STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
After you have access to the lead systems, review the live lead inventories with your Manager and make your first purchase.

​ACCESS TO OPT

  • Once sureance bay emails have been sent, an email will also be sent to OPT for agent access. You will then receive an email from Equis stating that you are "GOOD TO GO".

ACCESS TO MAILCO ACCOUNT

You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account  HERE
  • Agency name is "Equis"
  • Group name is "Theodore Group"

ACCESS TO LEADCO ACCOUNT

(CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)

Sign-up for a LeadCo account by email Cheryl at Cheryl@leadcoleads.com 
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties. 
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Here is an image of what it will typically take to make 10 appointments a week.