7 Step Start-Up Program

Print the Lead descriptions and learn our different types.

​Use the income calculator in the previous step to understand how many leads to get each week.​

KNOW my Contact To Appointment Ratios:

• A - Book 7 out of 10 I talk to​

• A1 and B - Book 1 out of 4 I talk to

• C - Book 1 out of 5 I talk to

• D - Book 1 out of 8 I talk to

Understand the differences between A, DA, B, C, D, IPL, etc.​​

All leads are great leads when you understand and accept the contact to appointment ratio!  

Counsel with mentor on what leads are best to start with.

Know the difference in our 3 lead types:

• Direct Mail:  Client filled out letter and returned it​

• Call-in Lead: Client called in from a document they received telling them to call about an urgent matter on their loan

• Telemarketing:  Lead generated by an outbound representative soliciting to find interest in an insurance policy

Opt! is a software program we use to manage & distribution leads

DO NOT pay for OPT PREMIUM.  It's not needed to order and manage your leads.  Choose the dropdown for OPT STANDARD.

Request Access to Equis Lead System (OPT)

After you have completed the Surancebay emails you should request access to OPT.

Once you received the "Verified" email from Equis, you're ready to buying leads.