Only Financial Group

LeadBoss FAQ's

How do I get to my unassigned leads?

You can get to your unassigned leads by clicking on the NUMBER which is next to “Unassigned Leads” in the gray box. This will take you to the “Unassigned Leads” tab WITHIN the Agency area of LeadBoss.

What is “Leads Received Today (Agency)”?

These are all those leads which your agency has been sent for the day. This includes those leads which gone to you.

What is “Leads Received Today”?

These are all those leads which YOU have received today.

What is “New Leads”?

These are all of YOUR leads which have a status of “New Lead”. Basically, these leads are new and have likely not been addressed.

What is “Reminders Due Today”?

These are all of YOUR reminders which are due for the day. These include those reminders which you have manually sent and those which have been set for you – Event Reminders.

What is the “Agency” area comprised of?

The “Agency” area within LeadBoss allows you to modify or control functions which occur at the Agency level (vs. the agent level). Some of these controls include: setting up new agents or modifying existing agent accounts, assigning and reassigning leads to agents, viewing reports at an agency level, setting up Event Emails for the agency, and modifying the “Agency Profile”.

What about the “My Agents” area; when do I access this?

You would access the “My Agents” area when you need to make any adjustments at the agent level or to view any reports at the agent level. In addition, you can view and setup Manual or LeadBoss Email Templates for specific agents in this area. Also, you can view all the leads your agents have and drill down into more specific lead info as necessary.

How do I access “My Leads”?

To access all leads that are assigned to YOU, simply click on the “My Leads” button the left side of the screen. Your agent’s leads are NOT located in this area; only your leads.

What if I want to do a detailed “Search”?

You can simply click on the “Search” button the left side to do a detailed search on ANY lead within the system. The search results will pull up ANY lead within LeadBoss for ANY agent.

What are “My Reminders”?

These are all those reminders that have been automatically set for you via Event Reminders or those that you have manually setup. You can view all of YOUR reminders by clicking on this button.

What is the “Get Quote” button?

This allows you to get a quote for an individual that has not yet been entered into LeadBoss. If it is determined this individual is indeed a prospect, you can then enter the lead by going to “My Leads” and clicking “Add Lead” at the far right side of the screen. IF THE PROSPECT is related to a lead already in the system, find this related lead first, click on the lead’s name, and in the “Client Detail” tab you’ll see a button at the far right that says “Add Spouse/Child”. Click this button to add this NEW lead.

What does the “Import” button do?

This will take you to the screen which will allow you to setup and save import formats within LeadBoss. Once this format is setup you can then import leads into LeadBoss. This is useful if you get leads from additional or other lead sources.

What about the “Forms” button; what is this?

This allows you to access most insurance carrier forms including carrier applications and supplemental forms. The first time you click on this button you will be asked for some user information including your name and email. Once you have entered this information AND have accepted the usage agreement, you will then have access to the carrier forms.

How do I do a quick search for a lead on this screen?

You can do a quick search using the first and/or last name and entering this name into the “Quick Search” fields on the lower left-hand side of the screen.

How do I logout of LeadBoss?

You can logout of LeadBoss by clicking on the “Logout” button at the upper-right side of the screen. The Logout button appears on all screens.

AGENCY

What is the “Agency” area comprised of?

Why am I always taken to the “Unassigned Leads” when I click on the “Agency” button?

It is important that before a lead is worked it is assigned. Therefore, the system will default you to this screen when you click on the “Agency” area of LeadBoss.

How do I NEW LEADS assign leads?

You assign NEW leads by simply clicking on the “Unassigned Leads” tab within the “Agency” area of LeadBoss or by clicking on the “Agency” button if you aren’t already within the “Agency” area. All your unassigned leads will be listed. You simply select the agent to which you would like to assign the lead or leads from the drop down box, scroll down to the bottom of the screen, and click “Assign Leads”. This will assign the leads to all the agents you have selected.

Can I assign multiple leads at once?

Yes. Simply select the specific individuals you would like to assign the leads to for ALL the leads within the “Unassigned Leads” tab and click “Save” at the bottom of the screen. LeadBoss will assign the leads to each specified agent.

What is the “Agency Leads” tab?

This tab allows you see, from a relatively general level, the number of leads that are being worked within the agency and which agents have these leads. You can click on the underlined numbers to view the specific leads. NOTE: anything which is underlined in LeadBoss can be clicked.

