Recruiting Management System & Lead Management System Glenn Williams Executive Vice President

TMK1536 0910 Agent training only. Not for sales use.

Recruiting Management System &

Lead Management System

Glenn WilliamsExecutive Vice President

Torchmark Marketing



Welcome to RMS & LMS 101



RMS Defined

What is RMS? RMS, or Recruiting Management System, is a database used to store, sort, assign and print recruiting leads.


RMS Defined

Recruits are screened and downloaded by Home Office and come from:•Monster•CareerBuilder•HotJobs•Employment Guide•Internet ad responses•List vendors•Newspaper ads•Licensed Agents•Other marketing campaigns


RMS Defined

What is the purpose of RMS?RMS allows you to:• Search recruits by categories • Print Recruiting Lists • Track the contacts and your progress with recruits

during the recruiting process• Email candidates assigned to your Branch through

Home Office


Emailing Your Recruiting Leads

Resume Auto LettersSeries of Three Emails sent to Resume Leads in RMS. Home Office sends these emails on Wednesdays

Batch LettersCreate and customize E-mails to job seekers and resumesHome Office sends automated E-mails on your behalf every Sunday

Disposition/Jobseeker Thank You EmailsSent to qualifying leads daily


LMS Defined

What is LMS? LMS, or Lead Management System, is a database used to store, sort, assign and print prospect leads.


LMS Defined

Prospect Leads are downloaded by Home Office and come from:•Telemarketing Worksite Leads•Direct Response Mailings•Lead Vendor List Purchases•Company Websites•Home Office Inquiries•Home Office Lists•Existing Customers


LMS Defined

What is the purpose of LMS?LMS allows you to:•Search prospect leads by categories •Assign Prospects to Agents•View and Print Prospect Lists •Track the contacts and your progress with prospects during the sales process


Accessing Your Leads

Liberty: https://www.tmkonline.net/logon/United American: https://www.unitedamerican.com/logon/





Main Page for RMS & LMS


Accessing Your Recruiting Leads

Sorting Your RMS Search ResultsEach column header in the results section of RMS is a link that allows you to sort your results by that particular category in ascending or descending order



Working With Your Search Results…Assign Leads to an AgentAssign DispositionsPrint or Download Leads



Lead Details:To navigate to the ‘Lead Information’ screen, click on the lead’s name in the ‘Lead Name’ column.



Other features of RMS:Summary ReportBatch Letter SetupDatabase Record SystemAdd New Recruit Lead


Emailing Your Recruiting Leads

Batch Letter SetupCreate and customize E-mails to job seekers and resumesHome Office sends automated E-mails on your behalf every Sunday


Batch Email Approval Deadline

UA: Thursday 4 p.m.LNL: Friday 4 p.m.


Accessing MORE Recruiting Leads

Database Records System


Accessing Your Prospect Leads

Select ‘Prospects’ in the ‘Lead Type’ menu to access LMS



Sorting Your LMS Search ResultsEach column header in the results section of LMS is a link that allows you to sort your results by that particular category in ascending or descending order



Working With Your Search Results…Assign Leads to an AgentAssign DispositionsPrint or Download Leads



Lead Details:To navigate to the ‘Lead Information’ screen, click on the lead’s name in the ‘Lead Name’ column.



Other features of LMS:Summary ReportAdd New Prospect Lead


Questions


Documents

Recruiting Management System & Lead Management System Glenn Williams Executive Vice President