Rules of Engagement for Accepting an In-bound Lead

Lead claiming is contingent on completion of initial training and participation in required future trainings. 

Lead claiming is based on the POD the agent is assigned to.

PODS are regionally based and take leads available in specific areas into consideration of size and scope. 

PODS will not span more than 1 hour drive time from furthest two points within the POD. 

Agents are agreeing to work all leads claimed within their POD.

Agents are agreeing to work all pricepoints for leads claimed within their POD.

Agents are not allowed to reassign claimed leads without prior approval from a member of Regional Leadership. 

Referral partner leads claimed must be updated per partner requirements.

FUB leads claimed must be updated on weekly basis if notes to lead are not updated.

Agents must be responsive to ISA Team when asking for updates. 

Leadership may pause Agents who are claiming an excessive amount of leads, failing to make updates to leads, failing to utilize the system for contact with leads, and failing to service the best interest of the lead.

All inbound leads belong to The Team and can be recalled at any time for any reason.