STEP 5 - ACCESS LEAD SYSTEMS & PURCHASE LEADS
GETTING STARTED WITH LEADS
- Speak with your Manager before purchasing leads.
- Do not purchase any lead types without reviewing them with your Manager.
ACCESS TO LeadCENTER
- LeadCENTER is the CRM/Software system used by Equis to manage lead distribution.
- LeadCENTER is accessed from the Equis Dashboard, under the Leads menu on the left side navigation.
- After you have completed your SureLC/Surancebay emails you need to Register for LeadCENTER to have access to LeadCENER.
How to Register and Login to Integrity LeadCENTER (pdf)
How to set up your Integrity LeadCENTER Wallet (pdf)
Equis Financial Leads (pdf)
Managing Your Leads in Integrity LeadCENTER (pdf)
Request Refund in Integrity LeadCENTER (pdf)
Want to increase your business by 64%
Before using Legacy Safeguard
Before using Legacy Safegaurd you are going to want and NEED to view the training along with registering to use Legacy Safegaurd! If used properly you are able to increase your sales by 64% by obtaining referrals from your clients! This is an amazing application and tool to be used for your business and your clients!
Register Now
Join Brady Driscoll as he discusses the importance of Legacy Safeguard, a comprehensive tool to help families manage important information, from passwords to memorial details, ensuring peace of mind for loved ones.
Legacy Safeguard
Easily enroll your clients into Legacy Safeguard’s Classic Membership. This simple enrollment form has two important sections for you to complete. All you need to do is to complete this form and click submit. Alternatively, you can download the form, print it, and fill it out with your client, then submit it electronically at your office. Your clients will receive their Classic Membership in Legacy Safeguard.Postseason Game Plan
This book will show you how to spend less than one minute after each Medicare appointment evaluating your client’s needs and then show you how to follow up with them in the Postseason with the game-changing Legacy Safeguard service.Sponsorship Form
Why don’t you get referrals? Probably because you don’t ask for them! However, by allowing clients to “sponsor” friends and family into Legacy Safeguard, some of the work is done for you. Use this basic, yet effective referral system to build your client base.Gift Certificate
Use our Legacy Safeguard Gift Certificates for one more way to increase your sales. Handing a prospect a gift certificate helps raise their excitement and allows you to continue the conversation. Download the pdf, or order hard copies from our Supplies page.Post appointment Email
Email is a great way to introduce your current clients to Legacy Safeguard. Click below to download sample email copy and images that you can use in your own email system to share with your clients.Legacy Safeguard Planning Archive
Helping your clients plan their legacy is a powerful service. Our downloadable legacy planning archive can help your clients document key information and memories to ensure they are remembered in the way they want!
ACCESS TO MAILCO ACCOUNT
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign up for a MailCo account HERE.
- The agency name is “Equis”
- The group name is “Theodore Group
Download Lead Journey
Download Equis' Lead Journey to learn about the different types of leads.NEXT TRAINING STEP
To continue your training please proceed to next step.
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