Setting Appointments from Received Lead Cards

[nfl72]

"I don't use a Garmin, but I do use a TomTom GPS. I can load all my adresses in it for the day. I don't know if it has a limit. The most I've ever put in there is about 8.

It won't tell you the distance betwen the addresses, but it will tell you how far you are from each one from your current stop.

If I have a no show I will pull out some of my leads that I haven't been able to contact and start entering them. I will stop by the closest one."



I to use a TomTom and yes I know you can put in numerous addresses. But I have been told there are software programs where you can input all the leads and see on a map where they all are at one time.

It would also be nice if the tomtom could actualy alert you when you are close to a home you have input. If I have an appointment a half hour away and have over an hour before the appointment time it would be nice to know if i am close to an address i have input.

 

[Daytona_Guy]

It would also be nice if the tomtom could actualy alert you when you are close to a home you have input. If I have an appointment a half hour away and have over an hour before the appointment time it would be nice to know if i am close to an address i have input.

I wonder if someone (on here) has figured out how to save a Google Maps routing list for then e-mailing to your smartphone for basically the same functionality?



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[Newby]

If you use an iphone or ipad you can use Contact map or several other programs (I think one of the better ones is Deja-something).

They will show your current location on the map and ANY contacts you have in your database will show up on the map. These are very useful programs except I have thousands of people in my database. It's too much information overload.

Micosoft Streets and Trips is great for route optimizing and is very cheap.

 

[g-squared]

For planning out your day with up to 25 stops:

Find The Best Route Between Multiple Addresses | Route Optimization Using Google Maps

 

[notfonzy]

For planning out your day with up to 25 stops:

Find The Best Route Between Multiple Addresses | Route Optimization Using Google Maps

This is the one I always use, and it's free.

After it spits out the optimal route, I just stack my leads in the order it recommends and then plug each one into my GPS as I go.

Works for me.

 

[Newby]

That Google site looks like what Microsoft Streets and Trips does. No need to buy anything which is cool.

Does it allow you to save it so when you go out today and you eliminate 5-points and you get a few more leads in and want to add 5 new ones? Can you edit it each day or do you always have to start fresh?

 

[sellingdog]

I have a Garmin Nuvi 1300 (2 years old) I put address in and save under favorites, I do this with each address I plan to call on that day. When I open favorites it shows the addresses and distance to each according to my present location. I usually save addresses with prospect name, that way when I arrive I can just pull that lead out of my stack.

After I have been to that appoinment, I delete it.

Hope that helps.

 

[Mark]

I have a Garmin Nuvi 1300 (2 years old) I put address in and save under favorites, I do this with each address I plan to call on that day. When I open favorites it shows the addresses and distance to each according to my present location. I usually save addresses with prospect name, that way when I arrive I can just pull that lead out of my stack.

After I have been to that appoinment, I delete it.

Hope that helps.

Thanks for sharing this with us. I'm going to try doing this.

 

[Arthur Rudnick]

would it be a violation of any sort to offer incentives to clients to give referrals? Something like if you refer someone to me and they sign a policy, I will pay your next monthly premium?
Would that be considered a violation of anything to offer something like that?

It's absolutely a violation of state insurance laws to entice someone to offer a gift worth more than a minimum amount, contingent upon the sale of a insurance product.

I don't know the exact amount and it may vary by state, but I recall in NY it was at one time limited to $10.00. It falls under the rules & regs of "Rebating". You might want to go to your DOI's website and see if you can find it.

So, you could offer a promotional item (or anything) with a value of up to $10. Anything higher is a violation.

A number of years ago I was going to offer my clients a $100 gift certificate if a referral given to me resulted in a LTC sale. I ran it by compliance and they immediately came back and said "no way".

 

[Newby]

You can't gift for sales. You can gift for referals.
It needs to be small or you will go broke.