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Lead Distribution Rules of Engagement

Lead Types

 

Some lead types are provided by Global Premier Benefits to our contracted agents at no cost.  However, there are a few rules governing the distribution and possession of leads.

 

Global Premier Benefits leads fall into three classes:

 

New Leads

 

New leads are any direct market lead including: Aging-in, Medicare Changes, Veteran, Extra Help LIS, Diabetic, etc. less than 1 year old that have not been contacted by a GPB agent. We may from time to time introduce additional opportunities outside of our normal direct market channel. For example, internet leads. We will notify agents accordingly.

 

Cigna Medicare BRC Leads

 

From time-to-time Cigna Medicare will provide BRC leads. Cigna leads include

 

Follow-up leads

 

Follow-up leads are any of our lead sources that have either been in inventory for more than 30 days or have been assigned to an agent but not fully contacted and finalized for more than 30 days. Follow-up leads are a great way to supplement an agent’s existing pipeline and can be requested at any time. The lead department will review the agent’s current inventory of leads as well as the company’s inventory and accommodate accordingly.

Lead Distribution

 

Co-op Dollars Program

 

Global Premier Benefits contracted agents may receive new leads for every 10 paid Cigna Medicare Advantage enrollments per month, using Co-Op dollars, upon your request.

 

Distribution methods:

 

Leads will be distributed to your ZOHO CRM.

ZOHO is an online platform available to any GPB contracted agent with a monthly investment of $45.

Please note, this is the only method through which we distribute leads. There are NO EXCEPTIONS to this rule.  You will find all new leads in your “My Brand New Leads” view in ZOHO.

 

Call Center Agent Leads

 

As a new virtual call center agent with Global Premier Benefits, you will have access to Follow-up leads in states in which you are currently licensed per request from the lead department or your up-line.

Lead Possession

 

At the end of the day, Global Premier Benefits owns any lead sourced by the company.  From time to time and as we grow our organization, we have the right to amend, change or suspend the rules of engagement to accommodate and further our growth. We will notify all agents if any change to the rules of engagement are to be implemented as soon as possible.  At this time the lead possession rules are as follows:

 

  • Any new (Pending/Unassigned) lead showing no lead activity for 10 or more days is subject to reassignment.
  • Thereafter, any GPB sourced lead with no lead activity of 10 days or greater or an open task for future contact will be subject to reassignment.
  • A Lead status of “Awaiting AEP” will not be subject to reassignment. However, we will be spot checking ZOHO for an unusual amount of “Awaiting AEP” statuses. Trying to build a pipeline for future AEP season is great, hoarding leads is not. Any “Awaiting AEP” leads showing no activity within 30 days of AEP inception will be subject to reassignment.

Follow-up Lead Assignments

 

Follow-up leads are available upon request. A review will be made on the current number of viable leads for the agent making the request along with amount of sales made within the last 30 days.

Morale Hazards

 

Our offer of free leads to our agents is predicated upon the assumption that Global Premier Benefits will generate revenue through overrides on the production by our downline agents and agency directors.   The structure of our lead program is based upon the presumption that agents will make an honest effort to service our clients and provide only products offered through contracts with Global Premier Benefits.

 

If it is found that agents are engaging in the fallacious documentation of leads to gain access to unearned leads and/or selling other products not offered through Global Premier Benefits, or Global Premier Benefits leads, we will be required to take corrective action. These actions can range from suspension of lead distribution to termination of the agent’s contracts with GPB.

 

Please act accordingly and in good faith so that we can collectively enjoy the benefits of all the amazing perks offered by Global Premier Benefits.

Here's how GPB Agents may earn NEW leads at little to no out-of-pocket investment!