TMK1536 0910Agent training only. Not for sales use. Recruiting Management System & Lead Management System Glenn Williams Executive Vice President Torchmark.

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Presentation transcript:

TMK Agent training only. Not for sales use. Recruiting Management System & Lead Management System Glenn Williams Executive Vice President Torchmark Marketing TMK Agent training only. Not for sales use.

TMK Agent training only. Not for sales use. Welcome to RMS & LMS 101 TMK Agent training only. Not for sales use.

TMK Agent training only. Not for sales use. RMS Defined What is RMS? RMS, or Recruiting Management System, is a database used to store, sort, assign and print recruiting leads.

TMK Agent training only. Not for sales use. RMS Defined Recruits are screened and downloaded by Home Office and come from: Monster CareerBuilder HotJobs Employment Guide Internet ad responses List vendors Newspaper ads Licensed Agents Other marketing campaigns

TMK Agent training only. Not for sales use. RMS Defined What is the purpose of RMS? RMS allows you to: Search recruits by categories Print Recruiting Lists Track the contacts and your progress with recruits during the recruiting process candidates assigned to your Branch through Home Office

TMK Agent training only. Not for sales use. ing Your Recruiting Leads Resume Auto Letters Series of Three s sent to Resume Leads in RMS. Home Office sends these s on Wednesdays Batch Letters Create and customize s to job seekers and resumes Home Office sends automated s on your behalf every Sunday Disposition/Jobseeker Thank You s Sent to qualifying leads daily

TMK Agent training only. Not for sales use. LMS Defined What is LMS? LMS, or Lead Management System, is a database used to store, sort, assign and print prospect leads.

TMK Agent training only. Not for sales use. LMS Defined Prospect Leads are downloaded by Home Office and come from: Telemarketing Worksite Leads Direct Response Mailings Lead Vendor List Purchases Company Websites Home Office Inquiries Home Office Lists Existing Customers

TMK Agent training only. Not for sales use. LMS Defined What is the purpose of LMS? LMS allows you to: Search prospect leads by categories Assign Prospects to Agents View and Print Prospect Lists Track the contacts and your progress with prospects during the sales process

TMK Agent training only. Not for sales use. Accessing Your Leads Liberty: United American:

TMK Agent training only. Not for sales use. Accessing Your Leads

TMK Agent training only. Not for sales use. Accessing Your Leads Main Page for RMS & LMS

TMK Agent training only. Not for sales use. Accessing Your Recruiting Leads Sorting Your RMS Search Results Each column header in the results section of RMS is a link that allows you to sort your results by that particular category in ascending or descending order

TMK Agent training only. Not for sales use. Accessing Your Recruiting Leads Working With Your Search Results… Assign Leads to an Agent Assign Dispositions Print or Download Leads

TMK Agent training only. Not for sales use. Accessing Your Recruiting Leads Lead Details: To navigate to the ‘Lead Information’ screen, click on the lead’s name in the ‘Lead Name’ column.

TMK Agent training only. Not for sales use. Accessing Your Recruiting Leads Other features of RMS: Summary Report Batch Letter Setup Database Record System Add New Recruit Lead

TMK Agent training only. Not for sales use. ing Your Recruiting Leads Batch Letter Setup Create and customize s to job seekers and resumes Home Office sends automated s on your behalf every Sunday

TMK Agent training only. Not for sales use. Batch Approval Deadline UA: Thursday 4 p.m. LNL: Friday 4 p.m.

TMK Agent training only. Not for sales use. Accessing MORE Recruiting Leads Database Records System

TMK Agent training only. Not for sales use. Accessing Your Prospect Leads Select ‘Prospects’ in the ‘Lead Type’ menu to access LMS

TMK Agent training only. Not for sales use. Accessing Your Prospect Leads Sorting Your LMS Search Results Each column header in the results section of LMS is a link that allows you to sort your results by that particular category in ascending or descending order

TMK Agent training only. Not for sales use. Accessing Your Prospect Leads Working With Your Search Results… Assign Leads to an Agent Assign Dispositions Print or Download Leads

TMK Agent training only. Not for sales use. Accessing Your Prospect Leads Lead Details: To navigate to the ‘Lead Information’ screen, click on the lead’s name in the ‘Lead Name’ column.

TMK Agent training only. Not for sales use. Accessing Your Prospect Leads Other features of LMS: Summary Report Add New Prospect Lead

TMK Agent training only. Not for sales use. Questions TMK Agent training only. Not for sales use.