Recruiting Management System & Lead Management System Glenn Williams Executive Vice President Torchmark Marketing TMK1536 0910 Agent training only.
Download ReportTranscript Recruiting Management System & Lead Management System Glenn Williams Executive Vice President Torchmark Marketing TMK1536 0910 Agent training only.
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
TMK1536 0410
0910
Agent training only. Not for sales use.
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
TMK1536 0410
0910
Agent training only. Not for sales use.