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How do I fill this out?
To fill out the form, start by entering your personal and contact information. Next, choose the area by county for your lead order and specify the quantity needed. Finally, provide your payment details and signature to complete the order.
How to fill out the Tele-Marketed Lead Order Form?
1
Enter your personal and contact information.
2
Select the area by county or counties for lead orders.
3
Specify the quantity of leads you wish to order.
4
Fill in the payment information including card details.
5
Sign and date the form before submitting.
Who needs the Tele-Marketed Lead Order Form?
1
Insurance agents who need tele-marketed leads to expand their client base.
2
Financial advisors looking for potential clients interested in final expense insurance.
3
Real estate agents who want to explore leads for related financial services.
4
Direct marketers seeking targeted audiences for their campaigns.
5
Business owners in the financial sector needing reliable lead generation solutions.
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What are the instructions for submitting this form?
To submit this form, send it via email to leads@icanfinancial.com or fax it to 888-219-9727. You can also deliver a hard copy to our office at 8330 Lyndon B Johnson FRWY, Ste. 1000, Dallas, TX 75243. Make sure all fields are completed accurately prior to submission.
What are the important dates for this form in 2024 and 2025?
For 2024-2025, specific ordering deadlines may apply depending on lead availability. Ensure timely submission to avoid project delays. Check back periodically for updated information.
What is the purpose of this form?
The Tele-Marketed Lead Order Form serves as a crucial tool for individuals and businesses seeking tele-marketed leads. It facilitates direct access to potential clients interested in final expense insurance. This is vital in industries such as finance and insurance where lead generation is essential for business growth.
Tell me about this form and its components and fields line-by-line.
- 1. Agent Name: Field for the agent's name placing the order.
- 2. Phone: Field for providing the agent's contact number.
- 3. Email: Field for entering the agent's email address.
- 4. Street Address: Agent's physical address for lead delivery.
- 5. Card Number: Field for entering payment card information.
- 6. Quantity: Field for specifying the number of leads.
- 7. Signature: Field for the agent's signature confirming the order.
- 8. Delivery Email: Field for entering the email address for lead delivery.
What happens if I fail to submit this form?
Failure to submit this form typically means that your order for tele-marketed leads will not be processed. If the submission is incomplete, the order can't be fulfilled, and you may miss out on valuable leads.
- Incomplete Information: If details are missing, the processing of your order may be delayed.
- Payment Issues: Incorrect payment information could result in transaction failure.
- Missed Deadlines: Submitting late can lead to delays in receiving leads.
How do I know when to use this form?
- 1. Lead Acquisition: Essential for professionals needing new clients through tele-marketing.
- 2. Marketing Campaigns: Use this form to support marketing initiatives by acquiring qualified leads.
- 3. Business Expansion: Ideal for any business looking to grow its customer base.
Frequently Asked Questions
What is the purpose of the Tele-Marketed Lead Order Form?
This form is designed for clients to order tele-marketed leads from iCan Financial.
How do I submit the completed form?
You can submit the form via email, fax, or by delivering it physically to our office.
Is there a minimum order requirement?
Yes, the minimum order required is 15 leads.
What payment methods are accepted?
Accepted payment methods include MasterCard, Visa, Discover, and American Express.
Can I modify the order after submission?
Once submitted, the order cannot be modified; please review your details carefully.
What happens if I don’t receive my leads?
If you encounter issues, please contact us directly for assistance.
How do I contact iCan Financial for assistance?
You can reach us at the email leads@icanfinancial.com or call us at 888-772-4226.
Can I have a recurring order?
Yes, you can choose a frequency for recurring orders on the form.
Are there any refunds on lead orders?
iCan Financial does not offer refunds; all sales are final.
How quickly will I receive my leads?
Lead delivery timelines will be indicated during the order process.
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