Submit New Lead

New Lead for Agent = Rachael

First Name *

Last Name *

Phone *

Email *

This is where they currently reside RIGHT NOW

City *

State *

Be sure to capture this information about the possible recruit. This is some of the most important information to document with the lead.

Current IMO or place of employment *

How many states do they have a license in? *

Get this information from the insurance databse

What was the last state they got licensed in + the license effective date *

This is where you crush the notes, be as detailed as possible here to give the client "MAX VALUE" so the follow up call is easy and they have as much random information as possible to quickly build rapport and proceed to win with this agent.

Best time to call this lead back *

Notes from the call

Double check all fields, don't use any short hand like "rn" write out right now, this confuses boomers please don't do it. If you feel confident with your body of work here click SUBMIT below!