Uploading Your Leads to the by qeb17135

VIEWS: 13 PAGES: 63

									LeadBoss
Lead Relationship Manager



    Presentation &
   Operations Manual
       Version 1




                               Page 1 of 63
                       Denver Summit 2004
                               LeadBoss
                             Index
Description                                       Page #
Quote From Vince                                  4

Panel Discussion                                  5 -7
    How to get more value from LeadBoss (David)   5-7
         1) Updating Statuses                     5-6
         2) Event Emails                          6
         3) Quoter                                6
         4) Integration                           6
         5) Templates/Cross Marketing/DM          6-7

    Cross Marketing (Mark)                        7
          1) Activity Plan                        7

    Direct Mail Program (Tom)                     7
          1) Lead Sorting                         7
          2) Template Selection                   7
          3) Upload for emailing                  7

    Conclusion (Mark)                             7

Getting Started                                   8 - 10
         1)   Logging In                          8
         2)   Assigning Leads                     8
         3)   Viewing Your Leads                  8
         4)   Accessing Your Leads                8-9
         5)   Working Your Leads                  9
         6)   Getting a Quote                     9 - 10
         7)   Finding Your Leads                  10

5 Things LeadBoss Will Do For You                 11 - 13
         1)   Manually Email Multiple Leads       11
         2)   Printing Multiple Leads At Once     11 - 12
         3)   Emailing and Printing Quotes        12
         4)   Tracking of Annual Premium          12 - 13
         5)   Tracking of ALL PHONE CALLS MADE    13




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Description                                                Page #
Definition of Lead & Case Statuses                         14 - 15
    Lead Statuses                                          14
    Case Statuses                                          15

Setting up Templates                                       16 – 18
    What are “My Templates”?                               16
    How do I created an email template?                    16 - 17
    How do I create an email/reminder rule?                17
    If I delete an event or reminder rule, does this
    delete the template?                                   17 - 18
    Can I use a template multiple times?                   18

Copy of Event Emails/Reminders                             19 - 34

Automatic Up-sell                                          35

Exporting/Uploading Leads to DM System                     36 – 38
    Step 1 - Acquiring your mailing list data              36 - 37
    Step 2 – Uploading Your Mailing List Data              37 - 38

LeadBoss FAQs                                              39 - 62

A quote from Bill                                          63




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                                                               LeadBoss
“The only place success comes before work is
              in the dictionary.”

              Vince Lombardi




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                                           LeadBoss
  Denver: LeadBoss Panel Discussion

How to get more value from LeadBoss: Top 7

Thank you for coming to Denver to meet your OFG family and for
attending the LeadBoss Panel Discussion. The purpose of this
discussion is to ensure you get as much value from your leads as
possible using the features within LeadBoss. We feel that you can do
this by:

        1.   Updating statuses
        2.   Event emails
        3.   Quoting (saving, printing, emailing, & Auto up-sell)
        4.   General integration partners/ease of use
        5.   Templates
        6.   Cross Marketing & Direct Marketing
        7.   Direct Mail Program

The basic outline of the discussion has been included below
and those areas which are included in the “LeadBoss
Operations Manual” have been indicated using “Manual” and
the page number at which the topic can be found.

Please ask questions THROUGHOUT the discussion but after a
specific topic has been introduced and explained. General
questions can be asked at the end of a speaker’s presentation
or the discussion in general.
------------------------------------------------
David Penhallegon

1)Updating Statuses – Manual: Definition of statuses; Page 14 -
  15
  a. LeadBoss is status driven
  b. Reports
  c. Event emails
  d. What’s going on?
  e. How you do it => Lead statuses, case statuses, call log statuses
     i. Lead Statuses




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          1. Sales orientated statuses
          2. “No Sale”
             (a) How you indicate a dud lead
     ii. Case Statuses
          1. Case Management tab
          2. Policy placed in force => Client, email to agent
     iii. Using Call Log…ALWAYS!!!
          1. Tracks # of calls
          2. When last call was made
          3. Event emails

2)Event Emails – Manual: Event emails and when sent: Page 19 -
  34
  a. The more contact the better
  b. You have full control
  c. Unlimited number of emails and rules
  d. How you do it => 1) setup email 2) set rule

3)Quoter
  a. Multiple quotes
  b. Emailing, printing, and saving quotes
  c. Auto up-sell – Manual: Auto up-sell; Page 35
     i. Generally use same carrier
     ii. Multiple benefit – easy
     iii. Multiple terms – easier

4)Integration – Business Partners
  a. Impaired risk
     i. Quick Submit to Greg Hellmich
     ii. Current cases; old cases (declines)
  b. Paramed
     i. Setting exam
     ii. Presetting exam (5 days notice, indicate day and time)
     iii. Checking status
  c. Forms
     i. Term, Variable, Annuity, LTC

5)Templates
  a. How do you create templates – Manual: 5 things LB will do….;
     Page 11 - 13




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       i. Signatures
            1. Do NOT put in templates
            2. Put in agent profile
   b. How do you use them – manual emailing
   c. Search screen – access point for mass mailing, printing, finding
       groups
   d. Exporting leads (to the DM system) – Manual: brief instructions;
       Page 36 - 38
       i. Search for leads to export
       ii. Check off leads and “update” basket
       iii. Export ALL fields, include headers
       iv. Upload to DM system
------------------------------------------------
Mark Meurer

6)Cross Marketing & Direct Marketing Strategies
   a. Activity Plan
       i. $100,000 + Per Year Income
       ii. 3-8 Sales Weekly
       iii. 20-30 Point-Of-Sales Weekly
       iv. Leads & Natural Market
       v. Manage Activity – The LeadBoss Way
------------------------------------------------
Tom Hurford

7)Direct Mail Program
   a. Lead Sorting
   b. Template Selection
   c. Upload for mailing – Manual: brief instructions; Page 36 - 38

------------------------------------------------
Mark Meurer

8)Conclusion
   a. Diversify without Distraction




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                        LeadBoss:
                      Getting Started
The purpose of this document is to get you “up and running” with
LeadBoss. These are the basics of LeadBoss and if performed, will
allow you to use LeadBoss in a functional manner. Once you have
mastered these steps, you will then be able to expand your LeadBoss
knowledge on your own or via our LeadBoss demos. This document is
NOT intended to replace the training session/demonstration.

  1. Logging in – You will need to go www.leadboss.com, enter your
     email, and password to log into LeadBoss. Your password can be
     obtained from Nick Hauther, NickH@OnlyFinancial.com, 866 INS
     ONLY x104.

  2. Assigning leads – Any leads which have been sent to recently
     (you will have received an email) or which have NOT YET been
     assigned, will appear in the box to the upper left as “Unassigned
     Leads” on the home screen. Click on the NUMBER which is
     underlined to go to the lead assignment screen. On the right side
     of the screen you will see a drop down box which will allow you
     to select the agent to assign the lead. Once you have selected
     the agent, click “Assign Leads” at the bottom of the screen.

  3. Viewing your leads – Go to “My Leads” by clicking the
     appropriate button on the left-hand tool bar. Displayed will be all
     leads which have been sent to you for the last 3 months. You
     can modify the time frame by adjusting the calendar at the left
     side of the screen. The numbers in the middle of the screen
     represent leads in categories OR leads in SPECIFIC STATUSES.
     The first number represents leads which are being shown PER
     the calendar date range. The number in parentheses “()”
     represents the total number of leads in that category or status
     regardless of date range. You can only access those leads for
     which the date range has been selected and NUMBER is
     UNDERLINED.

  4. Accessing your leads – Click on any lead name to access the
     information. There are numerous tabs across the top. The four




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  most important are: Client Detail, Product Detail, Business
  Partners, and Case Management.
     a. Client Detail – this screen contains basic contact and client
        information. Agent Activity at the right displays all activity
        that has occurred with this particular lead.
     b. Product Detail – this screen contains insurance specific
        information in addition to any saved quotes.
     c. Business Partners – this screen allows you to interact with
        our impaired risk specialist (Greg Hellmich), order
        paramed exams, and to access insurance carrier forms.
     d. Case Management – this screen is ONLY active when the
        lead status of “In Case Management” is indicated (see
        “Working your leads” below.) The tab is active when it’s
        green. The fields within the case management tab are to
        be used as you see fit. The only required field modification
        is the “Case Status” drop down box.

5. Working your leads – LeadBoss is status driven. When you are
   WITHIN THE LEAD, you adjust the Lead Status using the drop
   down box which is located in the box at the upper-right portion
   of the screen. There is a definition of when to use which status
   next to the drop down box. When a lead status of “In Case
   Management” is set, you can access this tab (upper-right) and
   set the appropriate Case Status. Once a lead is in Case
   Management, it is NOT necessary to use the Lead Status box at
   the upper right to set status again. You will use the Case
   Statuses from this point on.

  Whenever a call is made, you need to indicate this by clicking
  “Call Log” which is located in the Lead Status box at the upper-
  right portion of the screen. A Call Log Status may be set
  regardless if the lead is in Case Management or not; Call Log can
  be used in conjunction with Lead and Case Statuses.

6. Getting a quote – The large dark colored box at the upper-left
   of the screen WITHIN A LEAD is the quoter. You can choose to
   run quotes using the data that is contained in the lead or you
   may change the quoting parameters as necessary. NOTE: the
   quoter does NOT automatically adjust if the person is a smoker;
   this is a manual adjustment on your part. Once you have
   obtained a quote you may save it to email and/or print or you




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     can simply save to Quote History. We recommend that if you
     email or print a quote for a client/prospect, you also save the
     quote to Quote History for future reference.

  7. Finding your leads – To find a lead you may use the “Quick
     Search” which is present at all times on the left-hand side of the
     screen. If you need to perform a more detailed search (ex by
     age, area code, status, agent, etc.) you can use the “Search”
     area of LeadBoss by clicking the “Search” button on the left side
     of the screen.

Special note on dud leads: If you come across a dud lead, please
indicate this using the Lead Status of “No Sale”. Then choose the
reason that best describes why the lead is a dud and include a note. If
this dud is verified, you will receive credit for this lead.




