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

To request access to OPT, 

Login to the Equis Dashboard,

Click the Chat icon on the bottom right of the screen, and send the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT"

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.

Sign-up for a LeadCo account by email Cheryl  at Cheryl@leadcoleads.com

Reference your association with Equis Financial and The Glascott Group,

List the counties you are interested in working.

Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.

Log on to the Integrity marketing link

Set up your account

List the counties you are interested in working.

There are 2 types of leads,  $11 are 30 minutes old (recommend these) $9 are 30 days old (Don't recommend these)

Step by step instructions are available by clicking the link