Within the “Agency Leads” tab, what are these categories of leads?

These categories encompass leads which have been set to specific statuses. For example, there are many statuses within the “In Progress” category. In addition, there are many statuses within the “Case Management” category. These categories include all the statuses within LeadBoss.

What is the “Date range selected” text toward the top of the screen?

This is indicating to the user for which dates to view the data. These dates can be modified by clicking on the “Begin” and “End” dates in the calendar on the left side of the screen. Once you have selected a date or dates, you then click the “Go” button to view this new date range parameter. NOTE: when the date range is modified, this date range will remain as long as you are logged into LeadBoss.

How do I reassign leads?

You can reassign leads by clicking on the “Reassign Leads” tab. This will allow you to reassign a lead that has already been assigned to an agent. You may do this if an agent has left the agency, if the lead needs special attention from a specific agent, if an agent is overwhelmed with leads, etc. Reassigning leads works the same way as assigning leads though you do have search parameters to allow you to find a specific lead or group of leads. Once you have found the lead or leads you would like to reassign, you simply select the NEW agent to which the lead should be assigned from the drop down box and click “Assign Leads”.

How do I view reports for the agency?

You need to click on the tab “Agency Reports”.

What does the call history report show?

This report will indicate how many calls specific agents have made for a given time period. The system knows how to record a call due to the “Call Log” within a lead profile. The Call Log is set by the agent each time a call is made.

How do I see which Event Emails are going to be sent out?

You can view those Event Emails which are going to be sent to agency’s leads or clients by clicking on the “Displays all the queued event emails for a given time period” report. This report will show you all those Event Emails which have not yet been sent to the lead or client. This report will list all those emails which are queued for ALL agents.

Can I see Event Emails that have already been sent?

You can view all those Event Emails that have been sent by clicking on “Displays all the queued event emails that have already been emailed”.

Can I see why sales are not being made?

You can see why your agents are not making sales by clicking on the report “Breaks down the reasons why sales were not made”.

Can I setup rules so that LeadBoss will assign or distribute leads for me?

Yes. Within the “Distribution Rules” tab of LeadBoss, you can setup rules that will tell LeadBoss how to distribute leads to your agents. If you have questions on how to setup Distribution Rules, please contact your Service Representative.

I’ve heard that LeadBoss has something called “Event Emails”. What are these?

Event Emails are emails which you have developed and are sent out based on rules that you have setup. Event Emails are “status driven” meaning they are activated or sent when particular statuses are set by the user. Event Emails occur at the agency level meaning that once they are setup, they may be used by ALL agents within the agency.

How do I setup Event Emails?

There are several steps to setting up and using Event Emails. These steps are:

Can I modify my templates and rules?

Check to determine if you have the necessary template. If you need to setup a template, click on “My Templates List”
If you do not have the necessary template within “My Templates List”, you will need to click on “Create an Email Template”
Once you have determined that you have the necessary template, you can click on “Add Email Rule”.

Yes, you can modify both. You simply need to click on the particular template you would like to modify when on the event emails tab. If the template is not present, click on the “My Templates List” to find the template. To modify a rule, simply click on “Modify Rule”.

What are “Event Reminders”?

Event Reminders operate in a similar fashion as Event Emails in that these reminders are status driven. You have full control over the reminders, when they occur, with which status they occur, and if they reoccur or not. Because the reminders are NOT being sent to your leads or clients as the Event Emails are, you do not need to be as careful with the formatting or content of the reminders (templates).

What am I looking at when I click the “Event Emails” tab?

These are the rules and emails associated with these rules that you currently have setup. You may have numerous templates which are not being used that are not present. If a template is not associated with a rule, it will not appear on this screen. To view ALL your templates you need to click on the “My Templates List”. In addition to the Event Email rules, you will also see any Event Reminder rules that you have setup. These appear toward the bottom of the screen. As with the Event Email rules, if you do not have any reminder rules setup, they will not appear on this screen.

How do I create an email template?

