Our data shows that agents should be reinvesting a minimum of 1/3 of their commissions into leads to be successful. Since Quility Leads Marketplace is the only source of life insurance leads that protects your agency from legal exposure from TCPA/FCC compliance and is value-based to data (meaning we price our leads so that typical agents get at least a 3x Cash Return in Net Commissions "CRiNC"), verify that each of your agents is ordering in the marketplace. We recommend taking the following actions regularly:
Offer lead credit for agents who need a jump start on their lead journey. As your agents gain experience, ensure they are working a diverse lead portfolio of various lead levels/type/sources. Keep an eye on agents’ close ratios and identify opportunities for additional training. You can review your agents’ lead mix and close ratios in the Performance Dashboard.
Recommend that your agents get Advanced Market (AM) certified and start working AM leads, such as Lighthouse IUL. Agents can take courses in Quility U to get their certification. Also confirm that all agents have the proper FIF Reset knowledge to maximize the production opportunity each lead provides.
Stay on top of your agents’ lead orders and follow up with agents if they cancel a lead order. Make sure your agents don’t stop leads too soon, as consistency is a predictor of success. Offer your recommendations for lead types and recommend attending training calls regularly (see Calls and Webinars Page in HQ).