SALESLINK
Although TBA has marketing packages available to our advisors at all times,
SalesLink provides a targeted marketing approach that results in tangible
life insurance leads.
The client-facing quoter that is used for SalesLink is integrated with
Vive so that it’s a seamless experience for you and your clients.
1
BOOK A DEMO
Schedule a demo time that works best for you. From there Morgan will walk you through how leads are processed, what the marketing materials look like, and the different level options available to you.
2
QUOTER & MARKETING MATERIALS
The in-house SalesLink manager will work with you to set up your branded quoter through Vive and create branded marketing emails and social media posts they will send you for approval. The TBA manager will handle all sending and posting, so you don’t even have to actively market to generate those ever important leads.
3
GENERATING LEADS
Once your quoter has been set up and your marketing materials approved, then it is time to consistently market life insurance and start generating leads. We will be there to walk you through the entire process, and we even provide you with a follow-up strategy.
THE ADVISOR EXPERIENCE
Still unsure on the importance of SalesLink for your business? Don’t just take our word for it. You can now hear from a SalesLink user – an advisor just like you – on what their experience has been and why it has been vital to the success of their current life insurance production.
