IMPORTANT: Please take 10 minutes and STUDY the lead system and call RVP to make a lead game plan!!!
FIRST: MAKE A LEAD GAME PLAN
Weekly lead flow and activity is why we do over $1,000,000 a WEEK in final expense. No lead flow, no consisntent cash flow.
First things first: ORDER from the existing inventory of overflow leads to get started.
The 20-25-30 Plan
Here is the blue print that works: Choose 1 of these 3 options
The 20: Weekly flow of 20 Platinum leads *Experienced agents
The 25: Weekly flow of a mix of Platinum and Gold, Silver, Bronze leads per week. (Example:5 Platinums, 10 Gold, 10 Bronze. Any combination of Platinum with Gold, SIlver, Bronze totaling 25 leads per week) *Recommended to get started
The 30: Weekly flow of Gold, Silver and/or Bronze leads totaling 30+ per week in any combination *Recommended to get started
SECOND: ORDER OVERFLOW LEADS
Step #1: Log On to If you do not know your log in credentials, Email to get info.
Go to "Dashboard"
Then click on "Overflow by State"
Step #2: Click on the zip code you want leads in and type in the number of leads you want. The number of leads available in that zip code wills how up in drop down box.
Step #3: Submit order with payment information
THIRD: PLACE A FRESH LEAD ORDER
All fresh lead orders are completed at www.NASBnation.com.
We will add all you to the system as the licensing team processes your contracting paperwork.
The username is your email and password is always first first and last initial followed by “_2016_nasb”.
EXAMPLE: John Smith’s password would be “js_2016_nasb”.
We are having to manually grant you access so if you try logging in with this password prior to us adding you, it won’t let you login.
Email for website questions.
Once we add you, we will send you a confirmation email telling you that you have been granted access.
After you have access to
Step 1. GO to the "Dashboard"
Step 2. Near the bottom you will see the months available for ordering. *These orders are due the 1st day of every month for the month after the next month. Order May 1st for leads needed in July
Step 3. Complete the online form.
Step 4. Agree to buy all of the leads we pay to create for you.
SURVEY CHECK LEAD $7/$10
Agents hand deliver a $20 check that is attached to a survey. $7 lead cost for a $10 survey check lead. $10 lead cost for a $20 survey check lead.
PLATINUM DENTAL LEAD $27
Direct mail lead piece. The agents not only help them with their life insurance needs but also give them a dental savings card at no cost. To order Dental/RX savings card: EMAIL your mailing address
CHECK LEAD $21
The customer receives the live check in the mail representing how much money we may save them on their life insurance needs. Once the check is cashed we recieve a copy of the cashed check and go visit them to show them how we may be able to get them more than $5 in savings.
OVERFLOW LEAD DEFINITIONS (Ask mgr for "overflow email". These can be orderd on weekdays before 3pm by sending an email to manager with Zip code, lead type and # of leads wanted)
Platinum Sale Leads $12 - THESE are the ones in RED on the PDF. Never previously sold, 5 months or older
GOLD Leads $8- Previously sold to NASB agent but didn't result in a sale. Typically 3-12 months old
SILVER Leads $6- Previously sold to NASB agent but didn't result in a sale. Typically 7-24 months old
BRONZE Leads $4- Previously sold to NASB agent but didn't result in a sale. Typically 24+ months old
You may receive a lead credit on next purchse for one of these reasons below.
Dubplicate Lead- A lead you have recieved previously
PO BOX- A lead without an address or phone number
Blank Lead- A lead with no hand writing and no box checked
to receive a credit you need to scan and email a copy of the lead to manager and request a credit for one of the above reasons.
PLATINUM MEMORIAL LEAD $29
Direct mail lead piece. The agents not only help them with their life insurance needs but also give them a Final WIshes Memorial Guide provided by AMERICO LIFE INS.
Only full priced ($23 dental/$29 memorial) platinum leads and ($19) check leads are available for credits.
Sale leads ($11) and check sale leads ($10) are listed in red.
Gold ($7), silver ($5), and bronze ($3) leads have been previously purchased.
Leads can be ordered on weekdays before 3pm: leads ordered after 3pm are not guaranteed same-day delivery.
Phone leads are $20 each and orders are due Thursdays at 3pm EST. Late phone orders will not be accepted.