Tracker

  • Track your dial sessions using the Dial Tracker and send this to your manager after each dial session. Below is an example of how to utilize this tool.

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8. Review Triple Dialing & Dialing Tips
  • During your dial session, you will triple dial each number on the lead before moving on to the next lead.
  • Triple dialing refers to making three consecutive calls to a lead, one right after the other. Each call counts as one dial. 
  • Only after the third dial session for a lead, you will leave a voicemail 

  • Print your leads. Top producers print their leads as soon as they are purchased. If you decide to invest in a CRM, please work with your manager on how to best utilize and work your leads.

  • Set appointments for the same day only.  If you set more than 1 day out, your no-show rate will be higher.

  • The purpose of the phone call to a lead is to set an appointment. We do not quote or ask medical questions. We only book the appointment!

  • Tie down your appointment to prevent no-shows.

9. Watch Matt Gibbons Dial and Overcome Objections
10. Register Your Phone Number for Spam Monitoring 

  • Register your phone numbers with as many websites as you can. Make sure you successfully register with at least one website.

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  • TNS CALL GUARDIAN 

       https://reportarobocall.com/trf/​​

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