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Step 5 - Leads

​GETTING STARTED WITH LEADS

  • Speak with your Manager before purchasing leads.

  • Do not purchase any lead types without reviewing them with your Manager.

​ACCESS TO LeadCENTER

  • LeadCENTER is the CRM/Software system used by Equis to manage lead distribution.

  • LeadCENTER is accessed from the Equis Dashboard, under the Leads menu on the left side navigation.

  • After you have completed your SureLC/Surancebay emails you need to Register for LeadCENTER to have access to LeadCENER.

  • ​If you have completed the emails and have not registered your Manager and you will be unable to purchase ANY leads and or receive any lead credit!

​ACCESS TO MAILCO ACCOUNT

  • All agents can register at any time with MailCo. You do not need to have completed contracting emails​​

  • ​​​​The agency name is "Equis" & Group name is "Theodore Group"

WHAT A LEAD LOOKS LIKE
IMG_20240907_115554.jpg
SAMPLE LEAD

© 2024 by The Theodore Group

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