Start with Prospect Info (hit refresh to reset, i.e "Hang Up"
SS Billing Day
- 2W
- 3W
- 4W
- 1st
- 3rd
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Lead Source
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- TPI Callz
- TPI Inbounds
- TPI AI Transfers
- TPI Dialer
- TPI Meta Leads
- Outbound AI Live Transfer (Team Shop)
- 0-30 Days Aged FEX (Team Shop)
- 30-90 Days Aged FEX (Team Shop)
- 90-180 Days Aged FEX (Team Shop)
- TPI Rewards Funnel
- Fast 5
- Beneficiaries
- Referral
- Back on the books
- Other
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Numbers Chat Notes
Is this your 1st, 2nd, 3rd, etc. Deal of the Day?
Please choose deal number here*
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
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Policy & Financial Info
Product
- GL Preferred
- GL Standard
- GL-Sub-Standard
- GL Graded Benefit
- SimpliNow Legacy Max
- SimpliNow Legacy
- Heritage
- ULTIMATE PREFERRED WHOLE LIFE
- SUPER PREFERRED WHOLE LIFE
- PREFERRED WHOLE LIFE
- 20 YEAR TERM LIFE
- TERM TO AGE 90
- TERM TO AGE 100
- PLATINUM PROTECTION INDIVIDUAL WHOLE LIFE
- STANDARD WHOLE LIFE
- MODIFIED WHOLE LIFE
- EASY ISSUE WHOLE LIFE
- GUARANTEED ISSUE WHOLE LIFE
- FlexLife - 2019 FlexLife (LSW) Indexed Universal Life (NLG)
- LSW Term - 10-G, 15-G, 20-G, 30-G, ART (NLG)
- TotalSecure - 2021 TotalSecure (LSW) Whole Life (NLG)
- Living Legacy (FEX)
- Living Promise - Level
- Living Promise - Graded
- Index Express UL
- Term Life Express
- Patriot Series - Modified
- Patriot Series - Standard
- Patriot Series - Preferred
- Patriot Series - Super Preferred
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Carrier
- Combined
- Savings Bank Mutual Life Insurance (SBLI)
- Guaranteed Trust Life Heritage (GTL)
- Corebridge Simplinow
- National Life Group (NLG)
- Senior Life
- Mutual Of Omaha (MOO)
- American Home Life (AHL)
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Notes
To start Automations to Client Check "YES"