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                5 things that LeadBoss
                    will do for you
Manually email templates to multiple leads at once -

LeadBoss allows you to search for groups of leads and manually email
these leads any "LeadBoss Email Template" which you have saved.

To build a LeadBoss template, simply go to (Admin) "Agency", then
click the tab "Event Emails", then at the far right click "Create
Template". You will then be taken to the template creation screen. On
this screen select "LeadBoss Email Template" for the template type,
enter the name of the template, and then enter the text which will be
contained in the email. When entering text into the body of the
template, you can choose either client or agent fields which allows the
system to automatically pre-fill these fields (ex. The client's name).

To email a template to a group of leads, simply run a search for a
group of leads you would like to email. Once you have "found" the
leads you would like to email, click of the various leads which you
would like to email.

Once the box to the right is checked off, you can then click the button
at the bottom of the screen labeled "Update Basket". Once your leads
are added to your basket you will then need to look at the bottom of
the screen to view your "basket". From the drop down box select
"Email" and click "Go".

You will then be taken to the emailing screen in LeadBoss which will
allow you to select the template that you want to use and email this to
your leads/contacts.

Printing multiple leads at once -

LeadBoss allows you to print multiple leads at once by doing a search
for a group of leads (ex. Age 50 and older) and then selecting those
leads you want to work with by adding them to your "basket". You
then want to make sure that the "Print" feature is selected in the drop
down and click "Go".




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You will then get a popup which will ask if you want to print any
templates you have saved or if you want to print "Lead Detail". Be
sure you select "Lead Detail" and then click "Go". Your screen will be
REFORMATTED with the lead detail. You then simply click "Print" on
your browser bar. NOTE: do not "X" out of the page since you are still
within LeadBoss. Once you are done printing simply click "Back" on
your browser. Also, for best performance, do NOT try to print more
than 10 leads at a time.

Emailing and printing quotes -

LeadBoss allows you to run and email quotes. All you need to do is
enter a specific lead and run a quote using the "Quick Quote" or
"Detailed Quote".

Once you have the quotes, you will need to check off the box "Save for
Emailing". NOTE: this not only saves them for emailing but also allows
you to print the quotes.

Once you have clicked off the quotes you would like to email or print,
scroll to the bottom of the screen and if you would like to email them
now, click "Email Quotes". If you want to save the quotes and email
them later, click "Save". When quotes are saved to be emailed later,
you should note that system will only save these quotes for as long as
you are logged into LeadBoss. Also, after the quotes are saved, you
access the emailing screen by going to the "Product Detail" tab and
clicking on "Email Quotes" which is on the right side of the screen
above "Quote History".

Once you are within the quote emailing area, you can choose to add
text to the email or modify the signature as necessary. You can also
remove quotes that you no longer want in the email (or printout). To
print the quotes simply click the "Print" button at the right. NOTE: this
is not a popup therefore, if you "X" out of this page you will be exiting
LeadBoss.

Tracking of annual premium -

LeadBoss will track the "working" annual premium through the
insuring process. All you need to do is set the "Lead Status" whenever
a new Lead Status occurs. When you do this a popup box will appear.



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In addition to asking for a note and reminder, the system will ask for
the annual premium ("Premium"). This is the first field. Please enter
the current amount so the system can track this and allow you to see
any trends.

Tracking of ALL PHONE CALLS MADE -

LeadBoss will track all phone calls that you (or an agent) make to a
prospect or client. The system does this via the "Call Log".

The "Call Log" is located in the Status Box at the upper-right side of
the screen when you are WITHIN a lead. You simply click on the "Call
Log" button and a popup will appear. This popup will ask you to set a
"Call Log Status" and enter a note. Because a "Call Log" is entered, the
system knows exactly what the status is (what happened), when the
call was made (date and time), and the total number of calls that have
been made.

To view the date, time, and how many calls have been made for a
particular lead, all you need to do is go to the "My Leads" area (Agent
users) and/or the "My Agent's" area (Admin users). Within the listing
of leads is the number of calls, the date, and time of the last call. All
columns can be sorted to allow you to view your leads as necessary.




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                                        Lead Statuses
New Lead - A ne w lead that has not ye t been contacted. A lead is still ne w if a fe w attempts to contact the
custome r have been made .
A pp Out - Custome r has bee n contacted, sold on applying for insurance, and an application has been sent via
mail, email, or fax .
A pp Out no Contact - If the custome r has bee n difficult to contact but filled out an application request, an
application may be sent with no custome r contact.
A pp Out, Paramed Scheduled - Used for unde rwritten products whe re the paramed may be scheduled at the
time the application is sent to the custome r.
A pp Out, No Paramed Required - Used to simplified issue , Guaranteed Issue, or othe r products that do not
require a paramed exam.
A pp Out, Not Returned - Use this status afte r one of the othe r statuses has been se t and e nough time has
passed for the application to be re turned. This status should be set afte r the first follow up on re turning the
application.
A pp to Fulfillment Service - Use this status when an application has been sold, and turned ove r to a fulfillment
se rvice for comple tion (ex . O ne Life (forme rly Zurich) for the ir Z-app process).
In Case Management - Use this status whe n an application has bee n re turned, or an exam comple ted. When
you se t this status, the “Case Management” tab will turn green, meaning you can then acce ss this tab, e nte r
spe cific C ASE STATUSES, and any applicable notes or case management spe cific information.
No Sale - Use this status when an application cannot be sold. Afte r this status is se t a pick list of possible
reasons life insurance cannot be sold in this instance will pop up. Se le ct the appropriate "No Sale" reason.
Do Not Contact - Use this status when the prospe ct re quests no furthe r contact to be made .
Set face/face appt. - Use this status if a pe rsonal appointment will be se t with the prospe ct.
Client - Whe n insurance policy has been paid for and placed in force . This status is se t automatically by
LeadBoss when the C ASE STATUS of “Policy Placed In Force” is se t in the case management tab.
Closed - Use this status when an application for insurance is closed as incomple te , withdrawn, not take n, or
de clined. This status should be se t if the case was closed be cause of unde rwriting or carrie r conce rns. NOTE: this
status should NOT be set if the prospe ct did NOT want the insurance . For those instances when the prospe ct did
not want the insurance , use the status of “No Sale ”.
Scheduled Call Back - Use this status whe n you have a se t time to call back a prospe ct or clie nt.




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                                          Case Statuses
A pp in, no paramed - This status would apply when an application is re ce ived and no paramed has been
scheduled, or an application has been re ce ived and a paramed is not require d. When this status is first se t the
case manage r should che ck to make sure a paramed is scheduled, and if it has not been, schedule it.
A pp in, paramed scheduled - Whe n the application is re ceived, and the paramed is scheduled to be comple ted,
or has re ce ntly been comple ted but not ye t re ce ived this status should be se t. (note if an exam has been
comple ted, but not ye t re ce ived, the status should still stay in "App in, paramed scheduled". If the status is se t to
App in, no paramed in this situation the case manage r will be look ing to sche dule the exam, rathe r than che ck for
whe re it is)
Paramed in, no app - When the paramed exam is re ce ived, but the application has not been re ce ived yet, se t
this status. Che ck to make sure the application went out!
A pp and paramed in - This status should be se t for an application and paramed re ce ive d and matched up. An
application should not stay in this status for long before it is mailed, faxed, or imaged to a home office and status
is then changed to "app sent to carrie r".
Paramed scheduled - This is a status se t by a sales re p that indicates he has sent an application to a custome r
and prese t the paramed exam. If the application is re ce ived before the paramed the n the status will move to
"app in, paramed scheduled".
Paramed Complete - This status should be se t when a paramed company notifies you by phone or e le ctronically
that the paramed exam has been comple ted.
A pp Sent to Carrier - Use this status when an application is sent to the carrie r. Use regardless of how the
application was transm itted to home office (ie fax, email, USPS, or ove rnight carrie r). It is important to che ck
back a fe w days late r with the carrie r to make sure the application has bee n re ceive d. Using this status be fore "in
unde rwriting" he lps insure that if the carrie r loses the application you will know it soone r and send a copy.
Outstanding Requirements - This is one of the most important Case Statuses. Whe n you are notified by the
home office that information is needed or furthe r requirements are nee ded to comple te the unde rwriting place
the case in outstanding re quirements. You can che ck your outstanding requirements from "case status vie w" on
your My Leads page . Che ck your outstanding requirements e ve ry day to speed your cases through unde rwriting.
In Underwriting - Se t this status whe n all curre nt outstanding requirements are in the unde rwriting
departme nt. A case may move from "In Unde rwriting" to "Outstanding Requirements" se ve ral times during the
course of unde rwriting a case.
A pproved - One of our favorite statuses! Use when a application is approve d and you are unsure what the
original class applied for was. If you k now the rate class which was applied for, you should use e ithe r “Approved
as Applied” or “Approved othe r than Applied”.
A pproved as A pplied - Use this status if the case is approved as you quote d. Many agents track the ir
pre screening accuracy. Using this status and the nex t one listed can he lp you track prescree ning accuracy.
A pproved other than A pplied - Use this status when the application is approve d othe r than as applied. Usually
worse than applie d. It helps remind the rep that some additional se lling will be required to place the offe r or seek
cove rage with anothe r O FG carrie r.
Policy Issued - Se t this status afte r the policy is issued, but not ye t re ce ived by your office .
Policy Sent to Client - Use this status when the policy has been sent to the client. At the same time be sure to
se t the "date due back " fie ld on the case management screen. That way you can track whe n to follow up with
custome rs who have not ye t paid.
Delivery requirements received - se t this status when the de live ry requirements are re ceived but the home
office has not ye t placed the case inforce . If you see a case in this status too long you should follow up with the
home office to make sure the de live ry re quirements we re not lost.
Policy placed in force - Se t this status when you are notifie d by the home office that the policy is in force.
Incomplete - Use this status when the application is incomple te . An example would be if APS information is
unobtainable . O r on applications sent to a third party fulfillment se rvice and you are notifie d that the case has
broken down. Anothe r contact by a sales rep may ge t the case moving again.
Withdrawn - Use this status when the applicant choose s to stop the unde rwriting process.
Declined - When a carrie r refuses to insure the applicant.

