July 14, 2003  

From The Desk Of
Laura Roeder

“Hey!” “Watch your back!…”

How many times have you heard that in some shoot ‘em up movie of the week on TV? Well, it actually applies to you and the sensitive information that you have as an insurance business owner on your computer and network.

Here’s a question for you -who’s your “IT guy” (or gal)? It might be the neighbor down the street you heard about or this guy one of your buddies knows, one of your business partner’s technical “gurus”, or…. it may be you. The thing you and your technical guy need to take action on now (if you haven’t already) is the protection of your business data and thereby, your entire business. The question is: Who checks up on your tech?

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LeadBoss Q&A

Why can't I save a status?

LeadBoss will only allow you to save a status if specific information in the lead is correct or present. LeadBoss will present you with an error in red
indicating required fields.

For example, the lead must contain an accurate email address with no spaces within or after the address. To ensure there are no spaces visually inspect the address before saving the new status. If you try to save and get an error or the status does not save, put your cursor just AFTER the last character of the email address (the "m" in .com or "t" in .net for example). Then hold down the "delete" key on your keyboard for 10-20 seconds.

If there are any spaces after the email address, this will delete those spaces. Then simply save your new status.

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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?

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Try our
"Do CALL list"

The article below ran recently in all major publications. We’ve all heard about “Do NOT call lists” but have you heard about the “DO CALL lists”?

370,000 SIGN UP FOR ANTI-TELEMARKETING LIST

By Andy Sullivan WASHINGTON (Reuters) - One thousand people per second signed up Friday to get on a free "do not call" list that will prevent telemarketers from bothering them at home, swamping telephone lines and a Web site set up to handle demand. Eager Americans rushed to place their home phone numbers on the Federal Trade Commission's list shortly after President Bush (news - web sites) launched the measure in a White House ceremony

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

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at 1:00 PST

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Wednesday, July 30th
at 1:00 PST

Open to all Only Financial Group vendors and agents.

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Archived Ezines

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The Summer Sizzles…

Ladies and Gentlemen, we’ve been working to make Only Financial Group the best thing that ever happened to you! Specializing in the direct response insurance business, we’ve put together a suite of services including Leads, Compensation, Technology Integrations and Selling Tools to make you money!

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Somebody Pinch Me!

Imagine waking up in the morning and jumping out of bed ready to go to work. I do now. ANY agent who has struggled to provide great service, but didn’t have all the tools in one place, or any captive agent with limited products to offer, wanting to transition into their own independent business should consider Only Financial Group.

Are you guys for real?

Leads requesting an application! I Open Lead Boss©.....


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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?

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Sales Corner

Buying life insurance on the Internet with a follow-up telephone call and a paramedic picking up the application is a relatively new paradigm. As a result most people don't know what to expect.

It is very important that you explain the process to the client over and over again during the sales interview. In this method of selling, the sales person’s job is to make sure that the prospect understands exactly what will happen after they hang up the telephone and to get their commitment to follow through.

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