Slide 1

Recruiting
Management System &
Lead Management System
Glenn Williams
Executive Vice President
Torchmark Marketing
TMK1536 0910

Agent training only. Not for sales use.


Slide 2

Welcome to
RMS & LMS 101

TMK1536 0910

Agent training only. Not for sales use.


Slide 3

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 7

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 10

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 11

Accessing Your Leads

TMK1536 0910

Agent training only. Not for sales use.


Slide 12

Accessing Your Leads
Main Page for RMS & LMS

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 14

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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.

TMK1536 0910

Agent training only. Not for sales use.


Slide 16

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 18

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 19

Accessing MORE Recruiting Leads
Database Records System

TMK1536 0910

Agent training only. Not for sales use.


Slide 20

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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

TMK1536 0910

Agent training only. Not for sales use.


Slide 22

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

TMK1536 0910

Agent training only. Not for sales use.


Slide 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.

TMK1536 0910

Agent training only. Not for sales use.


Slide 24

Accessing Your Prospect Leads
Other features of LMS:
Summary Report

Add New Prospect Lead

TMK1536 0910

Agent training only. Not for sales use.


Slide 25

Questions

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0910

Agent training only. Not for sales use.