Recruiting, Retention and Sales Enhancement An Automated Addition to Your Marketing Plan

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) Leadbot™ Overview Leadbot is an Application Service Provider (ASP) to the financial services industry providing a turnkey program to recruit and retain producers using quality Internet- based sales leads. Leadbot provides leads for annuities, life insurance and mortgages through its network of websites. Recruiter/Producer Portal Sample Prospect Portal

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) How It Works Leadbot™ provides Marketing Organizations with unique promotional codes, or sets of codes. These codes trigger pre-determined benefits to the individual producer, such as price discounts or subsidies, when ordering leads. 1

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) How It Works Marketing organizations provide these promotional codes to producers and groups during the course of their normal marketing efforts. A variety of promotional codes can be used to offer a range of distinct benefits. For example: 2 Promotion Code 987X5A Targeted at New Recruits Limited Time $2 Discount Per Lead Marketer Subsidizes 25% of Lead Cost Promotion Code 987X6Y Targeted at Established Producers Ongoing $4 Discount Per Lead Marketer Subsidizes 35% of Lead Cost

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) How It Works Producers take advantage of the benefits offered by using the promotional code when they register with Leadbot™. 3 Click picture above for live page at

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) How It Works The producer may now order leads and manage their account independently. Subsidies, if any, are tracked and accounted for automatically. 4 Click picture above for live page at

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) How It Works The marketing organization receives regular, automated reporting customized to its individual needs. This allows organizations to monitor the program’s success and remove individual producers whom have left the organization and should stop receiving benefits. 5

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) Case Study EXAMPLE: The Marketing Organization wants to offer two promotional codes for two distinct categories of producers: new recruits and established producers: New Recruits - A limited time $2 price discount and 25% subsidy for quality sales leads entices producers to respond to Marketing Organization’s message using promotional code 987X5A. The message is delivered to an audience of 120,000 over a month period using . Established Producers - An ongoing $4 price discount and 35% subsidy is available to identified producers with a pre-determined track record within the Marketer’s organization. The producers consume a pre-determined number of sales leads over the course of the year and are identified with promotional code 987X6V. The message is delivered via the Marketing Organization’s digital newsletter.

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) Summary Marketing Organization benefits from recruiting new producers and retaining existing ones through a high-quality lead program. Leadbot™ handles all ordering, distribution and customer service related to sales leads through its automated tools or professional sales and service associates. Marketing Organization stays fully informed of all producer and sales lead activity through automated reporting – without having to devote resources to build and maintain a lead program in-house.

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) Why Leadbot™? Experience: Generating quality leads since 1998 CAN-Spam and Do-Not-Call legislation compliant Leads importable to almost any contact management or CRM tool (ACT, Goldmine, etc.) Leads scrubbed for accuracy and relevance prior to distribution

©2004 Leadbot™ | Northbound Group, Inc. All Rights Reserved | | (800) Contact Ben Wagner Business Development (800) x114