Fact Finder/Qualifying leads

Apr 24, 2019

  1. Judith Jolley
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    Judith Jolley New Member

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    Hey y'all! We're working on streamlining our processes and looking to see how some other agencies do things for some inspiration.

    70% of our leads come from client referrals and centers of influence. When a prospect calls in, we take basic info (name, DOB, contact info, referral source) and typically either go ahead and schedule an appointment to meet or have an agent answer any questions over the phone. Our struggles with this method are entering into the presentation meeting completely blind and the inability to qualify leads and sort them to the best agent depending on that qualification (more complex cases going to more experienced agents).

    Some brokers that we work with send a packet for the prospect to complete prior to scheduling. We're worried this will turn off prospects. We want to find the sweet spot in getting the necessary information, but not making it too big of a hurdle to make a sale.

    Any help is greatly appreciated!!
     
  2. Yagents
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    Yagents Guru

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    Waste of time to send out form ahead of time.

    First - distinguish between Medicare leads vs under 65 leads.

    You need the following:
    birthdates
    zip code
    current coverage - group, IFP, STM, etc
    health status (good , fair, bad)
    household income - to determine APTC availability
     
    Yagents, Apr 24, 2019
    #2
  3. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    Many agents don't qualify, they just want to get in front of the prospect. If you sell ancillary products, then almost everyone you get in front of is a prospect. :yes:
     
  4. Edward Wild
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    Edward Wild New Member

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    Im looking for short term healthcare, because their isn’t anything else!!
    I been scam already by 3 of them
    with bogus misinformation!! It is pathetic
    that almost all this agents just lie to you
    to try to sale you any crappy plan! Very hard to get someone you can trust!!
     
  5. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    Who are you talking to and what does your post have to do with this thread? :laugh:
     
  6. Edward Wild
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    Edward Wild New Member

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    Maybe I posted it in the wrong please !
    You sound kind of miserable
     
  7. Edward Wild
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    Edward Wild New Member

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    Most be a trolll
     
  8. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    It's obvious that you're not very bright and that English isn't your 1st language. As a matter of fact I am a Troll.:biggrin:
     
  9. Edward Wild
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    Edward Wild New Member

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    A troll !! You are some dumb ass with nothing to do!! Fking loser!!
     
  10. Edward Wild
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    Edward Wild New Member

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    I speak 3 languages you fking loser! How many you speak inbred!!
     
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