Process
Use the steps below when adding a new recruit to your agency!
Step 1: Contracts
After you have decided to move forward with a recruit, send them carrier contracts!
Step 2: Sustainability/Count Request
Right after you send over the contracts, fill out the count request form with both vendors to see if their counties are sustainable.
Please keep in mind the vendors usually take about a week to get these counts back to us
Our team will email you the counts as soon as we receive them. Please note if the CPL is listed there will be a $1.49 increase for the agent.
If you are a new agency builder with EFES, please email leadteam@efesonline.com requesting to be added to the builder distribution email list to receive the counts.
Step 3: Onboarding
While your are waiting for the counts to come back from the vendors, go through the on boarding step on EFES University with your new agent.
Get them integrated into the BAND group chat, lead center, Dropbox and agent hotline.
Step 4: Mail Order
If your new agent is on the Impact or Elite program, they will need to complete the Start-Up Kit (SUK) prior to us mailing.
When you are ready to start mailing, email leadteam@efesonline.com your request. Please include the following in your email: agent name, state, counties, and quantity per week.
If you're wanting mail to go out that week, the request will need to be sent to lead team on Monday by 1pm CST
Step 5: Lead Order
The builder is required to email their lead order to lead team by 12pm CST on Thursdays.
*Please include the agent name, quantity of leads* and the county or counties.
Please add new agents as well and note in the email they are to be added to the weekly lead order moving forward.
Our process is to have lead orders sent on Thursdays by the builder, charge the agents on Fridays and the leads will be released to the agents on Saturday morning.
If any of your agents are on the Free Lead Program and/or someone else is paying for their leads, please note that in the email to lead team so they know to who to charge and who to assign the leads.
At this point, you should be good to go. If you have any lead, mail, charging or lead center related questions always email leadteam@efesonline.com.
Contact Us
Phone: (800) 765-0711
Email: agentsupport@equita1.com
Location: 1651 N Collins Blvd, Suite 170, Richardson TX, 75080
Follow Us
Process
Use the steps below when adding a new recruit to your agency!
Step 1: Contracts
After you have decided to move forward with a recruit, send them carrier contracts!
Step 2: Sustainability/Count Request
Right after you send over the contracts, fill out the count request form with both vendors to see if their counties are sustainable.
Please keep in mind the vendors usually take about a week to get these counts back to us
Our team will email you the counts as soon as we receive them. Please note if the CPL is listed there will be a $1.49 increase for the agent.
If you are a new agency builder with EFES, please email leadteam@efesonline.com requesting to be added to the builder distribution email list to receive the counts.
Step 3: Onboarding
While your are waiting for the counts to come back from the vendors, go through the on boarding step on EFES University with your new agent.
Get them integrated into the BAND group chat, lead center, Dropbox and agent hotline.
Step 4: Mail Order
If your new agent is on the Impact or Elite program, they will need to complete the Start-Up Kit (SUK) prior to us mailing.
When you are ready to start mailing, email leadteam@efesonline.com your request. Please include the following in your email: agent name, state, counties, and quantity per week.
If you're wanting mail to go out that week, the request will need to be sent to lead team on Monday by 1pm CST
Step 5: Lead Order
The builder is required to email their lead order to lead team by 12pm CST on Thursdays.
*Please include the agent name, quantity of leads* and the county or counties.
Please add new agents as well and note in the email they are to be added to the weekly lead order moving forward.