LeadBoss: Getting Started
 

The purpose of this document is to get you “up and running” with LeadBoss. These are the basics of LeadBoss and if performed, will allow you to use LeadBoss in a functional manner. Once you have mastered these steps, you will then be able to expand your LeadBoss knowledge on your own or via our LeadBoss demos. This document is NOT intended to replace the training session/demonstration. 

1.        Logging in – You will need to go www.leadboss.com, enter your email, and password to log into LeadBoss. Your password can be obtained from Nick Hauther, NickH@OnlyFinancial.com, 866 INS ONLY x104. 

2.        Assigning leads – Any leads which have been sent to recently (you will have received an email) or which have NOT YET been assigned, will appear in the box to the upper left as “Unassigned Leads” on the home screen. Click on the NUMBER that is underlined to go to the lead assignment screen. On the right side of the screen you will see a drop down box that will allow you to select the agent to assign the lead. Once you have selected the agent, click “Assign Leads” at the bottom of the screen. 

3.        Viewing your leads – Go to “My Leads” by clicking the appropriate button on the left-hand tool bar. Displayed will be all leads that have been sent to you for the last 3 months. You can modify the time frame by adjusting the calendar at the left side of the screen. The numbers in the middle of the screen represent leads in categories OR leads in SPECIFIC STATUSES. The first number represents leads that are being shown PER the calendar date range. The number in parentheses “()” represents the total number of leads in that category or status regardless of date range. You can only access those leads for which the date range has been selected and NUMBER is UNDERLINED. 

4.        Accessing your leads – Click on any lead name to access the information. There are numerous tabs across the top. The four most important are: Client Detail, Product Detail, Business Partners, and Case Management.

a.        Client Detail – this screen contains basic contact and client information. Agent Activity at the right displays all activity that has occurred with this particular lead.

b.       Product Detail – this screen contains insurance specific information in addition to any saved quotes.

c.        Business Partners – this screen allows you to interact with our impaired risk specialist (Greg Hellmich), order paramed exams, and to access insurance carrier forms.

d.       Case Management – this screen is ONLY active when the lead status of “In Case Management” is indicated (see “Working your leads” below.) The tab is active when it’s green. The fields within the case management tab are to be used as you see fit. The only required field modification is the “Case Status” drop down box. 

5.        Working your leads – LeadBoss is status driven. When you are WITHIN THE LEAD, you adjust the Lead Status using the drop down box that is located in the box at the upper-right portion of the screen. There is a definition of when to use which status next to the drop down box. When a lead status of “In Case Management” is set, you can access this tab (upper-right) and set the appropriate Case Status. Once a lead is in Case Management, it is NOT necessary to use the Lead Status box at the upper right to set status again. You will use the Case Statuses from this point on.  

Whenever a call is made, you need to indicate this by clicking “Call Log” which is located in the Lead Status box at the upper-right portion of the screen. A Call Log Status may be set regardless if the lead is in Case Management or not; Call Log can be used in conjunction with Lead and Case Statuses. 

6.        Getting a quote – The large dark colored box at the upper-left of the screen WITHIN A LEAD is the quoter. You can choose to run quotes using the data that is contained in the lead or you may change the quoting parameters as necessary. NOTE: the quoter does NOT automatically adjust if the person is a smoker; this is a manual adjustment on your part. Once you have obtained a quote you may save it to email and/or print or you can simply save to Quote History. We recommend that if you email or print a quote for a client/prospect, you also save the quote to Quote History for future reference. 

7.        Finding your leads – To find a lead you may use the “Quick Search” which is present at all times on the left-hand side of the screen. If you need to perform a more detailed search (ex by age, area code, status, agent, etc.) you can use the “Search” area of LeadBoss by clicking the “Search” button on the left side of the screen. 

Special note on dud leads: If you come across a dud lead, please indicate this using the Lead Status of “No Sale”. Then choose the reason that best describes why the lead is a dud and include a note. If this dud is verified, you will receive credit for this lead.