Service Request - A post sale status. Example s would be a request to change bene ficiary or change bank s.




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                        Setting up Templates
(Also available in the FAQ section)


What are “My Templates”? These look familiar.

“My Templates” is an area within LeadBoss that allows you AND your
agents to access their templates. It should be pointed out that agents
can access their LeadBoss Email Templates but cannot access and thus
modify the agency’s Event Email Templates or Reminders.

How do I create an email template?

You create an email template by clicking on the “Create Email
Template” button. This will take you to the “Event Email Creation”
page. On this page you need to select the type of template you would
like to create: Event Email, Event Reminder, or LeadBoss Email
Template. NOTE: The LeadBoss Email Templates are those templates
that you manually send to clients – these are NOT Event Emails. Once
you have decided which type of template you would like to create, you
then need to name the template. It is important to be very clear when
naming the template by including what status the template should
apply to and some indication as to what is contained in the email or
reminder. You now enter the text for the email or reminder. If you are
adding text for an email, you should be more careful as to the content
of the text. The 4th step in the process is to add the text. You simply
type in the text as you would a regular email or reminder. If you would
like to add field lists so that the emails or reminders are customized
for that particular lead, you simply need to select the particular field
that should be added to the email or reminder. You can choose to add
fields that pull from the lead’s information or from the agent’s
information. If an Event Email Template is setup with the first name
field in place, this will prompt LeadBoss to “pull” this particular field or
information from the lead thus customizing the email. Once you have
created the email template, you can click the “Preview Email Message”
to determine how the template will look when sent. NOTE: when
entering text for an EVENT EMAIL or LEADBOSS EMAIL, DO NOT enter
a signature. The reason for this is LeadBoss will enter this information
automatically based on which agent the lead is assigned to. You will




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want to enter a salutation (ex. “Sincerely,”) followed by a carriage
return (space).

How do I create an email/reminder rule?

You can either create an email or reminder rule from scratch or you
can modify an existing rule. If you would like to create one from
scratch simply click on either “Add Email Rule” or “Add Reminder Rule”
based on what you want to do. Within the Email Rule area, the system
will ask which status you would like to associate this email to. All
statuses (Call Log, Lead Statuses, and Case Statuses) are listed. You
then need to select the EVENT EMAIL TEMPLATE you would like to use.
After you have selected the template, you’ll need to select when the
email should be sent. If you indicate a “0” this tells the system to send
the email immediately. If you indicate a “1” it will be sent in 1 day, a
“2” in two days, a “365” in a year, etc. NOTE: if you have an email rule
set and change the status before the email is sent, LeadBoss will
delete all the queued or emails that were going to be sent (ex. You
have a rule set so that an email goes out in 10 days yet you change
the status on day 9. The email that was set to go out on day 10 will
NOT go out.) Once you have decided when the email is to be sent you
MAY also want to select a signature. NOTE: it is rare that you will
select a signature here. The reason for this is LeadBoss will
automatically attach a signature to the email based on which agent is
working the lead. By selecting a signature you are telling LeadBoss to
ignore the agent who is associated with the lead and attach the
signature that you select. The last step is to select enter the email
subject. NOTE: the client/lead will see the email “subject” so be careful
of it’s content.

Setting rules for Reminders is very similar though you do not have a
signature (since it is not an email) and you have a “reoccurrence”
feature. The reoccurrence allows you to setup a reminder that will
reoccur until the status is changed. Thus, you may have the reminder
set to occur 3 days after the status is set and then reoccur every 2
days thereafter.

If I delete an event or reminder rule, does this delete
the template?




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No. The template still exists in the “Template List” and you can still
attach a rule to this template.

Can I use a template multiple times?

You can use a template multiple times. However, if you setup an Event
Email Template, this template may only be used in Event Emailing –
you cannot use the same template for manual emailing (unless you
save a separate template as a “LeadBoss Email Template”).




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         LeadBoss Event Email Templates
NOTE: these are the templates which are setup automatically when you request to
have Event Emails “turned on”.


Lead Status: Left Message – Voice Mail
Template Name: Left Message on voice mail
Send Date: immediately after status change
Template:

|~CurrentDate~|

Hello |~FirstName~|,

Just wanted to send you a quick email and let you know I called and
left you a message today regarding your request for insurance. I will
call you back within the next couple of days. If you do get this email
before then, please call me at (1-|~AreaCd~|-|~PhoneNumberFirst~|-
|~PhoneNumberLast~|).

Thank you and have a great day |~FirstName~|.

Sincerely,

Lead Status: App Out to Client
Template Name: Agent Welcome - EE 1
Send Date: 1 day after status change
Template:

Dear |~FirstName~|,

Thank you for the opportunity to care for your life insurance needs.
Here at |~AgencyName~| we recognize that our customers are our
greatest asset and we look forward to serving you as such. We know
you have a choice in your family’s financial protection and we
appreciate you choosing our agency.

In order for this whole process to work smoothly we will need you to
have your life insurance application signed and dated before the date
of your medical exam. The application packet is already on its way




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and should arrive shortly. The examiner will be asking for your
completed application when your paramed examination is completed.

As a reminder, I will always just be a phone call or email away to
assist you and answer any questions throughout the entire process.

Periodically I will be pushing you emails with updates, helpful tips or
just friendly reminders as to the status of finalizing your coverage.

Thank you again!

Sincerely,

Lead Status: App Out to Client
Template Name: Tips and Timeline - EE 1
Send Date: 1 day after status change
Template:

Hi |~FirstName~|,

Below are some helpful tips for your medical exam as well as an
insurance timeline so that you have an idea of how the whole process
works.

Medical Tips
1. Get a good night’s sleep before the exam
2. Try to fast at least 8 hours before the exam – this will help your
cholesterol and blood sugar levels
3. Wear a short sleeve shirt
4. Try to refrain from drinking caffeine or alcohol and engaging in any
strenuous activities for at least 8 hour before the exam
5. Have your driver’s license available
6. Have your personal doctor’s information available (i.e. business
address, telephone numbers, etc)

Insurance Timeline

Day 1-10
- Application is sent to you and a Paramed exam date has been
tentatively
scheduled.




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                                                                  LeadBoss
Day 10-11
- Review the application for accuracy.

- Sign and date where highlighted on the application.

Day 12 – 17
- You have completed your paramedical exam

- We receive your completed application in our office for processing

- Your application and paramed exam will be sent to the insurance
carrier for their underwriting review.

Day 17-30
- The insurance carrier is underwriting your application. They may
request information from your doctor. Sometimes there is a delay in
your doctor’s office response time but typically this can add on an
additional week or two to the underwriting time.

Day 31-36
- The policy is approved and sent to our office for inspection.

Day 37-42
- The policy is sent to you.

- There may be forms to sign and premiums to be submitted. Please
do not hesitate to get that information back to our office, so that you
can start enjoying your life insurance protection immediately.

Once we receive your delivery requirements and/or check, the process
is complete!!

If you ever have any questions or concerns please don’t hesitate to call
me 1--|~AreaCd~|-|~PhoneNumberFirst~|-|~PhoneNumberLast~|.

Sincerely,

Lead Status: App Out to Client
Template Name: Prospect - EE 1
Send Date: 9 days after status change




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Template:

Hi |~FirstName~|,

Just a note to make sure you received your life insurance application
package and have made an appointment with the medical examiners
(if applicable).

If you have not received your application or your exam is not
scheduled please call me at (1-|~AreaCd~|-|~PhoneNumberFirst~|-
|~PhoneNumberLast~| |~PhoneExt~|) or email me at your earliest
convenience.

Thanks again for choosing |~AgencyName~| and for the opportunity
to serve your life insurance needs.

Sincerely,

Lead Status: App Out to Client
Template Name: Prospect - EE 2
Send Date: 18 days after status change
Template:

Hi |~FirstName~|,

A few weeks ago, we started the life insurance application process. Do
you have any questions or concerns?

Please take a minute to call me (1-|~AreaCd~|-
|~PhoneNumberFirst~|-|~PhoneNumberLast~| |~PhoneExt~|) or
email me.

Thanks again and have a great day!

Sincerely,

Lead Status: App Out to Client
Template Name: Prospect - EE 3
Send Date: 27 days after status change
Template:




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                                                                LeadBoss
Hi |~FirstName~|,

Please allow me to help you. Your file has been on my desk for over 3
weeks. Your request for your family's valuable financial protection is
one of extreme importance and before we close your file I wanted to
check with you.

Please take a minute today to let me know your thoughts. Has your
desire to place this coverage changed? If so, let me know. You call me
at (1-|~AreaCd~|-|~PhoneNumberFirst~|-|~PhoneNumberLast~|
|~PhoneExt~|) or email me at your earliest convenience. I would
greatly appreciate it.

Thanks again!

Lead Status: App Out to Client
Template Name: Prospect - EE 4
Send Date: 36 days after status change
Template:

Hi |~FirstName~|,

To date I have not received your application for life insurance that was
sent to you over a month ago. I need to close your file unless I hear
from you.

Please call me (1-|~AreaCd~|-|~PhoneNumberFirst~|-
|~PhoneNumberLast~| |~PhoneExt~|) or email me with your
thoughts, questions, concerns. We value our customers and we feel
communication is the key to a relationship!

Thank you,

Lead Status: Paramed In – No App
Template Name: Medical Complete - EE 1
Send Date: 1 day after status change
Template:

Hi |~FirstName~|,




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                                                                 LeadBoss
The results of your recent paramed exam have been forwarded to the
insurance company. However, I have not received notice that your
application was completed and sent in to me or given to the examiner.
Could you please take a moment and call or email me today with the
status of your completed life insurance application.

If you have given your application to the medical examiner, please let
me know.

Thanks again and have a great day!

Sincerely,

Lead Status: Paramed In – No App
Template Name: Medical Complete - EE 2
Send Date: 9 days after status change
Template:

Hi |~FirstName~|,

It's been a few weeks since you completed your medical exam and the
underwriters can not process your exam without your completed and
signed application. Can you help me track your application down? If
you still have the application or recently mailed it back please let me
know. If you remember giving the signed application to the paramed
please let me know. Either way we need the signed application to
move forward with your life insurance application.

