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Stan Hustad
Press Toward the Mark!
Thoughts on life, success,
and hope
Its a Karaoke World
In a recent issue of The New Yorker, reporter John Seabrook wrote about the
present travails in the music industry and on the attempts of a music producer
to take a young girl named Cherie and figure out how to make her a big star. As
you might expect its often not the music, its the marketing. It turns out that
marketing your performance is just as difficult for the aspiring star as it is
for the business entrepreneur.
Click Here to Read the Full Version....
LeadBoss Q&A
Can I add leads to LeadBoss? When should I add a lead?
Yes you can add leads to LeadBoss by going to the Agent Matrix screen in the
admin view or in your home screen in the agent view. Simply click the "Add Lead"
in the lower black bar to the left of the screen. LeadBoss will then prompt you
for the necessary information. Please enter as much information as possible.
Once you are finished adding the necessary information, you will need to set a
status for this particular lead.
You can add any prospect that has an interest in insurance, annuities, or LTC.
The most common need for adding a lead is to track a spouse you have taken an
application on. However, you may also add other family relatives, referrals,
your current clients that are NOT in LeadBoss, and any prospect which you feel
would benefit from the features of LeadBoss.
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:
Brokerage Comps and Contracts
Purchase Leads
Admin and Status
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Leadboss
Coming of Age
LeadBoss is a technology developed and owned solely by Insurance Only
which allows selling efficiencies that many agencies currently do not
possess. Leadboss allows the agent to receive his/her leads in
REAL-TIME, it provides a easy to use interface for the agent to access
the prospect’s information, and acts as a contact manager expanding the
ability of the agent to service a greater number of prospects more
promptly.The added value which LeadBoss can provide to an
organization would greatly increase revenues and profit margins. The
opportunity exists for LeadBoss to add substantial value in the
following ways...
Click Here to Read the Full Version....
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Please Join Us
For Our Biweekly Teleconference's
iShare
A
monthly teleconference of the nations top producers in the Direct Response
Market.
Next Teleconference
Tuesday
August 26th
at 1:00 PST
iForum
"Engineered To Make You Money"
A
monthly teleconference of vendors, carriers and the nations top producers in
the Direct Response Market
Next Teleconference
Tuesday
September 16th
at 1:00
PST
Open to all
Only Financial Group vendors and agents.
For those
wishing to sit in, contact Brad from OFG at:
reminder emails will be sent
with access number
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Need Some
Change?
A vacuum has been created in recent years
within the life insurance industry. The demise of the career system
[more than 25% in just over a decade according to LIMRA], or at
least it’s prominent downsizing, has forced agents to become
independent and loose critical support, financial assistance and
training, or worse, leave the industry all together. More and more
life carriers are cutting distribution and product delivery in favor
of a wholesaler brokerage distribution.
Interested in this article?
Click Here to Read the Full Version....
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Sales Corner
BISYS is excited to introduce BISYS Life
Solutions, a unique new process for requesting life insurance coverage.
BISYS Life Solutions is designed to streamline the handling of term
cases of $1,000,000 or less in coverage. This dynamic, Internet-based
request form promises to be one of the most significant developments in
recent brokerage history.
BISYS Life Solutions offers your business these
primary benefits:
1. Makes your business more profitable by eliminating the need to complete and track multiple forms and
processes.
2. Handles the ordering of paramedical exam.
3. Speeds policy delivery, thereby helping you close more cases and get paid more quickly.
4. Makes the entire sales process easier with less hassle.
5. The customized cover sheet provides a personal, unique representation of your business to the client.
6. Automated process reduces your expense exposure.
Click Here to Read the Full Version....
This is a 2MB PDF File, please allow time
to load
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OFG Press Releases
Take a moment to read
through our press releases, and to learn more about our exciting
services and products which will increase your bottom line!
Press Release Archive |
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One Step Impaired
Risk Quoting!
We've added additional features under the "Brokerage" tab at
onlyfinancialgroup.com.
These new links give
greater ease when quoting impaired risk cases.
After selecting "Impaired Risk Questionnaires" you will be
prompted to supply details of your prospects health condition.
Interested in this article?
Click Here to Read the Full Version....
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