Thank You For Helping Test P.R.O.+ Leads
Please complete this form only after finishing your CRM setup at IUL.org/CRMSetUp.
If you submit this form before your CRM is fully set up, your entry will be discarded and you’ll need to resubmit.
Before sending your test leads, our team will verify that your CRM is fully ready - this ensures your system is primed to help you make sales and will capture all the data we need for tracking and performance analysis.
Lead Tester
Onboarding Form
If you answer any of the first four questions as ‘Not Yet’ you are not ready to receive leads.
Please complete set up before filling out this form.