lead program overview final expense life insurance lead ... resources... · final expense life...

Lead Program Overview

Final Expense life insurance lead mailers are distributed based on the

Producer’s sales objectives, working with the Monumental Lead Team

Program details

Monumental’s company sponsored & supported direct mail program with discounted

Final Expense Leads for only $275 per 1,000!

A lead card designed for the Final Expense market which:

o Explains how the government will not cover all funeral expenses.

o Includes the word “Insurance”.

o Does not include an offer of free gifts or booklets.

Number of mailers can vary to meet the income objective of the producer.

Agent or General Agency pay for the mailers with their credit card, so there is NO

commission reduction.

Minimum net annualized placed premium (NAPP) for agents must exceed $100 of NAPP

per lead card returned.

Assistance in setting up your demographic footprint:

o Create territories by zip, county, or city.

o Select the age, sex, and income for your targeted market.

o Choose mailing dates to fit your schedule.

Lead card responses are posted to the website daily – so they are fresh!

Immediate access to returned response cards via website.

Lead card PDF's available online so you work current leads anytime night or day.

Leads remain on the website for 45 days.

Marketing Support:

o For Pending Business.

o Providing rate quotes.

o Training and navigating on the website. ML100 3/10

Josephine N Montoya205 E Van Buren StRoswell, NM 88203-5626

06142010LN3591%200812822550124%00000N9768%SW%F%084%0

Dear Josephine N Montoya,

We are pleased to announce a Senior Final Expense Insurance Program to help paywhat the goverment does not pay for your funeral expense. At present thegovernment pays $255. This Senior Program may pay 100% of all final expensesup to $25,000 for each person covered.

To see if you qualify, return this postage paid card, you will not be charged for thisinformation!

This is a "FREE" service to you.

Name: ______________________________

Date of Birth: _______/________/________

Phone: (______) ______________________

Spouse's Name: ______________________

Date of Birth: _______/________/________

SENIOR INFORMATION UPDATE

ML004 6/10 Final expense life insurance not affiliated with or endorsed by the Social Security Administration

Life Insurance Underwritten byMonumental Life Insurance Company,

Home Office - Cedar Rapids, IA

0000001

Barbara B Wilson9701 S 5th AveInglewood, CA 90305-3203

06142010LN3600%200812904797294%J002504%PR%F%068%2

Dear Barbara B Wilson,




Name: ______________________________

Date of Birth: _______/________/________

Phone: (______) ______________________

Spouse's Name: ______________________

Date of Birth: _______/________/________





0002256

Anita Alvarez1311 S H StBakersfield, CA 93304-4511

06142010LN3544%201001906860712%0000SR1668%WS%F%054%0

Dear Anita Alvarez,




Name: ______________________________

Date of Birth: _______/________/________

Phone: (______) ______________________

Spouse's Name: ______________________

Date of Birth: _______/________/________





0004511

Name:____________________________Address:__________________________City/St/Zip: ________________________ ML004 6/10

NO POSTAGENECESSARYIF MAILED

IN THEUNITED STATES

FINAL EXPENSE INSURANCE PROGRAM



IN THEUNITED STATES




IN THEUNITED STATES


AGENT INFORMATIONAgent Name:____________________________ National IMO: __________________________Agent #: _________________________ Email: _______________________________________Business Name (if applicable): _____________________________________________________Address: _______________________________________________________________________City/State/Zip: __________________________________________________________________Phone #: _______________________ Fax #: ___________________ Cell # _________________

ORDER INFORMATION (ORDERS ARE MAILED ON THE THURSDAY OF THE WEEK REQUESTED):

Requested Mail Date (week of)Quantity Requested

STATE: _______________________________

ZIP CODES REQUESTED (ALL ORDERS ARE PLACED BY ZIP CODE) (NO PO BOXES):

DEMOGRAPHICS: Age Range 45-85 (55-80 recommended) Gender: M, F, Both

Income Range (select Minimum & Maximum by placing a check mark next to the Minimum & Maximum)Minimum Maximum

$0 $25,000$25,000 $35,000$35,000 $50,000$50,000 $75,000

Lead territories are assigned on a first come, first served basis and no territories are guaranteed. The completed Credit Card Authorization is required before lead order is placed. IMO approval is required prior to submitting lead orders. If you require assistance, please contact your National IMO.

I hereby authorize Monumental Life Insurance Company to order lead mailers on my behalf.

Agent Signature________________________________________ Date _________________

Approved by National IMO ______________________________ Date _________________

Program Participation Approval: __________________________ Date: ________________ ML102 3/10

Send Completed Lead Order Form To Your National IMO

LEAD ORDER FORM

Credit Card Authorization

Card Type:

o Visa o MasterCard o Discover

Name: __________________________________________________________________

Credit Card Number: ______________________________________________________

Expiration Date: _____________/_____________/_______________________________

o I hereby authorize Monumental Life to withdraw a one-time amount of $______________ from the account to purchase mailer orders.

o I hereby authorize Monumental Life to maintain my payment information on file for future orders.

Signature: _______________________________________________________________ Date: __________________________________________________________________

For Office Use Only (Monumental Life Treasury Department):

Name: ____________________________________________________________

Monlife Number: _________________________________________________________

Purpose: Monumental Life Solutions Leads Program Account: 8262800 Cost Center: ML Seniors – 36713000

Fax completed Credit Card Authorization directly to Monumental Life at (410) 209-5940

ML102 3/10

ML104 3/10

LEAD ORDER PROCESS

In order to provide the best service to your agents, we have developed a simple lead ordering process to facilitate the large number of orders that are being requested. Below are the following steps in our process that allows us all to better serve the agents that are partnering with us on this incredible opportunity. • Monumental Solutions lead order:

o Agent expresses interest in the Monumental Solutions Lead Program by notifying their National Independent Marketing Organization (IMO).

o If not appointed, first step is to get producer appointed with Monumental Life. o National IMO provides Program Overview and Solutions Lead Packet to agent. o Agent completes Agent Information – Lead Order form and returns to their National IMO. o Using the lead program web site, National IMO will make a preliminary confirmation that

there are a sufficient number of people in the selected area to meet the agent’s production goals. Monumental Lead Program Liaison provides information to access web site.

o National IMO sends order form to their National Program Coordinator (NPC). o Agent completes Credit Card Authorization form and faxes it directly to Monumental. o NPC reviews and forwards order to Monumental Life.

