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Victory Leads Qualification Questionnaire

What products do you actively sell?

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Final Expense

Medicare

ACA / Health

Life Insurance

Multiple senior-market products

Other

Are you currently buying leads or live calls?

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Yes - Regularly

Yes - Occasionally

I have before, but not currently

Not yet

Can you answer live inbound calls during business hours?

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Yes, I answer personally

Yes, my team answers

Usually, depending on schedule

No, I mostly call back later

When a client calls in, what best describes your approach?

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I listen, qualify, and recommend the best option

I follow a script, but adapt to the caller

I move quickly toward an application when there’s interest

I expect callers to already be ready to buy

Are you comfortable working with clear call rules, including buffer validation, reject criteria, and credit procedures?

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Yes, clear rules are exactly what I want

Yes, as long as they’re explained upfront

I’d want to review them first

I expect credit for any call that does not close

What monthly call budget are you comfortable testing with?

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Under $500

$500 - $1,000

$1,000 - $2,500

$2,500 - $5,000

$5,000+

List your top 3 primary production states:

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Confirm Your Email Address

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Verification

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I certify that the details provided above are accurate and true.