Please contact me today.

Sincere Regards,

Lead Status: Paramed In – No App
Template Name: Medical Complete - EE 3
Send Date: 18 days after status change
Template:

Hi |~FirstName~|,

It's been a few weeks since you completed your medical exam and the
underwriters can not process your exam without your completed and




                                                               Page 24 of 63
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                                                                LeadBoss
signed application. Can you help me track your application down? If
you still have the application or recently mailed it back please let me
know. If you remember giving the signed application to the paramed
please let me know. Either way we need the signed application to
move forward with your life insurance application.

Please contact me today.

Sincere Regards,

Lead Status: Paramed In – No App
Template Name: Medical Complete – EE 4
Send Date: 27 days after status change
Template:

Hi |~FirstName~|,

It has been about a month since the underwriters have received your
completed medical exam and I am starting to get very concerned
about the whereabouts of your completed and signed application
packet.

It is important to note that your completed paramed exam is only valid
for about 30 to 45 days and with that window closing shortly, we will
be required to do a complete new exam to pursue this coverage in the
future.

I want to do everything that I can to make this process go smoothly,
but I need you to call me (1-|~AreaCd~|-|~PhoneNumberFirst~|-
|~PhoneNumberLast~| |~PhoneExt~|) or email me today to let me
know your thoughts.

Sincere Regards,

Lead Status: Paramed In – No App
Template Name: Medical Complete – EE 5
Send Date: 36 days after status change
Template:

Hi |~FirstName~|,




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                                                                 LeadBoss
Unfortunately, the insurance company has called me today and
indicated that they are going to close your file if we do not submit your
application within a few days.

Please, please, please contact me today.

I will be trying to phone you as well.

Sincerely,

Lead Status: Paramed In – No App
Template Name: Medical Complete - EE 6
Send Date: 45 days after status change
Template:

Hi |~FirstName~|,

It has been over 2 months since we started the life insurance process
and I still have not received your completed application. I will be
removing you from our system and canceling your application request
tomorrow. If you want to continue with the life insurance application
please contact me right away!

Thanks again for allowing me to help you with your insurance needs
and have a great day!

Sincerely,

Lead Status: App In – No Paramed
Template Name: Application Received - EE 1
Send Date: 1 day after status change
Template:

Hi |~FirstName~|,

Just a quick note to let you know I have received your application.
Once your medical exam is completed the insurance company will
begin the underwriting process, reviewing and gathering all the
information required for an approval. I will keep you posted on the
status along the way.




                                                                Page 26 of 63
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                                                                 LeadBoss
Please don't hesitate to contact me with any questions or concerns.

Sincerely,

Lead Status: App In – No Paramed
Template Name: Application Received - EE 2
Send Date: 9 days after status change
Template:

Hi |~FirstName~|,

It has come to my attention that there may be an issue with the date,
time or completion of your paramed exam. Please call me (1-
|~AreaCd~|-|~PhoneNumberFirst~|-|~PhoneNumberLast~|
|~PhoneExt~|) or email me at your earliest convenience to
communicate with me on this issue. I am here for you. I am just a
little unclear on what your plans may be?

Thank you!

Sincerely,

Lead Status: App In – No Paramed
Template Name: Application Received - EE 3
Send Date: 18 days after status change
Template:

Hi |~FirstName~|,

Please allow me to help you. Your file has been on my desk for over 3
weeks with your completed application and I have not yet received
your medical exam results. To get your application to the underwriters
I must track down your medical exam results. Please email me with
what date and time the examiner came to see you. However, if you
have not completed the exam as of yet, please let me know right
away. We will need to request an extension on your application, as it is
going to be outdated in another week.

Thank you!

Sincerely,




                                                                Page 27 of 63
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                                                                 LeadBoss
Lead Status: App In – No Paramed
Template Name: Application Received - EE 4
Send Date: 27 days after status change
Template:

Hi |~FirstName~|,

Just a quick note to let you know it has been almost a month and a
half since we received your completed life insurance application.
Unfortunately, we still do not have your paramedical exam. Please
contact me today and let me know the status of your exam.

Thanks,

Lead Status: App In – No Paramed
Template Name: Application Received - EE 5
Send Date: 36 days after status change
Template:

Hi |~FirstName~|,

I appreciate the opportunity to earn your business but it has been just
about 2 months since we started the life insurance process and I still
have not received notification that you completed your medical exam.
I will be removing you from our system tomorrow so if this is
something that you still want to move forward with please contact me.


Sincerely,

Lead Status: In Underwriting
Template Name: In Underwriting - EE 1
Send Date: Immediately after status change
Template:

Hi |~FirstName~|,

Just a quick note to let you know I have submitted your life insurance
application packet to the underwriter for their review. This process




                                                               Page 28 of 63
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                                                                LeadBoss
can take 4-6 weeks depending on the amount of information required
by the underwriters.

I will keep you posted on the status of your life insurance application
while it is being underwritten.

As always, please don’t hesitate to contact me with any questions or
concerns. My telephone line is always open, 1-|~AreaCd~|-
|~PhoneNumberFirst~|-|~PhoneNumberLast~| |~PhoneExt~|.

Sincere Regards,

Lead Status: In Underwriting
Template Name: In Underwriting - EE 2
Send Date: 7 days after status change
Template:

Hi |~FirstName~|,

I wanted to let you know that your case is still under review with the
insurance carrier. As I have indicated in my previous email, this
process normally takes about 4-6 weeks. Sometimes it does go a bit
longer but we will continually be in touch with you to keep you up-to-
date.

Have a great day |~FirstName~|. If you want to call me, please do so
anytime at 1-|~AreaCd~|-|~PhoneNumberFirst~|-
|~PhoneNumberLast~| |~PhoneExt~|, I’m here to serve you. Have a
great day!

Sincere Regards,

Lead Status: Policy Approved
Template Name: Policy Approval - EE 1
Send Date: Immediately after status change
Template:

Hi |~FirstName~|,

Congratulations! I received notice that your life insurance application
was approved today! The underwriter will be sending me your policy




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                                                                  LeadBoss
for my review in the next few days. I will review the policy for
accuracy and confirm that we have received the best available offer
and get it to you for finalization as quickly as possible.

You can expect to get your policy within a week after my review.

Thanks again and have a great day!

Lead Status: Policy Sent to Client
Template Name: Policy Sent - EE 1
Send Date: Immediately after status change
Template:

Hi |~FirstName~|,

Your life insurance policy went out in today's mail. You should receive
it within the next few days. If required for your policy, I will need you
to sign and date the documents within the packet and return them as
soon as possible. Please remember that your policy is not in force
until we receive the signed forms and full initial premium from you.

If a check for the first premium is required, I will include the amount
and who to make the check payable to. PLEASE DO NOT MAKE THE
CHECK PAYABLE TO "|~AgencyName~|".

Please let me know if you haven’t received the packet within the next
week or if you have any other questions.

Thanks again,

Lead Status: Policy Sent to Client
Template Name: Policy Sent - EE 2
Send Date: 5 days after status change
Template:

Hi |~FirstName~|,

Just a quick note regarding the delivery of your life insurance policy.
Did you receive the packet? Do you have any questions or concerns?
Please return all of the signed delivery requirements to me right away.




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                                                                  LeadBoss
Remember that your coverage is not in force until the insurance
company receives all the signed forms and full initial premium.

If you completed the Temporary Life Insurance requirements your
temporary coverage will remain in force until either:
1. The delivery requirements are completed or;
2. You reach the end of the specified temporary coverage period.

If you have any questions please contact me, please call me (1-
|~AreaCd~|-|~PhoneNumberFirst~|-|~PhoneNumberLast~|
|~PhoneExt~|) or email me at your earliest possible convenience.

Sincere Regards,

Lead Status: Policy Sent to Client
Template Name: Policy Sent - EE 3
Send Date: 8 days after status change
Template:

Hi |~FirstName~|,

Have you returned your life insurance paperwork to me yet? If not,
please do so right away. The insurance company does have a delivery
deadline, so make this a priority. Your insurance offer will be
withdrawn if the forms and full initial premium are not received during
the offer period specified with your documents.

I am here to help. Please call me with any questions or concerns.

Sincerely,

Lead Status: Policy Sent to Client
Template Name: Policy Sent - EE 4
Send Date: 12 days after status change
Template:

Hi |~FirstName~|,

I have not received the required forms necessary to put your life
insurance policy in force! These forms may include: delivery
acknowledgement, premium check, and/or bank draft authorization.




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                                                                 LeadBoss
Please fill out the forms and mail them back in the envelope provided
– PLEASE DO NOT DELAY GETTING THESE FORMS IN THE MAIL
TODAY! If you have sent these forms to me, please ignore this
friendly reminder.

If you have any questions about your insurance policy or questions
about your insurance needs in general please contact me. I look
forward to hearing from you.

I appreciate the chance to earn your business!

Lead Status: Policy Sent to Client
Template Name: Policy Sent - EE 5
Send Date: 18 days after status change
Template:

Hi |~FirstName~|,

Your insurance company called me today and has indicated that they
must close your case and cancel your life insurance policy. If for some
reason there has been some miscommunication, please call me (1-
|~AreaCd~|-|~PhoneNumberFirst~|-|~PhoneNumberLast~|
|~PhoneExt~|) today so we can get this taken care of right away. I
would hate to see you lose this coverage and have to go through the
whole process again. I will do everything within my power to help you
if this is something that you are still interested in pursuing.

Thanks again and I will be looking forward to your call.

Sincerely,

Lead Status: Policy Placed – In Force
Template Name: Client - EE 1
Send Date: Immediately after status change
Template:

Hi |~FirstName~|,

Congratulations! Your policy delivery requirements are complete – you
can now rest at ease knowing your valuable life insurance protection is
in full force. It has been my pleasure helping you with your family's




                                                                  Page 32 of 63
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                                                                   LeadBoss
financial insurance needs. Please do not hesitate to call or email me if
there is anything I can do to help you. As we stressed in the
beginning, our clients are our greatest assets! We would like to do
business with more people like you. When the subject of life insurance
comes up with friends and family, please give them my telephone
number or email address.

