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

1. Recruiting Management System & Lead Management System Glenn Williams Executive Vice President Torchmark Marketing TMK1536 0910 Agent training only. Not for sales use.

2. Welcome to RMS & LMS 101 TMK1536 0910 Agent training only. Not for sales use.

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

4. 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

5. 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

6. Emailing Your Recruiting Leads Resume Auto Letters Series of Three Emails sent to Resume Leads in RMS. Home Office sends these emails on Wednesdays Batch Letters Create and customize E-mails to job seekers and resumes Home Office sends automated E-mails on your behalf every Sunday Disposition/Jobseeker Thank You Emails Sent to qualifying leads daily

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

8. 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

9. 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

10. Accessing Your Leads Liberty: https://www.tmkonline.net/logon/ United American: https://www.unitedamerican.com/logon/

11. Accessing Your Leads

12. Accessing Your Leads Main Page for RMS & LMS

13. Accessing Your Recruiting Leads Sorting Your RMS Search Results Each 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

14. Accessing Your Recruiting Leads Working With Your Search Results… Assign Leads to an Agent Assign Dispositions Print or Download Leads

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

16. Accessing Your Recruiting Leads Other features of RMS: Summary Report Batch Letter Setup Database Record System Add New Recruit Lead

17. Emailing Your Recruiting Leads Batch Letter Setup Create and customize E-mails to job seekers and resumes Home Office sends automated E-mails on your behalf every Sunday

18. Batch Email Approval Deadline UA: Thursday 4 p.m. LNL: Friday 4 p.m.

19. Accessing MORE Recruiting Leads Database Records System

20. Accessing Your Prospect Leads Select ‘Prospects’ in the ‘Lead Type’ menu to access LMS

21. Accessing Your Prospect Leads Sorting Your LMS Search Results Each 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

22. Accessing Your Prospect Leads Working With Your Search Results… Assign Leads to an Agent Assign Dispositions Print or Download Leads

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

24. Accessing Your Prospect Leads Other features of LMS: Summary Report Add New Prospect Lead

25. Questions TMK1536 0410 Agent training only. Not for sales use.