F.A.Q.
Sell Health Insurance From Home
A.1 To identify what type of lead it is, you need to go into the lead detail. You can view the lead detail by clicking on the lead name. Once in the lead detail there are a number of things that help identify what type of lead it is. All leads that the free health lead system assigns to you will have the lead name in the "Lead Name as Received" field. If that field is empty, it is a referral lead that you have entered in the system. All Telemarketed Leads will have comments pre-populated which will tell you it is a Telemarketed Lead and the name of T.S.R. (Telephone Service Rep) who handle the call.
Q.2 Will the system know automatically that I made a sale from a lead? How do I log my sales into the system?
A.2 The system is not able to automatically track sales for you, even if it is from one of the leads that was distributed to you. In order to get credit for the sales you need to make sure you have provided the application number each sale on the lead it is associated with. To do so, click on the lead associated with the sale so that you are viewing the lead detail. Go to the Lead Status field and change it to Manual App. Submitted. That will then open the Application Number field. Make sure to enter the application/policy number (including leading zeroes) and then be sure to click Save. Now the lead has been logged as a sale.
Q.3 I made a sale and it went instant active. I logged the sale in my website but I did not get the credits yet. What happened? When will I get the credits?
A.3 Our free health insurance lead generating system back office checks for issued policies once a day, at Noon C.S.T. At that time it takes all the policies that have been issued from the previous day and makes the appropriate updates. So, the health insurance lead generating system may be a day or two behind the real-time underwriting status that you can see. When the health insurance lead generating system back office has the issued policy information, you will see the Lead Status change from Manual App Submitted to Policy Issued. Once a lead has been set to Policy Issued the credits are added to your account.
Q.4 I got a bad lead and I want credit for it. How do I request credit? How do I know if I got credit for it?
A.4 To get credit for a bad lead, you need to add feedback to that lead. Start by going into the lead detail and choosing the Feedback tab on the bottom of the page. Then check the Lead Feedback check box and enter the feedback in the Feedback Details box and click Submit. Make sure to put in detailed information of exactly what happened. Examples of good feedback are "Disconnected Phone # and invalid E-mail" or "Uninsurable - Heart Condition". Feedback like "bad lead" or "uninterested" is not enough information to work with and may not be credited. This feedback is then used to continuously improve the lead generation process. When the feedback has been reviewed and accepted, you will receive a credit back on your account and you will be able to see that the status of the lead has changed to Lead Credited.
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