You create an email template by clicking on the “Create Email Template” button. This will take you to the “Event Email Creation” page. On this page you need to select the type of template you would like to create: Event Email, Event Reminder, or LeadBoss Email Template. NOTE: The LeadBoss Email Templates are those templates that you manually send to clients – these are NOT Event Emails. Once you have decided which type of template you would like to create, you then need to name the template. It is important to be very clear when naming the template by including what status the template should apply to and some indication as to what is contained in the email or reminder. You now enter the text for the email or reminder. If you are adding text for an email, you should be more careful as to the content of the text. The 4^th step in the process is to add the text. You simply type in the text as you would a regular email or reminder. If you would like to add field lists so that the emails or reminders are customized for that particular lead, you simply need to select the particular field that should be added to the email or reminder. You can choose to add fields that pull from the lead’s information or from the agent’s information. If an Event Email Template is setup with the first name field in place, this will prompt LeadBoss to “pull” this particular field or information from the lead thus customizing the email. Once you have created the email template, you can click the “Preview Email Message” to determine how the template will look when sent. NOTE: when entering text for an EVENT EMAIL or LEADBOSS EMAIL, DO NOT enter a signature. The reason for this is LeadBoss will enter this information automatically based on which agent the lead is assigned to. You will want to enter a salutation (ex. “Sincerely,”) followed by a carriage return (space).

How do I create an email/reminder rule?

You can either create an email or reminder rule from scratch or you can modify an existing rule. If you would like to create one from scratch simply click on either “Add Email Rule” or “Add Reminder Rule” based on what you want to do. Within the Email Rule area, the system will ask which status you would like to associate this email to. All statuses (Call Log, Lead Statuses, and Case Statuses) are listed. You then need to select the EVENT EMAIL TEMPLATE you would like to use. After you have selected the template, you’ll need to select when the email should be sent. If you indicate a “0” this tells the system to send the email immediately. If you indicate a “1” it will be sent in 1 day, a “2” in two days, a “365” in a year, etc. NOTE: if you have an email rule set and change the status before the email is sent, LeadBoss will delete all the queued or emails that were going to be sent (ex. You have a rule set so that an email goes out in 10 days yet you change the status on day 9. The email that was set to go out on day 10 will NOT go out.) Once you have decided when the email is to be sent you MAY also want to select a signature. NOTE: it is rare that you will select a signature here. The reason for this is LeadBoss will automatically attach a signature to the email based on which agent is working the lead. By selecting a signature you are telling LeadBoss to ignore the agent who is associated with the lead and attach the signature that you select. The last step is to select enter the email subject. NOTE: the client/lead will see the email “subject” so be careful of it’s content.

Setting rules for Reminders is very similar though you do not have a signature (since it is not an email) and you have a “reoccurrence” feature. The reoccurrence allows you to setup a reminder that will reoccur until the status is changed. Thus, you may have the reminder set to occur 3 days after the status is set and then reoccur every 2 days thereafter.

If I delete an event or reminder rule, does this delete the template?

No. The template still exists in the “Template List” and you can still attach a rule to this template.

Can I use a template multiple times?

You can use a template multiple times. However, if you setup an Event Email Template, this template may only be used in Event Emailing – you cannot use the same template for manual emailing (unless you save a separate template as a “LeadBoss Email Template”).

Where do I go to modify my agency’s information?

You can modify your agency’s information by going to the “Agency Profile” tab. Please be sure that your agency information is up to date since LeadBoss may use some of this data for various purposes (Event Emailing, etc.)

MY AGENTS

What is the “My Agent” area of LeadBoss for? It seems like these features should be in “Agency”.

We have split those functions that are performed at an agency level with those that are performed at an agent level. The agent level allows the admin user to view more detail in regards to where an agent’s leads are in the process.

What is “Agent Leads”?

Agent Leads allows you to see all those leads which are ASSIGNED to your agents. You can select which agent you would like to view leads for and also view these leads based on date parameters by modifying the calendar on the left side of the screen. The system will indicate which agent you are viewing and what date range has been selected. The system always defaults to three months in the past for the calendar date range.

What are these categories of “All Leads”, “New Leads”, “In Progress”, and “In Case Management”?

These are just that, categories. They encapsulate numerous statuses. If you would like to see the individual statuses you simply need to click on the “Detail View” and “Case Status View” to view which leads are in which particular status. The numbers which are listed next to the status or category represents the number of leads being shown per the date range (underlined) and ALL leads which are in the system regardless of date range (in parenthesis “()”).

What are the “Agent Reports”? Don’t I see these in the “Agency” are of LeadBoss?

“Agent Reports” are the same reports that you can access via “Agency”. They have been included in the “My Agents” area because reports show activity at an agent level in addition to activity at an agency level.

What are “My Templates”? These look familiar.

“My Templates” is an area within LeadBoss that allows you AND your agents to access their templates. It should be pointed out that agents can access their LeadBoss Email Templates but cannot access and thus modify the agency’s Event Email Templates or Reminders.

How do I create an email template?

What passwords are stored in “Agent Passwords”?

Any current business relationships we have with partners which allow you to access these partners via LeadBoss AND which require a password will be located here. You simply store your username and password for these other Web sites or services in this area. The admin user can access all agent accounts while agents can only access their own accounts.

What is the “Agent Profile” tab?

The Agent Profile area allows the user to modify their agent information or, for admin users, allows them to access all their agents. In addition, the admin user can add agents and modify their information as necessary. When adding agents, the Admin user simply needs to begin entering the necessary information (name, phone, etc.). Once all the necessary information is added, the Admin user can simply click “Save” to add this agent to the system. NOTE: a signature should be setup for each user. When setting up a signature you simply need to check off the necessary boxes with the info that should be included in the signature. These signatures are included in the Event Emails and also in the LeadBoss Emails. NOTE: you can choose to deactivate an agent as necessary. If an agent is deactivated, they may NOT appear in various lists and reports.

MY LEADS

What is “My Leads”?

My Leads allows you to see all those leads which are ASSIGNED to you. You can view these leads based on date parameters by modifying the calendar on the left side of the screen. The system will indicate which date range has been selected. The system always defaults to three months in the past for the calendar date range.

What are these categories of “All Leads”, “New Leads”, “In Progress”, and “In Case Management”?

Do I “Add Lead” on this page?

You should only add leads which are NOT a spouse or dependent of a lead that is already in LeadBoss. The reason for this is you add spouses and other dependents WITHIN a specific lead. This ensures the system links these leads so there is less chance of “losing” a spouse or dependent lead.

When I click on the underlined number, what am I looking at below?

This listing will give you some detail about the lead including the number of calls you have made to the lead, the last time you have called, when the lead was received, the current Lead Status, the work phone, if there are any reminders due, and other data.

How do I access the full lead’s details?

You can access the lead details by clicking on the lead name anywhere within LeadBoss in which the lead name is underlined.

There is a lot of data on the “Client Detail” tab, what is all this?

The Client Detail tab lists all the client’s contact information. In addition, all the notes and activity that are associated with a lead are located here for easy viewing. NOTE: make sure to check the name, address, phone number, and email when you contact the lead. If you need to modify any data on this screen, simply modify this and click save.

What is the “Lead Summary”?

The Lead Summary lists any activity that has occurred with the lead in regards to: status changes, call logs entered, general notes entered, case status notes entered, and any reminders that are set. If the summary is not completely viewable, you can either click on the icon or simply roll over the icon to view an entire note or description. You can filter the activity that you would like to view by select this activity from the drop down box.

How do I add a spouse, child, or other dependent?

You can do this on the “Client Detail” tab by simply clicking the “Add Spouse/Child”. When you click this link you will be taken to a page in which you can enter specific lead information. Any common information such as phone and address will transfer over. If this “common” information needs to be modified, you can simply enter the correct data and click “Save”. Once a spouse is added a link will be present on the main lead linking the newly added lead. In addition, there will be a link within the newly added lead providing you a way to access the initial lead as necessary.

How do I print a lead?

You can print an individual lead via the Client Detail tab. You simply click the printer icon at the upper-right side of the screen. The screen will be reformatted in a printer friendly format. Once the screen is reformatted simply click print on your browser bar. NOTE: when the screen is reformatted you are STILL IN LEADBOSS. Therefore, do NOT “X” out of this screen or you will “X” out of LeadBoss.

Does LeadBoss have a quoter? How does the quoter work?

Yes, LeadBoss does have a quoter. The quoter is located within a lead and is in the large blue box toward the upper-left side of the screen. You can choose to run either a Quick Quote or a Detailed Quote. The rate classes are not selected for you when you run a Quick Quote so you will need to select the appropriate rate class. When you select a Detailed Quote, the system will determine the rate class based on your answers various questions. NOTE: the system will NOT automatically (Detailed Quote) choose table ratings. Once you have run a quote you can choose to “Save for Email” or “Save to Quote History”. If you select Save for Email and click “Email Quotes” at the bottom of the quote screen, the system will take you to the area in which you email quotes. If you simply want to save the quotes to email later, you would click the “Save” button. As long as you are logged into LeadBoss, you will be able to access these saved quotes for emailing via a button on the “Product Detail” tab. The button is called “Email Quote”. If you simply want to save a quote to Quote History, check the appropriate box and click “Save”. These quotes will be saved to your Quote History. You can choose to save quotes and also email quotes. If you select both the save and email check boxes for various quotes and click “Email Quotes” the system will take you to the emailing page and will save the appropriate quotes to your Quote History.

What is the “Product Detail” tab for?

This tab will list all the product specific information. Any information that was collect on our Web site will be present here. NOTE: not all fields will be filled out. Also, if you are receiving application request leads, the carrier specific information will be in the Initial Request area at the upper-right side of the screen. Any of those quotes which you have saved (see the FAQ “How does the quoter work”) will appear in the Quote History area.

How do I set “Lead Status”?

You set Lead Status by selecting the appropriate status in the drop down box at the upper-right side of the screen. The Lead Status box and the quoter appear on every tab within the lead’s information. When you indicate a new Lead Status, the system will prompt you, via a popup, if you would like to enter a new working premium, if you would like to add a note, and if you would like to add a reminder. You can choose to add all these, none, or some. They are not required.

How do I know which Lead Status to set?

Next to the Lead Status drop down box there is a book with a question mark on it. Simply click this question mark and a popup with definitions will appear.

What does the Call Log button do within the Lead Status box?

LeadBoss uses the Call Log to track the number of calls made. When the Call Log button is clicked a popup will appear and ask which Call Log status you would lke to set. If you have an event email associated with a Call Log status, a button will appear allowing you to view this email before it is sent. If you do not want the event email to be sent, simply click “No” and then save. You are not required to enter a note when a Call Log is set.

I have heard about Case Statuses, where are those located?

Case Statuses are located in the Case Management tab. You cannot access this tab until the LEAD STATUS of In Case Management is saved. When this status is saved the In Case Management tab will turn green meaning it can then be accessed. NOTE: if you set a different Lead Status other than In Case Management, the Case Management tab will turn black again and will not be accessible.

How do I set a note?

You can set a note by clicking on the “Note” button within the Lead Status box or by clicking into the note field and entering a note within the popup that occurs when a Lead Status is set.

How do I add a reminder?

You can set a reminder by clicking on the “Reminder” button within the Lead Status box or by clicking into the reminder field and entering a note within the popup that occurs when a Lead Status is set. When you set a reminder you’ll need to indicate a priority. Generally a priority of “Low” simply means a task needs to get done. A priority of “Medium” infers something needs to occur on a particular day. A priority of “High” means you have a DATE AND TIME to do something – an appointment. You will need to set a Reminder Date and Time and an Event Date and Time. The reason there is separation between these two is that you may have a phone call on a Friday (Event) but want to be reminded on a Thursday (reminder) for example. A description is required but “Comments” are not. NOTE: Comments are reminder specific and you should not put any notes within the Comments field that cannot be deleted since you will eventually delete all your reminders.

What is the “Activity Detail” tab?

The Activity Detail tab lists all activity that has occurred with the lead. You can apply the filter to determine what you would like to view. This information is similar to that information shown on the “Client Detail” tab though the information is complete vs. being truncated (in many cases).

What is the “Reminders” tab?

This tab allows you to see all those reminders that are set for THIS PARTICULAR lead. You can view more details or edit the reminder by clicking “Edit/View”. A reminder can be deleted by checking the “Complete” box and clicking the “Update” button at the bottom of the screen.

What is the “Business Partners” tab?

The Business Partners tab is an access point for various services within LeadBoss including – our impaired risk specialist (Greg Hellmich), the ability to order parameds and check status once ordered, the ability to access most insurance carrier forms and applications, and the ability to access MyAgency.

When I click the “Forms” button, I get a popup asking for information. Do I need to fill this out?

Yes. You should only be required to fill out this information one time though it is not uncommon for this to occur more than once. After this information has been entered and after you have agreed to the “Terms of Use” you will then be able to access the forms.

There is a “Get Forms” link on the left tool bar. Is this the same as the forms link within the lead (Business Partners)?

Yes, this link will take you to the same Web page (service).

Can I preset exams?

Yes you can preset exams. However, you must give the exam company at least 5 days notice. NOTE - when presetting exams please:

1) use the “Note” field,

2) give AT LEAST a 5 day notice,

3) and ensure the format is as follows: Pre-Set = 09/16/04 at 9:30 am.

The location in which the exam will be performed is the address which is contained in the Lead Detail tab.

Can I order an exam for a company that is not in the carrier drop down?

No. We only support the online ordering of medical exams for those carriers that are listed in the drop down list.

What is the “Policy Information” tab for?

This tab is to be used generally after a policy has been placed. It is typically used as a reference.

Why is there a Case Management tab?

There is a separate area for Case Management because it is important to be sure this is completely correctly. By separating it from the other statuses (Lead Status) we signify this importance. In addition, if you have case managers that are working leads once the lead is in Case Management, it simplifies the work flow for them since they then only need to access the Case Management tab to make updates. Agents, of course, can still access the Case Management tab if necessary though it is important to NOTE that if the lead status is changed from In Case Management to ANY OTHER STATUS, the Case Management tab will turn black and will not be accessible.

What functions are there on the Case Management tab?

The Case Management tab is the area in which the agent or case manager tracks all notes and general occurrences with a lead while that lead is in case management. A lead should be sent to In Case Management when an application has been returned OR a paramed has been completed. Case Management implies that the case is being reviewed by underwriters. In addition to general notes, you can also set Case Status within the Case Management tab. NOTE: when you set a case status this does not prompt the popup box asking for annual premium, a note, and a reminder. Also, you may have Event Emails associated with particular Case Statuses. Therefore, please be aware of those Case Statuses that have been set since event emails may be sent to the lead.

I noticed that when I set a Case Status of “Outstanding Requirements” the Case Management tab turns red. Why is this?

This tab turns red to indicate to the agent that there are outstanding requirements that need to be completed.

When I set the Case Status of “Policy Placed - In Force” LeadBoss ask me if I want to send an email to the agent. Why does it do this?

When a Case Status of “Policy Placed In Force” is set the system will do 3 things:

1) It will ask if you would like to notify the agent that the policy has been placed and the lead is now a “Client”. Of course this is more useful if there are case managers within your organization accessing the Case Management tab since an agent would likely not need to send this email him or herself.

2) LeadBoss will force the Lead Status of “Client”.

3) LeadBoss will remove the lead from the Case Management tab thereby deactivating this tab.

SEARCH

Why is there a “Search” button on the left side of the screen when you already have a “Quick Search” just below it?

The Search are of LeadBoss allows you to do very detailed searches based on multiple parameters. The Quick Search only allows you to search by name – whole or partial.

What are the check boxes on the right side of the Search Results screen?

These check boxes allow you to add various leads to your “Basket”. Once leads are added to your basket you can do various things with these leads. You can choose to email, export, or print these leads.

Can I print multiple leads at once?

Yes. After you have performed a search and have selected the various leads that you would like to print and have added them to your basket, you can then select “Print” and “Go” at the bottom of the Search Results screen. The system will then provide a popup that asks if you would like to print any LeadBoss Email Templates you have setup or if you would like to print “Lead Detail”. Select “Lead Detail” and click “Go”. This will reformat the screen. NOTE: there are page breaks between the leads. Also, you are still WITHIN LeadBoss; the print screen is NOT a popup. Therefore, if you “X” out of the screen you will be closing LeadBoss.

Can I print letters via LeadBoss?

Yes. After you have performed a search and have selected the various leads that you would like to print a letter for and have added them to your basket, you can then select “Print” and “Go” at the bottom of the Search Results screen. The system will then provide a popup that provides you with your LeadBoss Email Templates you have setup and it allows you to select “Lead Detail”. Select the particular LeadBoss Email Template that you would like to print and click “Go”. The screen will be reformatted and you will see the letters for the specific leads you have selected listed in the screen. To print these letters simply click “Print” on your browser bar. NOTE: there are page breaks between the letters. Also, you are still WITHIN LeadBoss; the print screen is NOT a popup. Therefore, if you “X” out of the screen you will be closing LeadBoss.

