Equis Financial agents have access to IntegrityCONNECT's Lead Marketplace — your go-to place to purchase and manage leads!
Equis Financial keeps agents informed and connected by sending out regular text messages and weekly emails. These updates include open county reports so you can easily see where extra leads are available for purchase, details on upcoming lead promotions, training opportunities, and more resources to help you grow your business.
Register & Login
How to Access Leads in IntegrityCONNECT Lead Marketplace:
After logging in:
1. Click your initials in the top right corner.
2. Select Lead Marketplace from the dropdown.
3. Choose Equis Financial as your organization.
4. Submit your request for lead access.
Once approved, you will receive a follow-up email from accounts@integrity.com.
This email will include:
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Instructions to claim $25 in free lead cash
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Instructions for a 30% off coupon code for your first lead purchase
Please refer to the PDF below on logging into Lead Marketplace for the first time and utilizing your referral code.
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Download Mobile App
You can access the Lead Marketplace from anywhere using your mobile device. To take advantage of all the features available in the Lead Marketplace while on the go, please download the Integrity for Agents app.
The Integrity for Agents mobile app brings all the features of the Integrity web experience to an agent’s iOS or Android device, PLUS an extended set of features to make staying in touch with their Contacts easier and more powerful.
The Integrity for Agents app is free to download and use, and all changes made on the app and the web are synced.
Wallet
The Lead Marketplace features a customizable Wallet that allows you to save your card on file, set up auto-reload, and manage lead vouchers. By configuring your Wallet in advance, you can streamline the process of purchasing leads by avoiding the need to enter card information each time. The auto-reload option ensures that your account remains funded automatically when a specified threshold is reached, helping you stay on top of leads without interruption, whether for automate and save orders or real-time calls and data campaigns.
Please refer to the PDF below on how to set up your wallet.
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Instant
Purchasing
The Lead Marketplace provides a comprehensive platform where you can instantly purchase leads across various categories, ensuring you always have access to fresh opportunities.
Lead Categories:
· Direct Mail Leads: Includes mortgage protection direct mail, mortgage protection IVR complete, and mortgage protection IVR incomplete, each with different pricing.
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· Exclusive Leads: These leads are generated exclusively for Equis Financial agents by our lead vendors. Categories include mortgage protection direct mail, mortgage protection IVR complete, and mortgage protection IVR incomplete. The pricing is as follows: direct mail leads are $85, final expense leads are $49, IVR complete leads are $49, and IVR incomplete leads are $5.
· Internet Leads: Features Instant Internet Leads (with beneficiary name or 15-step+ life questionnaire), Ethos leads, and various internet lead levels, each with its own pricing structure.
· Social Media Leads: Comprises Veteran Life Facebook leads, mortgage protection social leads, final expense social leads, and Index Universal Life leads, with varying prices for each type.
For detailed instructions on how to purchase leads instantly from the Marketplace and to view descriptions of each lead type, please refer to the following PDFs:
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Click To Download: How To Instant Purchase Leads PDF
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Click To Download: How To Instant Purchase Equis Exclusive Leads PDF
Manage
Leads
Managing your leads has never been more efficient! You can easily view, print, transfer, request refunds, complete dispositions, and utilize additional features in IntegrityCONNECT.
Please refer to the training videos below for guidance on managing your leads, including viewing, printing, completing dispositions, assigning, and importing.
Automate & Save
One of the key elements to driving your business forward is securing quality leads. The Lead Marketplace Automate and Save feature allows you to customize your lead orders according to your preferences. You can select the lead type, specify the quantity, choose the delivery days, and enjoy a 15% discount on each lead!
As a new agent, we strongly recommend using this feature when you are ready to start working leads. It helps establish a routine for receiving leads weekly, sets a clear budget for lead acquisition, and reinforces your commitment to your business.
Consult with your upline or Regional Manager for recommendations on lead types and budgeting strategies.
Please refer to the video below for how to create an automate and save order.
Create A Buy Per Lead (BPL) Campaign
A Buy Per Lead (BPL) campaign enables you to create a targeted campaign for fresh A leads that are exclusive to Equis agents. You can set up campaigns for mortgage protection direct mail and/or mortgage protection IVR complete leads. We recommend discussing the lead type and desired weekly volume with your upline or Regional Manager to tailor the campaign to your needs.
When you establish a BPL campaign, Equis will initiate mailings for your selected county or counties. Mortgage protection direct mail leads typically begin to arrive consistently within 4-6 weeks, while mortgage protection IVR complete leads usually start arriving within 2-4 weeks. It’s essential to review lead projections when setting up your campaign. Lead projections and updates are sent via email every Thursday. Be sure you are signed up for Equis communications to receive the email.
Leads will be delivered weekly (Monday through Friday). Upon receipt of a lead, your card on file will be charged, and the lead will be allocated to you. If the charge fails, the lead will be placed in inventory for 5 days, during which you or another agent can purchase it immediately. If the lead remains available after 5 days, the system will attempt to charge your card again. Should the charge fail a second time, the lead will be allocated to your upline.
You may cancel your BPL campaign at any time; however, you will be responsible for all leads generated within the 30 days following your cancellation or until another agent initiates a campaign for the same counties.
A BPL campaign is highly recommended for agents who have experience with A leads and are committed to purchasing leads on a weekly basis.
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Additional Training
Integrity Technology is built for agents, by agents.
And it’s designed to work the way the industry’s best agents work. If you want more in-depth information about how to get the most out of our technology, we have a variety of trainings, guides and resources available to help drive your success.
Training and Resources:
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Live trainings to demonstrate how to get started and keep going strong
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Downloadable guides with step-by-step instructions available on IntegrityCONNECT's Learning Center
How to access the IntegrityCONNECT Learning Center from your Dashboard:
For Managers
If you’re a manager with downline agents in your agency, there are a few important responsibilities to keep in mind.
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First, make sure you are sharing your referral code so your agents can receive a discount on their first lead purchase.
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Next is campaign approval. As a manager, it’s up to you to decide whether a campaign your agent requests is a good fit based on their experience level and budget. If you feel an agent can’t handle the lead volume or financial commitment, work with them to create a more realistic plan.
Also, keep in mind that any unpaid invoices may roll up to you as the manager if your downline agent does not pay within the required timeframe.
