May 27, 2003  

From The Desk Of
Brad Howard

What We KNOW

We know that at any particular point in history either political party in America has effectively led our nation while the party not in power spends more time looking for the failings of that leader than ways to work together. We also know that any check written on the behalf of a teenager that’s reasonable in size will be followed within 48 hours by another check that is not.  

Interested in this article? Click Here to Read the Full Version....



Lead Management Headaches?

Looking for an online lead distribution, management and tracking system? Look no further.

Check out LeadBoss, OFG's Lead Management System


Impaired Risk?

Has your client been Declined, Postponed, Rated or Refused?


Contact Us

Only Financial Group
Bellevue, Washington
1-866-INS-ONLY

For Questions By Email:


Brokerage Comps and Contracts

Purchase Leads

Admin and Status


LeadBoss Q&A

Q: I have activated Event Based Emailing and Reminders. Why do I see the following:

"It has been 1 week since your last follow up with PI (proposed insured)- please contact PI today to see if they are interested in pursuing their life insurance needs today"

A: This is how LeadBoss reminds you about a specific contact. This will appear in the body of the reminder and much of it will also appear in the subject (the subject has a character limit which may prevent all the text from being shown). Remember, this is an automatic reminder and thus you have not set this, LeadBoss has when you changed the lead's status. For some statuses, there could be several reminders associated with a particular status. You can AND SHOULD continue to set the manual reminders (when a new status is set).



Event Email Now Available

We are entering an exciting time here at OFG. Not only have we moved offices within the last couple months due to growth, but we have been steadily developing technology to make it easier for you to make sales.

As many of you know LeadBoss has been central to technology development at OFG over the past year. We released our first version of LeadBoss last April...

Interested in this article?

Click Here to Read the Full Version....


Please Join Us For Our Biweekly Teleconference's

iShare

 A monthly teleconference of the nations top producers in the Direct Response Market.

Next Teleconference

Wednesday, May 28th
at 1:00 PST

iForum

"Engineered To Make You Money"

A monthly teleconference of vendors, carriers and the nations top producers in the Direct Response Market

Next Teleconference

Wednesday, June 11th
at 1:00 PST

Open to all Only Financial Group vendors and agents.

For those wishing to sit in, contact Brad from OFG at:

 
reminder emails will be sent with access number


To Learn More About Our Services, Please Visit Our Websites:

Insurance Only
Leads Only
Only Financial Group
Special Risk Only
Opportunity Only

 

 

 

 

 

 

Fully Automated Backroom Assistance now? Free?

Available now. Do your First Colony Applications online. The new Bisys backroom support program called, "Life Solutions" is available now only for OFG agents.

Click here to view the .PDF file with more information.

Note: This file is large, almost 2MB. If you prefer to download this .PDF rather than view it now, right click on the link above and select 'Save Target As'.



OFG Press Releases

Take a moment to read through our press releases, and to learn more about our exciting services and products which will increase your bottom line!

Press Release Archive


One Step Impaired Risk Quoting!

We've added additional features under the "Brokerage" tab at onlyfinancialgroup.com.

These new links give greater ease when quoting impaired risk cases.

After selecting "Impaired Risk Questionnaires" you will be prompted to supply details of your prospects health condition.

Interested in this article?

Click Here to Read the Full Version....

 


Archived Ezines

Missed an Issue?

No Problem!  All previous issues of our Ezines are available online.

Click Here to View Archives