STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
After you have access to the lead systems, review the live lead inventories with your Manager and make your first purchase.
REQUEST ACCESS TO OPT
SET UP A MAILCO & LEADCO ACCOUNTS
MailCo Account Set-Up
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE
LeadCo Account Set-Up. (CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)
Sign-up for a LeadCo account by email Cheryl at [email protected]
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.
Here is an image of what it will typically take to make 10 appointments a week:
REQUEST ACCESS TO OPT
- To request access to OPT, login to the Equis Dashboard, click the Chat icon on the bottom right of the sceen, and send the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT"
SET UP A MAILCO & LEADCO ACCOUNTS
MailCo Account Set-Up
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE
- Agency name is "Equis"
- Group name is "Dan Lambert"
LeadCo Account Set-Up. (CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)
Sign-up for a LeadCo account by email Cheryl at [email protected]
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.
Here is an image of what it will typically take to make 10 appointments a week:
