The preliminary name is generated by way of the telemarketer from the name centre. Their undertaking is to become aware of such possibilities that are searching for some assist concerning their economic situation. They verify the whole qualifying criteria. The name is then transferred to our in-house verification department, the place the verifier screens the prospect for criteria, intent, and time availability of the prospect to talk with one of your officers. Once the prospect qualifies for the above parameters, the complete facts of this prospect is without delay uploaded on our internet portal. Verifier dials the switch variety of the guide and gives him the identify and music ID of the prospect. Your marketing consultant can at once pull up the important points of the prospect from our internet portal via their login account and begin talking with the prospect.
This way the 3-way name conferencing is completed. We document all the conversations for coaching and great assurance.