TMK1536 0910 Agent training only. Not for sales use.
Recruiting Management System &
Lead Management System
Glenn WilliamsExecutive Vice President
Torchmark Marketing
TMK1536 0910 Agent training only. Not for sales use.
TMK1536 0910 Agent training only. Not for sales use.
Welcome to RMS & LMS 101
TMK1536 0910 Agent training only. Not for sales use.
TMK1536 0910 Agent training only. Not for sales use.
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.
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.
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.
Emailing Your Recruiting Leads
Resume Auto LettersSeries of Three Emails sent to Resume Leads in RMS. Home Office sends these emails on Wednesdays
Batch LettersCreate and customize E-mails to job seekers and resumesHome Office sends automated E-mails on your behalf every Sunday
Disposition/Jobseeker Thank You EmailsSent to qualifying leads daily
TMK1536 0910 Agent training only. Not for sales use.
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.
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.
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.
Accessing Your Leads
Liberty: https://www.tmkonline.net/logon/
TMK1536 0910 Agent training only. Not for sales use.
Accessing Your Recruiting Leads
Sorting Your RMS Search ResultsEach 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.
Accessing Your Recruiting Leads
Working With Your Search Results…Assign Leads to an AgentAssign DispositionsPrint or Download Leads
TMK1536 0910 Agent training only. Not for sales use.
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.
Accessing Your Recruiting Leads
Other features of RMS:Summary ReportBatch Letter SetupDatabase Record SystemAdd New Recruit Lead
TMK1536 0910 Agent training only. Not for sales use.
Emailing Your Recruiting Leads
Batch Letter SetupCreate and customize E-mails to job seekers and resumesHome Office sends automated E-mails on your behalf every Sunday
TMK1536 0910 Agent training only. Not for sales use.
Accessing MORE Recruiting Leads
Database Records System
TMK1536 0910 Agent training only. Not for sales use.
Accessing Your Prospect Leads
Select ‘Prospects’ in the ‘Lead Type’ menu to access LMS
TMK1536 0910 Agent training only. Not for sales use.
Accessing Your Prospect Leads
Sorting Your LMS Search ResultsEach 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.
Accessing Your Prospect Leads
Working With Your Search Results…Assign Leads to an AgentAssign DispositionsPrint or Download Leads
TMK1536 0910 Agent training only. Not for sales use.
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.
Accessing Your Prospect Leads
Other features of LMS:Summary ReportAdd New Prospect Lead
TMK1536 0910 Agent training only. Not for sales use.
Accessing Your Sponsorships
Sponsorships under Laptop Referral Lead:Uploaded by 3:30 p.m., visible by 4 p.m.Uploaded by 7 a.m., visible by 7:30 a.m.Scrubbed against Do Not Call List (In Person)
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