How to respond to consultation leads

1. When there’s a consultation request, the agent that meets the requirement will receive an email regarding the lead.  

consultation lead alert email

2. If you’re interested in the lead, click the “I’m Interested” button.

i'm interested

3. You will receive the insurance buyer’s details if you’re the first to click the button.

lead details

4. Lastly, get in touch with the insurance buyer through their preferred channel.

 We hope this article has been helpful. For further queries and assistance, check out our other resources to get answers.

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