Preview Pull LeadStream for Insurance Agents

✅ Summary:
This training covers how to configure a Preview Pull LeadStream in PhoneBurner, giving your team members the ability to choose which leads they want to claim and take ownership of—perfect for scenarios where agents need control based on criteria like state licensing or territory.

Key Points:

• Preview Pull LeadStreams let reps see limited lead info (like state) and then claim specific contacts from a shared pool.
• Once a contact is claimed, it's moved into a receiving folder that the rep owns.
• Admins can configure recycle rules (e.g., 5-day inactivity) so unworked leads return to the shared pool.
• You can limit how many leads a rep can claim per day.
• Save searches can be created (e.g., “Call 1” and “Additional Calls”) to help reps systematically work through their claimed leads.
• Recycle timers reset each time a lead is called, allowing reps to keep actively worked leads.
• This setup gives agents control while ensuring leads are actively followed up or returned to the pool if neglected.

🏷️ Tags:
preview pull, leadstream setup, lead ownership, lead recycling, team autonomy, contact claiming, sales workflows, save searches, contact manager, call automation, PhoneBurner training, lead distribution strategy, admin tools, rep flexibility

📝 Cleaned-Up Transcript:

One of the key benefits of a Blind Pull LeadStream is that you, as an admin, can keep control of contacts in your account until your reps are ready, willing, and actually place a call. But sometimes, you may want to allow reps to choose when they're ready to take ownership—without waiting until a call is made. Maybe you have a large contact list across multiple states or regions and don’t want to break it up. Instead, you'd prefer one big pool where reps can pick and choose the contacts they want to claim. That’s where Preview Pull LeadStreams come in.

Use Case Example:

Let’s say you run an insurance agency. Each agent is licensed in different states and needs to control which records they work. They at least need to see the state info before claiming a lead.

Step-by-Step: Creating a Preview Pull LeadStream

1. Navigate to the LeadStream Settings

• Go to the gear icon in the Contact Manager
• Select LeadStream
• Click Create New LeadStream

2. Configure LeadStream Settings

• Enable it and name it (e.g., “Preview Pull”)
• Add a description
• Choose Blind/Preview Pull as the type
• Select any dialer preset (not applicable for preview users, but required by system)

3. Set Up Folders

• Create a distribution folder (e.g., “Preview Pool”)
• Create a receiving folder (e.g., “Preview RCV”)
• Decide if you want to lock the folder to control structure or leave it open

4. Set Recycle Rules (optional)

• Choose a recycle folder (e.g., back to the preview pool)
• Set a recycle time (e.g., 5–14 days)
• Optionally, set the recycle clock to reset when the lead is called—ideal for actively worked leads

5. Add Recipients

• Add your team members
• Set their pull type to Preview
• No dialer preset is needed for preview users

Note: You can mix preview and blind pull users in the same stream, though this example sticks to preview.

Import Contacts

• Go to Contacts > Import
• Choose your file and map your data (make sure address/state info is mapped if needed)
• Import into the Preview Pool folder
• Add a lead source for tracking

Agent Experience: Claiming Leads

Let’s switch to the rep’s perspective.

As Heather (a team member):

• Go to Leads
• See the assigned Preview Pull LeadStream
• Instead of starting a dial session, Heather clicks “Claim” on the records she wants to take ownership of
  (e.g., California and Arizona, if that’s where she’s licensed)

Claimed leads move to her Preview RCV folder, ready to be worked.

Set Daily Limits (Optional)

From the admin account:

• Go to LeadStream > Manage Recipients
• Edit a rep and set a daily claim limit (e.g., 10)
• Leads already claimed count toward that limit

Save Searches: Structuring the Workflow

To help reps work leads efficiently:

1. Go to Advanced Search
2. Create a search for:
   • Contacts in the receiving folder with Total Calls = 0
   • Call this “Preview Pull – Call 1”
3. Create another for:
   • Contacts last called more than 2 days ago
   • Call this “Preview Pull – Additional Calls”
4. Share these searches with the team

Now, reps like Heather can:

• Pin saved searches
• See leads they claimed, organized by call status
• Start dial sessions right from those searches

Recycle Timer in Action

If a rep stops calling a lead, the recycle timer will eventually move it back into the pool.

For example:

• Heather claims a lead
• Doesn’t call it for 5 days
• That lead recycles automatically

However:

• If she does call it, the recycle timer resets
• She keeps ownership as long as she keeps working the lead

Final Notes

Preview Pull LeadStreams are great when you want your team to:

• Choose leads that best match their expertise or territory
• Control their own workflow
• Maintain ownership of leads, while allowing inactive ones to be recycled

This setup creates structure with flexibility, especially when paired with smart saved searches.

Thanks for watching! We hope this helps you and your team get more done, more efficiently, with the power of PhoneBurner.

Happy dialing!