Start Selling Online

Begin here with these questions:
Ask yourself

“How am I generating new leads and attracting new clients“?
“Do I have the tools to run quotes, capture leads, and make sales?”
“What is my plan to market and do I have a budget?“

Note: Before you begin ” support is available via chat and tickets”. This is a self serves platform, developed for the independent insurance entrepreneur. We have created this process for independent insurance agents needs. There is no guarantee of sales. We provide solutions and tools to assist you in managing and developing your agency.

If you are not willing to learn, no one can help you
If you are determined to learn, no one can stop you.
Zig Ziglar

1 Create an account Video

Create an account IT IS FREE to create.

Above: How to create a Life Time Quote Account.
View step 1 in written format (Click Here):

2 After Creating an account: ( Add Replica & Lead Capture Links )

Add Replica & Lead Capture Links
In the E-Commerce store Buy “LTQ Subscription: and all 7 Replica & Lead Capture pages will populate your back office dashboard.

How to load Replica & Lead capture to your Dashboard.

3 Edit Replica and Lead Capture Form Target URL

Log in to your account
Select Tools pull down
1. Edit Lead/Replica
  1. Type or past URL you would like Lead to go to when they click “Get instant Quote”
    This can be any URL. ( A carrier quote engine, One of the quote engines we supply, Your web page. )

4. Edit back ground banner on Replica pages

Be sure when you edit the back ground image its what you want, you will not be able to go be able to the default. You will be able to change it as many times as you like.

Go to Tools
Select ” Replica Site “
Use pull down to select the the Replica page yo would like to change the background image on.
Drag and drop (png / jpg / or jpeg file types no bigger than 2 MB) Ideal Dimension 1400 x 933
Here are a few Default image links.
Med Sup

Med PDP

Med ADV

Health

Dental Vision

5. Lead generation and managment

Lead can be generated from:
- Replica Page
- Lead Capture Pages
- Entered manual via CRM => Add lead
Lead access via CRM => Dashboard
- Edit Lead ( Update general lead information )
- Add Followup ( Add a description and Next Followup Date, Upload notes)
  Note Doc Locker is HIPPA Compliant and located in Quote Engine log in, Followup is for general information. Please keep Client information in Doc Locker)
  Follow up will manage and hold previous and future appointment times.
- View Details ( Edit & View / Lead Details & lead History)
  Combines Edit lead and Followup in one place
Lead access Tools=> Leads
- See Leads Origin and general information
- Select Add Edit Business to add Carrier name, Policy Number, Application status, Product Name
  Once added it will appear at the bottom of page. To Edit simply select Edit and Edit information in the areas at the top of the page.
Lead Relationship
- Relationship like Man/Wife, Sister/Brother ect.. can be added at the bottom of the page Tools=>Leads relationship. In order to add a relationship you well need to know the Lead ID #. The Lead ID # is located on the Tools=> Lead page.
- Adding Relationship. Copy entire Lead ID LEAD###### and past it into the relationship located in Tools=>Leads=> Add Edit Business then paste and Submit. The relation ship will appear at bottom of the screen. This feature is meant to be value added.