Can I email multiple leads at once?

Yes. Once you have obtained search results, you can check off the boxes at the right indicating the leads you would like to email. Once you have checked off the boxes you will need to “Add to Basket”. After they have been added to your basket, scroll to the bottom of the screen and you will notice the button “Process Basket”. Select “Email” and click “Go”. This will take you to the emailing screen within LeadBoss. This emailing screen is the same throughout LeadBoss so that no matter where you are in LeadBoss if you click on an email you will be taken to this screen. Once you are in the emailing screen you can choose if you would like to use any of your LeadBoss Email Templates to email to this group of leads. If you select a template, it will appear in the text box. LeadBoss will also allow you to include the signature you have setup. If you check off this box, you should NOT enter a signature in the text box. All those emails which were selected (leads) will be listed. Each lead cannot see the others email address. LeadBoss will always BCC you in on all manual emails sent unless you deselect the check box. The “Subject” line is seen by the client so be sure the text is appropriate. You can then type your email or, if you have chosen a template, modify the email and send as necessary.

MY REMINDERS

What are “My Reminders”?

These are all YOUR reminders. Your agent’s reminders are not located on this screen (admin users only). You can search for specific reminders based on the parameters given. NOTE: the system always defaults to those reminders that are “Due Today”. Thus, if you need to view those that are due tomorrow, you’ll need to adjust the “Quick Search”. Also, the calendar, because it is present on the left-hand side, WILL EFFECT your search for reminders.

GET QUOTE

IMPORT

Can I import my own leads into LeadBoss without having to enter them individually?

Yes. You can import multiple leads at once by simply going to the Import area of LeadBoss. This will allow you to define and save upload formats and ultimately upload those leads you have received outside of LeadBoss. NOTE: there is a limit as to the number of leads which can be uploaded to LeadBoss. Also, we reserve the right to charge $1 per lead uploaded to LeadBoss.

GET FORMS

What about the “Forms” button; what is this?

GENERAL:

Special Note on Pop-up Blockers

I’m not getting my pop-ups in LeadBoss. What’s wrong?

There are two things that could be occurring:

You have a popup blocker on
You are behind a firewall.

Generally blocking of pop-ups is due to the first reason – you have a pop-up blocker activated on your machine. Therefore, in order to use LeadBoss properly, you need to disable your popup blockers (see below). This should allow you to view all popup boxes within LeadBoss.

If you have disabled your pop-up blocker and still cannot get pop-ups or access specific pages within LeadBoss (“Page cannot be displayed..”) you may be behind a firewall. If you determine you are behind a firewall, you will have to circumvent the firewall by placing your machine outside this firewall or by programming the firewall to allow for pop-ups or access to www.leadboss.com in general.

The most critical popup boxes include those that occur when a Lead Status is changed (change annual premium, set a reminder, and indicate a note), when you set a Call Log, and when reminders occur.

How do I turn off my popup blocker?

There are numerous popup blockers so it is difficult to give instructions on how to turn off everyone available. However, most virus protection programs (McAfee, Norton, and others) come with popup blockers. If you have a virus protection program, you MAY be able to disable the popup blocker by right clicking on the icon in the lower-right tool bar, selecting “Properties” and then clicking or selecting “Turn off Popup Blocker”, “Allow Pop-ups”, “Allow pop-ups from this site”, etc

You will also want to make sure that if you have a pop-up blocker that you “allow for scripting”. This will be in the “Properties” section of the virus protection or pop-up blocker software. You generally RIGHT click on the icon to access a program’s “Properties”.

If you have Windows XP or Windows XP Professional and have downloaded the “Service Pack 2”, this will install a popup blocker that will allow you to easily control what pop-ups you want and which you don’t. If you have Windows XP or Windows XP Professional AND the Service Pack 2 downloaded, you will see “Pop-up blocked. To see this pop-up or additional options, click here…” This will allow you to fully control which pop-ups you want to see and which you do not.

NOTE: We HIGHLY RECOMMEND downloading the Service Pack 2 if you have Windows XP or Windows XP Professional to allow for and control LeadBoss pop-ups.