Thank you very much for allowing me to earn your business and I look
forward to a long, enjoyable, professional relationship with you.

Sincere Regards,




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                                                         Denver Summit 2004
                                                                 LeadBoss
           LeadBoss Event Email Reminders
 Associated with Status     Timeframe           Template Used
App In - No Paramed                 0   Application Received - EE   1
App In - No Paramed                 9   Application Received - EE   2
App In - No Paramed                18   Application Received - EE   3
App In - No Paramed                27   Application Received - EE   4
App In - No Paramed                36   Application Received - EE   5
App Out                             0   Agent Welcome - EE 1
App Out                             1   Tips and Timeline - EE 1
App Out                             9   Prospect - EE 1
App Out                            18   Prospect - EE 2
App Out                            27   Prospect - EE 3
App Out                            36   Prospect - EE 4
Approved                            0   Policy Approval - EE 1
In Underwriting                     0   In Underw riting - EE 1
In Underwriting                     7   In Underw riting - EE 2
Left Message - Voice Mail           0   Left message on vm
Paramed In - No App                 0   Medical Complete - EE 1
Paramed In - No App                 9   Medical Complete - EE 2
Paramed In - No App                18   Medical Complete - EE 3
Paramed In - No App                27   Medical Complete - EE 4
Paramed In - No App                36   Medical Complete - EE 5
Paramed In - No App                45   Medical Complete - EE 6
Policy Placed in Force              0   Client - EE 1
Policy Sent to C lient              0   Policy Sent - EE 1
Policy Sent to C lient              5   Policy Sent - EE 2
Policy Sent to C lient              8   Policy Sent - EE 3
Policy Sent to C lient             12   Policy Sent - EE 4
Policy Sent to C lient             18   Policy Sent - EE 5




                                                                               Page 34 of 63
                                                                        Denver Summit 2004
                                                                                LeadBoss
                          Automatic Up-Sell
First part of email/letter:


      RETURN THIS PAGE WITH YOUR APPLICATION


With over 200 companies in our database, we have the ability
to customize a life insurance program to fit within your needs.
If you have any questions or different needs than we have
provided please give us a call at __________________.

We pride ourselves on giving our clients options. Listed below
is the quote we discussed plus two other options that may be
appropriate for you to consider.

--------------------------------------------
Second part of email/letter



     Your Plan Selection – please
             circle one:


                     1             2            3


                RETURN THIS PAGE WITH YOUR APPLICATION




                                                           Page 35 of 63
                                                    Denver Summit 2004
                                                            LeadBoss
           Uploading Your Leads to the
                   DM System
Uploading and managing your mailing list data in the One to One
Online system is very easy. Simply follow these steps below:

Step 1 - Acquiring your mailing list data:

  Option A – Acquire list from a reputable list company.


           Please instruct your list company to send you a comma
           delimited file without any headers and containing the
           following information:
           First Name, Last Name, Address 1, Address 2, City, State, Zip

           Call our Customer Service hotline at 800-316-6042 if you
           need assistance.


  Option B – Export contacts from LeadBoss or another software
  program. Your mailing list data can easily be uploaded into our
  system once it has been exported into a common delimited format.
  Most programs have an “export” feature where you can identify
  which contacts you want to export as well as the file format.
  If you are exporting your contacts from LeadBoss, you can follow
  these steps:

  1.   Go to the “Search” screen by clicking the “Search” button on
       the left tool bar
  2.   Select those leads to export by clicking the check boxes to the
       right or by selecting “Add All to Basket”
  3.   If you have select specific leads (NOT selected “Add All to
       Basket”) you will then need to click “Update Basket”. If you
       clicked “Add All to Basket” you do not need to click “Update
       Basket”.
  4.   A “Process Basket” will appear at the BOTTOM MIDDLE of the
       screen.
  5.   Select “Export” from the drop down list and click “Go”




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                                                                       LeadBoss
  6.    Select ONLY these fields when exporting to the DM system
        (field names are EXACTLY as listed in LeadBoss):
                  i. FirstName
                 ii. LastName
                iii. Address1
               iv. Address2
                 v. City
               vi. StateCd
               vii. PostalCode
  7.    Once you have selected (highlighted) these fields, you then
        need to click the “>” button to transfer these fields into the
        “Selected Fields” area
  8.    Be sure you do NOT select the “Include Headers” check box
  9.    Click the “Export” button
  10.   You will get a popup that asks if you would like to “Open or
        Save this file” – you want to OPEN the file; do NOT save the
        file here
  11.   you should now have an Excel file open
  12.   You now need to save this as a .csv file to be uploaded to the
        mailing system
                  i. Go to your main tool bar at the upper-left
                 ii. Click “File”
                iii. Select “Save As”
               iv. From the drop down box which asks for “file type”,
                     select “.csv” – DO NOT simply type in a new file
                     extension of “.csv”, you need to select this from the
                     “file type” drop down
  13.   You should now have the proper file type which can be
        uploaded to the DM system

Step 2 – Uploading Your Mailing List Data

  1.    Click on the Mailing List Data Navigation Tab on the top of the
        OFG Ez Mailing site or just click on Create/Upload A Mailing List
        under Create A Mailing.
  2.    On the next screen, click on Upload A Mailing List From My
        Computer.
  3.    Click the Browse button and select the mailing list you want to
        use on your computer hard drive and click the Next Button
  4.    The first field of your list will be displayed on the left hand side.
        Using the drop down boxes on the right, simply match the



                                                                    Page 37 of 63
                                                             Denver Summit 2004
                                                                     LeadBoss
     corresponding field to the appropriate fields on your list. For
     example, if the first record is John, then select First Name. If
     the second record is Smith, select last name and so on for your
     address, city, state and zip code.
5.   When you are finished mapping the fields, click on the Continue
     button. As always, if you get stuck and need help, please call
     us at 800-316-6042.
6.   The next screen you see will be telling you the number of
     records that have been uploaded. If there are any errors, it is
     most likely because there was a comma somewhere in the
     middle of a field that was uploaded. An example of this would
     be 123 Anywhere St., Suite 100. To correct the error, you’ll
     need to go back to your spreadsheet and search for any
     commas in your list and remove them. Then re-upload your
     corrected list. To go on, click the Continue button on the
     bottom of your screen.
7.   You’ll now see the name of your list and the number of records
     in the Manage Uploaded Lists section of your account. If you
     want to change the name of your list, click Edit. If you’d like to
     add additional names or make changes to any existing records,
     click on View. To return to the Easy Postcard Wizard, just click
     on the Main Menu navigation button on the top of the screen.
     Then click on Create A New Job to move into the Easy Postcard
     Wizard.




                                                              Page 38 of 63
                                                       Denver Summit 2004
                                                               LeadBoss
                               FAQs
       HOME AND MAIN NAVIGATIONAL BUTTONS

How do I get to my unassigned leads?

You can get to your unassigned leads by clicking on the NUMBER which
is next to “Unassigned Leads” in the gray box. This will take you to the
“Unassigned Leads” tab WITHIN the Agency area of LeadBoss.

What is “Leads Received Today (Agency)”?

These are all those leads which your agency has been sent for the day.
This includes those leads which gone to you.

What is “Leads Received Today”?

These are all those leads which YOU have received today.

What is “New Leads”?

These are all of YOUR leads which have a status of “New Lead”.
Basically, these leads are new and have likely not been addressed.

What is “Reminders Due Today”?

These are all of YOUR reminders which are due for the day. These
include those reminders which you have manually sent and those
which have been set for you – Event Reminders.

What is the “Agency” area comprised of ?

The “Agency” area within LeadBoss allows you to modify or control
functions which occur at the Agency level (vs. the agent level). Some
of these controls include: setting up new agents or modifying existing
agent accounts, assigning and reassigning leads to agents, viewing
reports at an agency level, setting up Event Emails for the agency, and
modifying the “Agency Profile”.




                                                                Page 39 of 63
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                                                                 LeadBoss
What about the “My Agents” area; when do I access
this?

You would access the “My Agents” area when you need to make any
adjustments at the agent level or to view any reports at the agent
level. In addition, you can view and setup Manual or LeadBoss Email
Templates for specific agents in this area. Also, you can view all the
leads your agents have and drill down into more specific lead info as
necessary.

How do I access “My Leads”?

To access all leads that are assigned to YOU, simply click on the “My
Leads” button the left side of the screen. Your agent’s leads are NOT
located in this area; only your leads.

What if I want to do a detailed “Search”?

You can simply click on the “Search” button the left side to do a
detailed search on ANY lead within the system. The search results will
pull up ANY lead within LeadBoss for ANY agent.

What are “My Reminders”?

These are all those reminders that have been automatically set for you
via Event Reminders or those that you have manually setup. You can
view all of YOUR reminders by clicking on this button.

What is the “Get Quote” button?

This allows you to get a quote for an individual that has not yet been
entered into LeadBoss. If it is determined this individual is indeed a
prospect, you can then enter the lead by going to “My Leads” and
clicking “Add Lead” at the far right side of the screen. IF THE
PROSPECT is related to a lead already in the system, find this related
lead first, click on the lead’s name, and in the “Client Detail” tab you’ll
see a button at the far right that says “Add Spouse/Child”. Click this
button to add this NEW lead.

What does the “Import” button do?



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This will take you to the screen which will allow you to setup and save
import formats within LeadBoss. Once this format is setup you can
then import leads into LeadBoss. This is useful if you get leads from
additional or other lead sources.

What about the “Forms” button; what is this?

This allows you to access most insurance carrier forms including
carrier applications and supplemental forms. The first time you click on
this button you will be asked for some user information including your
name and email. Once you have entered this information AND have
accepted the usage agreement, you will then have access to the
carrier forms.

How do I do a quick search for a lead on this screen?

You can do a quick search using the first and/or last name and
entering this name into the “Quick Search” fields on the lower left -
hand side of the screen.

How do I logout of LeadBoss?

You can logout of LeadBoss by clicking on the “Logout” button at the
upper-right side of the screen. The Logout button appears on all
screens.

                               AGENCY

What is the “Agency” area comprised of?

