NEW 2024 REPORTING SYSTEM IS LIVE. Please report any glitches to dbayne@carothersins.com
REPORTING
ALL reporting is DUE WEEKLY, by Saturday. You will receive automated reports from Airtable:
When you get a lead
Every Friday, reporting reminder
Every Monday: A weekly digest with your reported activity for the previous week.
NOTES:
If Marketing is out out of office, your Monday report may not reflect the most recent entries until the next report.
Depending on the lead source, carriers and network providers. have access to view these reports in real-time.
FORMS
-
-
-
-
If you have 5+leads, these forms to to have added to your accounts:
IMPORT Leads to AIRTABLE
IMPORT Leads to MedicareCENTER
Program Manager: MILOW DAVIS - mdavis@carothersins.com | 702-830-9801
Click broker name for contact info.
Victoria Esfandiary 702-439-7154
Lori Ahlbrandt (no profile page)
Cherie Hughes (no profile page)