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Pat Wedeking
I had the opportunity to visit an OFG broker office last week. I was impressed
with the agents and their surroundings, but was amazed at all the services they
weren't using that we offer.
You have a LeadBoss LRM (Lead Relationship Manager) that really hums and
includes Event Based Emailing! You have training and idea exchange sessions that
contain million dollar ideas. You have contracting patterns and accounting set
up to help you build an organization....
Click Here to Read the Full Version....
LeadBoss Q&A
I can't find my leads in Agent Matrix.
Where are they?
The calendar in Agent Matrix defaults to 3 months past. Thus, it will only show
leads that are 3 months old or newer. You can view older leads by clicking on
the calendar icon for "Begin Date", adjusting to the appropriate month and year,
and then clicking directly on a specific date. This will save the date. By
clicking "Go" to the far right of the screen this will then return all the leads
which have occurred in the time frame you have indicated. You can also select an
end date if applicable to view specific windows in time (last year, last month,
yesterday, etc.).
Click Here For More LeadBoss Q&A
Lead Management Headaches?
Looking for an online lead distribution, management and
tracking system? Look no further.
Check out LeadBoss, OFG's Lead Management System
Impaired Risk?
Has your client been Declined, Postponed, Rated or Refused?
Contact Us
Only Financial Group
Bellevue, Washington
1-866-INS-ONLY
For Questions By Email:
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Purchase Leads
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