The “Agency” area within LeadBoss allows you to modify or cont rol
functions which occur at the Agency level (vs. the agent level). Some
of these controls include: setting up new agents or modifying existing
agent accounts, assigning and reassigning leads to agents, viewing
reports at an agency level, setting up Event Emails for the agency, and
modifying the “Agency Profile”.

Why am I always taken to the “Unassigned Leads”
when I click on the “Agency” button?



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It is important that before a lead is worked it is assigned. Therefore,
the system will default you to this screen when you click on the
“Agency” area of LeadBoss.

How do I NEW LEADS assign leads?

You assign NEW leads by simply clicking on the “Unassigned Leads”
tab within the “Agency” area of LeadBoss or by clicking on the
“Agency” button if you aren’t already within the “Agency” area. All
your unassigned leads will be listed. You simply select the agent to
which you would like to assign the lead or leads from the drop down
box, scroll down to the bottom of the screen, and click “Assign Leads”.
This will assign the leads to all the agents you have selected.

Can I assign multiple leads at once?

Yes. Simply select the specific individuals you would like to assign the
leads to for ALL the leads within the “Unassigned Leads” tab and click
“Save” at the bottom of the screen. LeadBoss will assign the leads to
each specified agent.

What is the “Agency Leads” tab?

This tab allows you see, from a relatively general level, the number of
leads that are being worked within the agency and which agents have
these leads. You can click on the underlined numbers to view the
specific leads. NOTE: anything which is underlined in LeadBoss can be
clicked.

Within the “Agency Leads” tab, what are these
categories of leads?

These categories encompass leads which have been set to specific
statuses. For example, there are many statuses within the “In
Progress” category. In addition, there are many statuses within the
“Case Management” category. These categories include all the statuses
within LeadBoss.




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What is the “Date range selected” text toward the top
of the screen?

This is indicating to the user for which dates to view the data. These
dates can be modified by clicking on the “Begin” and “End” dates in
the calendar on the left side of the screen. Once you have selected a
date or dates, you then click the “Go” button to view this new date
range parameter. NOTE: when the date range is modified, this date
range will remain as long as you are logged into LeadBoss.

How do I reassign leads?

You can reassign leads by clicking on the “Reassign Leads” tab. This
will allow you to reassign a lead that has already been assigned to an
agent. You may do this if an agent has left the agency, if the lead
needs special attention from a specific agent, if an agent is
overwhelmed with leads, etc. Reassigning leads works the same way
as assigning leads though you do have search parameters to allow you
to find a specific lead or group of leads. Once you have found the lead
or leads you would like to reassign, you simply select the NEW agent
to which the lead should be assigned from the drop down box and click
“Assign Leads”.

How do I view reports for the agency?

You need to click on the tab “Agency Reports”.

What does the call history report show?

This report will indicate how many calls specific agents have made for
a given time period. The system knows how to record a call due to the
“Call Log” within a lead profile. The Call Log is set by the agent each
time a call is made.

How do I see which Event Emails are going to be sent
out?

You can view those Event Emails which are going to be sent to
agency’s leads or clients by clicking on the “Displays all the queued
event emails for a given time period” report. This report will show



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you all those Event Emails which have not yet been sent to the lead or
client. This report will list all those emails which are queued for ALL
agents.

Can I see Event Emails that have already been sent?

You can view all those Event Emails that have been sent by clicking on
“Displays all the queued event emails that have already been
emailed”.

Can I see why sales are not being made?

You can see why your agents are not making sales by clicking on the
report “Breaks down the reasons why sales were not made”.

Can I setup rules so that LeadBoss will assign or
distribute leads for me?

Yes. Within the “Distribution Rules” tab of LeadBoss, you can setup
rules that will tell LeadBoss how to distribute leads to your agents. If
you have questions on how to setup Distribution Rules, please contact
your Service Representative.

I’ve heard that LeadBoss has something called “Event
Emails”. What are these?

Event Emails are emails which you have developed and are sent out
based on rules that you have setup. Event Emails are “status driven”
meaning they are activated or sent when particular statuses are set by
the user. Event Emails occur at the agency level meaning that once
they are setup, they may be used by ALL agents within the agency.

How do I setup Event Emails?

There are several steps to setting up and using Event Emails. These
steps are:

   1) Check to determine if you have the necessary template. If you
      need to setup a template, click on “My Templates List”




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  2) If you do not have the necessary template within “My Templates
     List”, you will need to click on “Create an Email Template”.
  3) Once you have determined that you have the necessary
     template, you can click on “Add Email Rule”.

Can I modify my templates and rules?

Yes, you can modify both. You simply need to click on the particular
template you would like to modify when on the event emails tab. If the
template is not present, click on the “My Templates List” to find the
template. To modify a rule, simply click on “Modify Rule”.

What are “Event Reminders”?

Event Reminders operate in a similar fashion as Event Emails in that
these reminders are status driven. You have full control over the
reminders, when they occur, with which status they occur, and if they
reoccur or not. Because the reminders are NOT being sent to your
leads or clients as the Event Emails are, you do not need to be as
careful with the formatting or content of the reminders (templates).

What am I looking at when I click the “Event Emails”
tab?

These are the rules and emails associated with these rules that you
currently have setup. You may have numerous templates which are
not being used that are not present. If a template is not associated
with a rule, it will not appear on this screen. To view ALL your
templates you need to click on the “My Templates List”. In addition to
the Event Email rules, you will also see any Event Reminder rules that
you have setup. These appear toward the bottom of the screen. As
with the Event Email rules, if you do not have any reminder rules
setup, they will not appear on this screen.

How do I create an email template?

You create an email template by clicking on the “Create Email
Template” button. This will take you to the “Event Email Creation”
page. On this page you need to select the type of template you would
like to create: Event Email, Event Reminder, or LeadBoss Email




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Template. NOTE: The LeadBoss Email Templates are those templates
that you manually send to clients – these are NOT Event Emails. Once
you have decided which type of template you would like to create, you
then need to name the template. It is important to be very clear when
naming the template by including what status the template should
apply to and some indication as to what is contained in the email or
reminder. You now enter the text for the email or reminder. If you are
adding text for an email, you should be more careful as to the content
of the text. The 4th step in the process is to add the text. You simply
type in the text as you would a regular email or reminder. If you would
like to add field lists so that the emails or reminders are customized
for that particular lead, you simply need to select the particular field
that should be added to the email or reminder. You can choose to add
fields that pull from the lead’s information or from the agent’s
information. If an Event Email Template is setup with the first name
field in place, this will prompt LeadBoss to “pull” this particular field or
information from the lead thus customizing the email. Once you have
created the email template, you can click the “Preview Email Message”
to determine how the template will look when sent. NOTE: when
entering text for an EVENT EMAIL or LEADBOSS EMAIL, DO NOT enter
a signature. The reason for this is LeadBoss will enter this information
automatically based on which agent the lead is assigned to. You will
want to enter a salutation (ex. “Sincerely,”) followed by a carriage
return (space).

How do I create an email/reminder rule?

You can either create an email or reminder rule from scratch or you
can modify an existing rule. If you would like to create one from
scratch simply click on either “Add Email Rule” or “Add Reminder Rule”
based on what you want to do. Within the Email Rule area, the system
will ask which status you would like to associate this email to. All
statuses (Call Log, Lead Statuses, and Case Statuses) are listed. You
then need to select the EVENT EMAIL TEMPLATE you would like to use.
After you have selected the template, you’ll need to select when the
email should be sent. If you indicate a “0” this tells the system to send
the email immediately. If you indicate a “1” it will be sent in 1 day, a
“2” in two days, a “365” in a year, etc. NOTE: if you have an email rule
set and change the status before the email is sent, LeadBoss will
delete all the queued or emails that were going to be sent (ex. You
have a rule set so that an email goes out in 10 days yet you change



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the status on day 9. The email that was set to go out on day 10 will
NOT go out.) Once you have decided when the email is to be sent you
MAY also want to select a signature. NOTE: it is rare that you will
select a signature here. The reason for this is LeadBoss will
automatically attach a signature to the email based on which agent is
working the lead. By selecting a signature you are telling LeadBoss to
ignore the agent who is associated with the lead and attach the
signature that you select. The last step is to select enter the email
subject. NOTE: the client/lead will see the email “subject” so be careful
of it’s content.

Setting rules for Reminders is very similar though you do not have a
signature (since it is not an email) and you have a “reoccurrence”
feature. The reoccurrence allows you to setup a reminder that will
reoccur until the status is changed. Thus, you may have the reminder
set to occur 3 days after the status is set and then reoccur every 2
days thereafter.

If I delete an event or reminder rule, does this delete
the template?

No. The template still exists in the “Template List” and you can still
attach a rule to this template.

Can I use a template multiple times?

You can use a template multiple times. However, if you setup an Event
Email Template, this template may only be used in Event Emailing –
you cannot use the same template for manual emailing (unless you
save a separate template as a “LeadBoss Email Template”).

Where do I go to modify my agency’s information?

You can modify your agency’s information by going to the “Agency
Profile” tab. Please be sure that your agency information is up to date
since LeadBoss may use some of this data for various purposes (Event
Emailing, etc.)


                             MY AGENTS



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What is the “My Agent” area of LeadBoss for? It
seems like these features should be in “Agency”.

We have split those functions that are performed at an agency level
with those that are performed at an agent level. The agent level allows
the admin user to view more detail in regards to where an agent’s
leads are in the process.

What is “Agent Leads”?

Agent Leads allows you to see all those leads which are ASSIGNED to
your agents. You can select which agent you would like to view leads
for and also view these leads based on date parameters by modifying
the calendar on the left side of the screen. The system will indicate
which agent you are viewing and what date range has been selected.
The system always defaults to three months in the past for the
calendar date range.

What are these categories of “All Leads”, “New
Leads”, “In Progress”, and “In Case Management”?

These are just that, categories. They encapsulate numerous statuses.
If you would like to see the individual statuses you simpl y need to click
on the “Detail View” and “Case Status View” to view which leads are in
which particular status. The numbers which are listed next to the
status or category represents the number of leads being shown per the
date range (underlined) and ALL leads which are in the system
regardless of date range (in parenthesis “()”).

