Phone 310-470-8200

Disposition Report

Tuesday thru Friday let us know the clients name & what happened (presentation, proposal, callback, or no-show). 
Also include your schedule of availability
(NA = not available, Open = anytime that day, or specify the times that you are available such as 9-11 & 1-4 or 9-7.)
This should be submitted on Friday, no later then Sunday,  so that we can put you into production on Tuesday.
Agents Name
City State Zip 
E-Mail

Please list the names of the appointments 
you have received and record a report on each.

Please select your service:

Long Term Care Insurance Annuity Appointments Medicare Supplements Mortgage Protection Leads

 

1: 

Appointment Name: 

 Date: 
Disposition. Report: 
 
2:  Appointment Name:  Date: 
Disposition. Report: 
 
3:  Appointment Name:  Date: 
Disposition. Report: 
 
4:  Appointment Name:  Date: 
Disposition. Report: 
 
5:  Appointment Name:  Date: 
Disposition. Report: 
 
6:  Appointment Name:  Date: 
Disposition. Report: 
 
7:  Appointment Name:  Date: 
Disposition. Report: 
 
8:  Appointment Name:  Date: 
Disposition. Report: 
 
9:  Appointment Name:  Date: 
Disposition. Report: 
 
10:  Appointment Name:  Date: 
Disposition. Report: 


Please fill out your schedule of availability for next week. Note, without filling this out and emailing it or faxing it back, we will not be able to book you, or we will assume that you are not available for appointments. Only indicate when you are available. If you are not available after 5 p.m, or any other time during the day, you must indicate precisely.

Week starting 

Tuesday

Wednesday

Thursday

Friday

 

LTC Leads

This is the proper verbiage to be used when you get to the prospective clients door.

 

We have found that if you create a psychological association (bridging), between what we say on the phone and what you say at the door by repeating the exact verbiage, you will achieve a higher degree of success using our lead service.

 

     We tread lightly when setting the appointments. The reason is because they may start asking many questions as to how we obtained their name or specific information which could easier be overcome at the door by you (the agent). Very simply we ask them if they still have the Annuity or Ira (more than 7 years naturally) and we advise them they may be eligible for a higher rate of interest or a bonus (up to 10%).

 

     We know that in some states or in some cases agents may not have these products. It's no big deal, we use inconclusive variables in our telephone presentation, such as (may be eligible) or (possibly), so we protect you. If you can't offer a bonus in your state, just advise us by email and we will mark your file.

 

     Here's the exact verbiage you should use at the door, it usually happens right after they see your card and realize that you may not be the originating agent or company.

 

 “Oh, I'm an independent agent, I am probably appointed with the company you have your annuity, ira or investments with. 9 out of 10 times I can still qualify you for the higher interest rate or bonus, so while I'm here, let me at least see if I can help you, I'm the local agent in the area, OK”

    

     It’s very important for you to know that we never mislead or misrepresent any fact with the prospective client.  We do try to keep our telemarketing presentation short

 

    As a side note, during the week, if you have an issue with your account, instead of calling, email us, we will respond within 10 minutes.  We have found that this system will allow 14 presentations to occur out of every 31 appointments that we give you resulting in over $300K in premiums per month, as long as you never confirm the appointments first.

 

 

 

Copyright © 2007 LTC LEADS