Building a qualified prospect list is a simple four-step process illustrated above
Resumes have always been a valuable source of getting qualified prospects for Financial Planners and Insurance Advisors.
A positive lead prospect almost always meets the following criteria which are majorly provided by resumes:
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Income
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Age
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Location
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Job / Salary
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Others
CandidateZip parses resumes and filters data to provide a qualified prospect list. There is no need for coding and the set up requires only a few minutes.
It will automatically pick up data from your emails, G Drive or any other account to parse and push intelligent data points into the CRM you use for instant access and action.