What are the “Agent Reports”? Don’t I see these in
the “Agency” are of LeadBoss?

“Agent Reports” are the same reports that you can access via
“Agency”. They have been included in the “My Agents” area because
reports show activity at an agent level in addition to activity at an
agency level.

What are “My Templates”? These look familiar.



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“My Templates” is an area within LeadBoss that allows you AND your
agents to access their templates. It should be pointed out that agents
can access their LeadBoss Email Templates but cannot access and thus
modify the agency’s Event Email Templates or Reminders.

How do I create an email template?

You create an email template by clicking on the “Create Email
Template” button. This will take you to the “Event Email Creation”
page. On this page you need to select the type of template you would
like to create: Event Email, Event Reminder, or LeadBoss Email
Template. NOTE: The LeadBoss Email Templates are those templates
that you manually send to clients – these are NOT Event Emails. Once
you have decided which type of template you would like to create, you
then need to name the template. It is important to be very clear when
naming the template by including what status the template should
apply to and some indication as to what is contained in the email or
reminder. You now enter the text for the email or reminder. If you are
adding text for an email, you should be more careful as to the content
of the text. The 4th step in the process is to add the text. You simply
type in the text as you would a regular email or reminder. If you would
like to add field lists so that the emails or reminders are customized
for that particular lead, you simply need to select the particular field
that should be added to the email or reminder. You can choose to add
fields that pull from the lead’s information or from the agent’s
information. If an Event Email Template is setup with the first name
field in place, this will prompt LeadBoss to “pull” this particular field or
information from the lead thus customizing the email. Once you have
created the email template, you can click the “Preview Email Message”
to determine how the template will look when sent. NOTE: when
entering text for an EVENT EMAIL or LEADBOSS EMAIL, DO NOT enter
a signature. The reason for this is LeadBoss will enter this information
automatically based on which agent the lead is assigned to. You will
want to enter a salutation (ex. “Sincerely,”) followed by a carriage
return (space).

What passwords are stored in “Agent Passwords”?

Any current business relationships we have with partners which allow
you to access these partners via LeadBoss AND which require a



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password will be located here. You simply store your username and
password for these other Web sites or services in this area. The admin
user can access all agent accounts while agents can only access their
own accounts.

What is the “Agent Profile” tab?

The Agent Profile area allows the user to modify their agent
information or, for admin users, allows them to access all their agents.
In addition, the admin user can add agents and modify their
information as necessary. When adding agents, the Admin user simply
needs to begin entering the necessary information (name, phone,
etc.). Once all the necessary information is added, the Admin user can
simply click “Save” to add this agent to the system. NOTE: a signature
should be setup for each user. When setting up a signature you simply
need to check off the necessary boxes with the info that should be
included in the signature. These signatures are included in the Event
Emails and also in the LeadBoss Emails. NOTE: you can choose to
deactivate an agent as necessary. If an agent is deactivated, they may
NOT appear in various lists and reports.


                             MY LEADS

What is “My Leads”?

My Leads allows you to see all those leads which are ASSIGNED to
you. You can view these leads based on date parameters by modifying
the calendar on the left side of the screen. The system will indicate
which date range has been selected. The system always defaults to
three months in the past for the calendar date range.

What are these categories of “All Leads”, “New
Leads”, “In Progress”, and “In Case Management”?

These are just that, categories. They encapsulate numerous statuses.
If you would like to see the individual statuses you simply need to click
on the “Detail View” and “Case Status View” to view which leads are in
which particular status. The numbers which are listed next to the
status or category represents the number of leads being shown per the




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date range (underlined) and ALL leads which are in the system
regardless of date range (in parenthesis “()”).

Do I “Add Lead” on this page?

You should only add leads which are NOT a spouse or dependent of a
lead that is already in LeadBoss. The reason for this is you add
spouses and other dependents WITHIN a specific lead. This ensures
the system links these leads so there is less chance of “losing” a
spouse or dependent lead.

When I click on the underlined number, what am I
looking at below?

This listing will give you some detail about the lead including the
number of calls you have made to the lead, the last time you have
called, when the lead was received, the current Lead Stat us, the work
phone, if there are any reminders due, and other data.

How do I access the full lead’s details?

You can access the lead details by clicking on the lead name anywhere
within LeadBoss in which the lead name is underlined.

There is a lot of data on the “Client Detail” tab, what
is all this?

The Client Detail tab lists all the client’s contact information. In
addition, all the notes and activity that are associated with a lead are
located here for easy viewing. NOTE: make sure to check the name,
address, phone number, and email when you contact the lead. If you
need to modify any data on this screen, simply modify this and click
save.

What is the “Lead Summary”?

The Lead Summary lists any activity that has occurred with the lead in
regards to: status changes, call logs entered, general notes entered,
case status notes entered, and any reminders that are set. If the
summary is not completely viewable, you can either click on the icon



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or simply roll over the icon to view an entire note or descri ption. You
can filter the activity that you would like to view by select this activity
from the drop down box.

How do I add a spouse, child, or other dependent?

You can do this on the “Client Detail” tab by simply clicking the “Add
Spouse/Child”. When you click this link you will be taken to a page in
which you can enter specific lead information. Any common
information such as phone and address will transfer over. If this
“common” information needs to be modified, you can simply enter the
correct data and click “Save”. Once a spouse is added a link will be
present on the main lead linking the newly added lead. In addition,
there will be a link within the newly added lead providing you a way to
access the initial lead as necessary.

How do I print a lead?

You can print an individual lead via the Client Detail tab. You simply
click the printer icon at the upper-right side of the screen. The screen
will be reformatted in a printer friendly format. Once the screen is
reformatted simply click print on your browser bar. NOTE: when the
screen is reformatted you are STILL IN LEADBOSS. Therefore, do NOT
“X” out of this screen or you will “X” out of LeadBoss.

Does LeadBoss have a quoter? How does the quoter
work?

Yes, LeadBoss does have a quoter. The quoter is located within a lead
and is in the large blue box toward the upper-left side of the screen.
You can choose to run either a Quick Quote or a Detailed Quote. The
rate classes are not selected for you when you run a Quick Quote so
you will need to select the appropriate rate class. When you select a
Detailed Quote, the system will determine the rate class based on your
answers various questions. NOTE: the system will NOT automatically
(Detailed Quote) choose table ratings. Once you have run a quote you
can choose to “Save for Email” or “Save to Quote History”. If you
select Save for Email and click “Email Quotes” at the bottom of the
quote screen, the system will take you to the area in which you email
quotes. If you simply want to save the quotes to email later, you




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would click the “Save” button. As long as you are logged into
LeadBoss, you will be able to access these saved quotes for emailing
via a button on the “Product Detail” tab. The button is called “Email
Quote”. If you simply want to save a quote to Quote History, check the
appropriate box and click “Save”. These quotes will be saved to your
Quote History. You can choose to save quotes and also email quotes.
If you select both the save and email check boxes for various quotes
and click “Email Quotes” the system will take you to the emailing page
and will save the appropriate quotes to your Quote History.

What is the “Product Detail” tab for?

This tab will list all the product specific information. Any information
that was collect on our Web site will be present here. NOTE: not all
fields will be filled out. Also, if you are receiving application request
leads, the carrier specific information will be in the Initial Request area
at the upper-right side of the screen. Any of those quotes which you
have saved (see the FAQ “How does the quoter work”) will appear in
the Quote History area.

How do I set “Lead Status”?

You set Lead Status by selecting the appropriate status in the drop
down box at the upper-right side of the screen. The Lead Status box
and the quoter appear on every tab within the lead’s information.
When you indicate a new Lead Status, the system will prompt you, via
a popup, if you would like to enter a new working premium, if you
would like to add a note, and if you would like to add a reminder. You
can choose to add all these, none, or some. They are not required.

How do I know which Lead Status to set?

Next to the Lead Status drop down box there is a book with a question
mark on it. Simply click this question mark and a popup with
definitions will appear.

What does the Call Log button do within the Lead
Status box?




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LeadBoss uses the Call Log to track the number of calls made. When
the Call Log button is clicked a popup will appear and ask which Call
Log status you would lke to set. If you have an event email associated
with a Call Log status, a button will appear allowing you to view this
email before it is sent. If you do not want the event email to be sent,
simply click “No” and then save. You are not required to enter a note
when a Call Log is set.

I have heard about Case Statuses, where are those
located?

Case Statuses are located in the Case Management tab. You cannot
access this tab until the LEAD STATUS of In Case Management is
saved. When this status is saved the In Case Management tab will turn
green meaning it can then be accessed. NOTE: if you set a different
Lead Status other than In Case Management, the Case Management
tab will turn black again and will not be accessible.

How do I set a note?

You can set a note by clicking on the “Note” button within the Lead
Status box or by clicking into the note field and entering a note within
the popup that occurs when a Lead Status is set.

How do I add a reminder?

You can set a reminder by clicking on the “Reminder” button within the
Lead Status box or by clicking into the reminder field and entering a
note within the popup that occurs when a Lead Status is set. When
you set a reminder you’ll need to indicate a priority. Generally a
priority of “Low” simply means a task needs to get done. A priority of
“Medium” infers something needs to occur on a particular day. A
priority of “High” means you have a DATE AND TIME to do something
– an appointment. You will need to set a Reminder Date and Time and
an Event Date and Time. The reason there is separation between these
two is that you may have a phone call on a Friday (Event) but want to
be reminded on a Thursday (reminder) for example. A description is
required but “Comments” are not. NOTE: Comments are reminder
specific and you should not put any notes within the Comments field




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that cannot be deleted since you will eventually delete all your
reminders.

What is the “Activity Detail” tab?

The Activity Detail tab lists all activity that has occurred with the lead.
You can apply the filter to determine what you would like to view. This
information is similar to that information shown on the “Client Detail”
tab though the information is complete vs. being truncated (in many
cases).

What is the “Reminders” tab?

This tab allows you to see all those reminders that are set for THIS
PARTICULAR lead. You can view more details or edit the reminder by
clicking “Edit/View”. A reminder can be deleted by checking the
“Complete” box and clicking the “Update” button at the bottom of the
screen.

