How it Works

  1. A consumer is online looking to rollover a IRA, 401k, or has a lump sum of money to invest.
  2. The consumer responds with his or her information.
  3. That information is generated into a real-time lead.
  4. Our CRM system sends the lead real-time to our Agents within seconds.
  5. The Agent calls the consumer about his/her inquiry about the annuity that is the best suited for them.
  6. The Agent answers any concerns or questions of the consumer.
  7. The Agent then asks the best way to deliver the booklet, by hand or electronically.
  8. The Agent then asks for the appoinment.
  9. The Agent writes an annuity for the consumer based on the wants and needs.
  10. Deliver the contract.
  11. Follow up with any Questions.
  12. Ask for referrals.
Our lead is an organically obtained lead.  Meaning, our leads are actual people who have looked for annuity information online.  These are not people filling out questionnaires or entering contests.  They are actual customers clicking on areas looking for the annuity that meets there goals online.  Secondly, the leads are exclusive, real-time leads.  Work Smart Leads sells all leads only once, guaranteed.  It also is a real-time lead, meaning the lead will hit your system fast!