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upholsterer0 the client specs are: Data fields (a-d are required, the others would be optional but nice to have. We realize you can only ask so much on a lead form or call or the prospect tunes out) Name Phone number Zip code Age Current provider Premium Deductible Individual or family Email address Pre-existing conditions Target demographics-age 18-64, preferrably self-employed or small business owner, on Cobra not on a group plan, can afford it, someone on a marketet place plan Lead form or telemarketed-both are fine, we love leads that are double opted in through both a lead form and phone call. We cannot do live transfers at this time. Thankspes of health insurance targeted-straight health insurance, not Medicare or medicaid or on a marketplace subsidy State restrictions-we are approved to sell in 32 states. I can provide a list. Vanilla Soft is our CRM. However, we need the leads in Excel format as we scrub all leads against the DNC list and then load them in Vanilla Soft ourselves.
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