What is the “Business Partners” tab?

The Business Partners tab is an access point for various services within
LeadBoss including – our impaired risk specialist (Greg Hellmich), the
ability to order parameds and check status once ordered, the ability to
access most insurance carrier forms and applications, and the ability to
access MyAgency.

When I click the “Forms” button, I get a popup asking
for information. Do I need to fill this out?

Yes. You should only be required to fill out this information one time
though it is not uncommon for this to occur more than once. After this
information has been entered and after you have agreed to the “Terms
of Use” you will then be able to access the forms.

There is a “Get Forms” link on the left tool bar. Is this
the same as the forms link within the lead (Business
Partners)?

Yes, this link will take you to the same Web page (service).



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Can I preset exams?

Yes you can preset exams. However, you must give the exam
company at least 5 days notice. NOTE - when presetting exams
please:

1) use the “Note” field,
2) give AT LEAST a 5 day notice,
3) and ensure the format is as follows: Pre-Set = 09/16/04 at 9:30
am.

The location in which the exam will be performed is the address which
is contained in the Lead Detail tab.

Can I order an exam for a company that is not in the
carrier drop down?

No. We only support the online ordering of medical exams for those
carriers that are listed in the drop down list.

What is the “Policy Information” tab for?

This tab is to be used generally after a policy has been placed. It is
typically used as a reference.

Why is there a Case Management tab?

There is a separate area for Case Management because it is important
to be sure this is completely correctly. By separating it from the other
statuses (Lead Status) we signify this importance. In addition, if you
have case managers that are working leads once the lead is in Case
Management, it simplifies the work flow for them since they then only
need to access the Case Management tab to make updates. Agents, of
course, can still access the Case Management tab if necessary though
it is important to NOTE that if the lead status is changed from In Case
Management to ANY OTHER STATUS, the Case Management tab will
turn black and will not be accessible.




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What functions are there on the Case Management
tab?

The Case Management tab is the area in which the agent or case
manager tracks all notes and general occurrences with a lead while
that lead is in case management. A lead should be sent to In Case
Management when an application has been returned OR a paramed
has been completed. Case Management implies that the case is being
reviewed by underwriters. In addition to general notes, you can also
set Case Status within the Case Management tab. NOTE: when you set
a case status this does not prompt the popup box asking for annual
premium, a note, and a reminder. Also, you may have Event Emails
associated with particular Case Statuses. Therefore, please be aware
of those Case Statuses that have been set since event emails may be
sent to the lead.

I noticed that when I set a Case Status of
“Outstanding Requirements” the Case Management
tab turns red. Why is this?

This tab turns red to indicate to the agent that there are outstanding
requirements that need to be completed.

When I set the Case Status of “Policy Placed - In
Force” LeadBoss ask me if I want to send an email to
the agent. Why does it do this?

When a Case Status of “Policy Placed In Force” is set the system will
do 3 things:

   1) It will ask if you would like to notify the agent that the policy has
      been placed and the lead is now a “Client”. Of course this is
      more useful if there are case managers within your organization
      accessing the Case Management tab since an agent would likely
      not need to send this email him or herself.
   2) LeadBoss will force the Lead Status of “Client”.
   3) LeadBoss will remove the lead from the Case Management tab
      thereby deactivating this tab.




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                              SEARCH

Why is there a “Search” button on the left side of the
screen when you already have a “Quick Search” just
below it?

The Search are of LeadBoss allows you to do very detailed searches
based on multiple parameters. The Quick Search only allows you to
search by name – whole or partial.

What are the check boxes on the right side of the
Search Results screen?

These check boxes allow you to add various leads to your “Basket”.
Once leads are added to your basket you can do various things with
these leads. You can choose to email, export, or print these leads.

Can I print multiple leads at once?

Yes. After you have performed a search and have selected the various
leads that you would like to print and have added them to your basket,
you can then select “Print” and “Go” at the bottom of the Search
Results screen. The system will then provide a popup that asks if you
would like to print any LeadBoss Email Templates you have setup or if
you would like to print “Lead Detail”. Select “Lead Detail” and click
“Go”. This will reformat the screen. NOTE: there are page breaks
between the leads. Also, you are still WITHIN LeadBoss; the print
screen is NOT a popup. Therefore, if you “X” out of the screen you will
be closing LeadBoss.

Can I print letters via LeadBoss?

Yes. After you have performed a search and have selected the various
leads that you would like to print a letter for and have added them to
your basket, you can then select “Print” and “Go” at the bottom of the
Search Results screen. The system will then provide a popup that
provides you with your LeadBoss Email Templates you have setup and
it allows you to select “Lead Detail”. Select the particular LeadBoss
Email Template that you would like to print and click “Go”. The screen




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will be reformatted and you will see the letters for the specific leads
you have selected listed in the screen. To print these letters simply
click “Print” on your browser bar. NOTE: there are page breaks
between the letters. Also, you are still WITHIN LeadBoss; the print
screen is NOT a popup. Therefore, if you “X” out of the screen you will
be closing LeadBoss.

Can I email multiple leads at once?

Yes. Once you have obtained search results, you can check off the
boxes at the right indicating the leads you would like to email. Once
you have checked off the boxes you will need to “Add to Basket”. After
they have been added to your basket, scroll to the bottom of the
screen and you will notice the button “Process Basket”. Select “Email”
and click “Go”. This will take you to the emailing screen within
LeadBoss. This emailing screen is the same throughout LeadBoss so
that no matter where you are in LeadBoss if you click on an email you
will be taken to this screen. Once you are in the emailing screen you
can choose if you would like to use any of your LeadBoss Email
Templates to email to this group of leads. If you select a template, it
will appear in the text box. LeadBoss will also allow you to include the
signature you have setup. If you check off this box, you should NOT
enter a signature in the text box. All those emails which were selected
(leads) will be listed. Each lead cannot see the others email address.
LeadBoss will always BCC you in on all manual emails sent unless you
deselect the check box. The “Subject” line is seen by the client so be
sure the text is appropriate. You can then type your email or, if you
have chosen a template, modify the email and send as necessary.


                         MY REMINDERS

What are “My Reminders”?

These are all YOUR reminders. Your agent’s reminders are not located
on this screen (admin users only). You can search for specific
reminders based on the parameters given. NOTE: the system always
defaults to those reminders that are “Due Today”. Thus, if you need to
view those that are due tomorrow, you’ll need to adjust the “Quick




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Search”. Also, the calendar, because it is present on the left -hand
side, WILL EFFECT your search for reminders.


                              GET QUOTE

This allows you to get a quote for an individual that has not yet been
entered into LeadBoss. If it is determined this individual is indeed a
prospect, you can then enter the lead by going to “My Leads” and
clicking “Add Lead” at the far right side of the screen. IF THE
PROSPECT is related to a lead already in the system, find this related
lead first, click on the lead’s name, and in the “Client Detail” tab you’ll
see a button at the far right that says “Add Spouse/Child”. Click this
button to add this NEW lead.


                                IMPORT

Can I import my own leads into LeadBoss without
having to enter them individually?

Yes. You can import multiple leads at once by simply going to the
Import area of LeadBoss. This will allow you to define and save upload
formats and ultimately upload those leads you have received outside
of LeadBoss. NOTE: there is a limit as to the number of leads which
can be uploaded to LeadBoss. Also, we reserve the right to charge $1
per lead uploaded to LeadBoss.


                              GET FORMS

What about the “Forms” button; what is this?

This allows you to access most insurance carrier forms including
carrier applications and supplemental forms. The first time you click on
this button you will be asked for some user information including your
name and email. Once you have entered this information AND have
accepted the usage agreement, you will then have access to the
carrier forms.




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                          GENERAL:
               Special Note on Pop-up Blockers

I’m not getting my pop-ups in LeadBoss. What’s
wrong?

There are two things that could be occurring:
  1. You have a popup blocker on
  2. You are behind a firewall.

Generally blocking of pop-ups is due to the first reason – you have a
pop-up blocker activated on your machine. Therefore, in order to use
LeadBoss properly, you need to disable your popup blockers (see
below). This should allow you to view all popup boxes within LeadBoss.

If you have disabled your pop-up blocker and still cannot get pop-ups
or access specific pages within LeadBoss (“Page cannot be
displayed..”) you may be behind a firewall. If you determine you are
behind a firewall, you will have to circumvent the firewall by placing
your machine outside this firewall or by programming the firewall to
allow for pop-ups or access to www.leadboss.com in general.

The most critical popup boxes include those that occur when a Lead
Status is changed (change annual premium, set a reminder, and
indicate a note), when you set a Call Log, and when reminders occur.

How do I turn off my popup blocker?

There are numerous popup blockers so it is difficult to give instructions
on how to turn off everyone available. However, most virus protection
programs (McAfee, Norton, and others) come with popup blockers. If
you have a virus protection program, you MAY be able to disable the
popup blocker by right clicking on the icon in the lower-right tool bar,
selecting “Properties” and then clicking or selecting “Turn off Popup
Blocker”, “Allow Pop-ups”, “Allow pop-ups from this site”, etc

You will also want to make sure that if you have a pop-up blocker that
you “allow for scripting”. This will be in the “Properties” section of the
virus protection or pop-up blocker software. You generally RIGHT click
on the icon to access a program’s “Properties”.




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If you have Windows XP or Windows XP Professional and have
downloaded the “Service Pack 2”, this will install a popup blocker that
will allow you to easily control what pop-ups you want and which you
don’t. If you have Windows XP or Windows XP Professional AND the
Service Pack 2 downloaded, you will see “Pop-up blocked. To see this
pop-up or additional options, click here…” This will allow you to fully
control which pop-ups you want to see and which you do not.

NOTE: We HIGHLY RECOMMEND downloading the Service Pack
2 if you have Windows XP or Windows XP Professional to allow
for and control LeadBoss pop-ups.




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  “The first rule of any technology used in a
  business is that automation applied to an
efficient operation will magnify the efficiency.
 The second is that automation applied to an
      inefficient operation will magnify the
                   inefficiency.”

                   Bill Gates




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