Leads Delivered Where You Work Them
Every W.T.S. Lead Center order is routed into the CRM environment so agents can organize follow-up, track activity, and move leads through a pipeline.
From order to CRM in four steps
Your leads arrive in your pipeline with automation already running. Nothing to configure on your end.
Order Placed
Order confirmed and processing
Market Filtered
State and license filters applied
CRM Delivery
Lead lands in your pipeline
Automation Active
Follow-up sequences start
Everything pre-built. Nothing to configure.
Your CRM sub-account is set up by W.T.S. before your leads arrive. Sequences, scripts, and pipeline stages are in place. You start working leads, not setting up software.
Leads delivered directly to your pipeline
Every lead lands in your CRM workspace the moment it is generated. No spreadsheets, no CSV imports, no manual data entry.
Automated follow-up sequences pre-built
SMS and email follow-up sequences are already loaded for IUL, Annuity, and Mortgage Protection. They start running the moment a lead hits your pipeline.
Phone scripts for every product
Proven call scripts for IUL, Annuity, and Mortgage Protection are built into your CRM workspace. Open them during a call, not after.
Pipeline stages set up for you
Your pipeline arrives configured. New, Contacted, Quoted, Closed. Ready on day one. Customize stages if you want, or start working immediately.
Multi-touch email and SMS automation
Multi-step follow-up sequences across email and SMS start automatically. Your leads are being worked even when you are not in the CRM.
Agency seats and team management
Agency accounts support multiple producers. Each agent sees their own pipeline. Assign leads, track activity, and manage your team from one place.
CRM setup: what to expect
When you place your first lead order, W.T.S. initiates your CRM setup. You receive access within one business day. No technical work required on your end.
CRM access is included in every order.
Place your first lead order and your CRM setup begins. Leads and automation are ready within 24 hours.
Build Lead Order