Lead Vault Closes 💰
Submit this immediately after each CLOSE
to remove the sold lead from the Training Lead Pool.
Agent Name
*
Client Name
*
Phone Number
*
Carrier
*
Select carrier
Americo
American-Amicable
Mutual Of Omaha
Ethos
Aetna
Corebridge
Chubb
Transamerica
Monthly AP
*
Effective Date
*
MM/DD/YYYY
Sold Date
*
MM/DD/YYYY
Submit Sold Lead