• Orders may be placed for a cycle of up to 90 days. • First Time or New Agent Orders must be received at Monumental by Wednesday, 5 PM ET to be

mailed on Thursday of the following week. • Subsequent or Repeat Orders must be received at Monumental by Monday, 3 PT ET to be mailed on

Thursday of the following week. • Monumental validates demographics and available area – refines as necessary with NPC and the

National IMO. o Mailers will be limited to no more than 10,000 per month without documentation of past

production success. o Large monthly orders will be broken down into 2-3 mailers during the month in order to

maintain fresh leads and a steady flow of returned leads. • Monumental processes order and notifies agent, National IMO and NPC.

o Email is sent with Log-in instructions and order confirmation. • Mailers will typically be slightly less than number ordered (vary by no more than 5%) due to

“scrubbing” for duplicate addresses. The agent will only be charged for the actual pieces mailed. • Monumental processes credit card and notifies agent of amount of charge via email. • Monumental approves mailing and the leads are mailed to prospective households. • Agents download and print returned lead cards from web as they are posted. • Monumental provides monthly report to National IMO and respective NPCs of sales per mailer and

lead card returned to monitor agent's progress. • Production of $100 net annualized placed premium (NAPP) or more per lead card returned, quality of

business and good standing with Monumental are required to maintain an active status in the program. • Advance orders are subject to cancellation if production requirements are not being met. • Leads provide the opportunity to start a conversation regarding a prospect’s insurance needs. As such,

there is not a “bad lead” credit process. Monumental does not provide credit for any lead. All leads are provided “as is” with no guarantees.

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The web address to access your lead count is: www.taseniors.com

The “Sign In ID” is your full e‐mail address. Ex: [email protected] The password will be sent to you in a separate e‐mail. Please note that the password is case sensitive.

If you forget your password, please click on the link below “Forgot your password?” and it will be sent to your e‐mail address on file. Once your e‐mail and password have been entered, click on “Sign In”. If you get an error message while logging in and you have confirmed you entered all information correctly, please contact Alena Ruiz at 410‐209‐5640 or [email protected].

Lead Count Login Instructions

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1. On the Home screen, click on “Lead Counts”

2. Here is where you will select the parameters for your lead count.

3. Begin by selecting the state. (By clicking on this box, you can skip putting in any counties or zip codes and run the count for the entire state with only your specific demographics.) 4. The counties will automatically update and you will be able to choose several. (Once you run the report, the Lead Count will be broken down by county, city, zip code and number of Leads.) 5. You can also choose specific zip codes, though it is not necessary if you just want to run a general Lead Count.

Please note that all Lead Order Forms must include Zip Codes only. We will not be able to process orders for mailers that refer to counties or cities. If you are unsure of zip codes, by entering the county name the system will display zip code numbers for the respective counties. See sample in instruction number 10.

Pulling Lead Counts

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6. You may also choose to mail to any gender or both. (“Both” is suggested).

7. The next selection is the age range. You may choose any number from 45 – 85. The suggested range is from 55 – 80.

8. The income range can also be adjusted. There are several allowable increments, ranging from $0 ‐ $75,000.

9. Finally, you may click on “Run Report” or “Open in Excel”. The larger the population, the longer it will take for the file to appear. If you click to “Open in Excel” you may then copy and paste the web file into your Excel worksheet and manipulate it as you wish.

10. The counts will appear in a format similar to the screen shot below:

Pulling Lead Counts (Continued)

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The web address to access your leads is: www.taseniors.com

The Sign In ID is your full e‐mail address. Ex: [email protected] The password will be sent to you in an e‐mail once your order is completed. Please note that the password is case sensitive

If you forget your password, please click on the link below “Forgot your password” and it will be sent to your e‐mail address on file. Once your e‐mail and password have been entered, click on Sign In. If you get an error message while logging in and you have confirmed you entered all information correctly, please contact Alena Ruiz at 410‐209‐5640 or [email protected].

Login Instructions

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1. On the Home screen, click on “Retrieve Lead Cards”

2. On the next screen, select how many lead card images you would like to view per PDF file.

3. Choose a Date Range

You may view 10, 25, or 50 leads at a time. Note that larger files take longer to open. If you choose 50, it may take longer, please be patient. “Date Range” refers to the date the lead card was received and scanned. You can enter one day…or a date range.

Lead cards are scanned everyday and post to this site immediately!

4. Click “Get Leads,” wait for the leads to upload, and then click on the link(s) and a PDF will open with all your lead card images. IMPORTANT: This PDF will open in Explorer, but uses Adobe Reader. If you don’t have some version of Adobe, you can download it at: http://get.adobe.com/reader

To Access Your Leads

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The images may initially appear enlarged and somewhat blurry. In the tool bar above the image, you can adjust the magnification %. (See arrow). A magnification of 75% or 100% works best.

You may also choose to save the PDF to your computer. Select “File” in your main tool bar and choose “Save As”. Print your images. The front and back of each individual lead card will print on one page. Your lead card images will remain available to you on this site for 45 days from the date it was received.

Viewing Leads

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