Beyond Marketing And Events
BeyondLeads · Signed Retainer Program
Tell us exactly which cases to sign on your behalf and which to screen out. Everything below feeds directly into our intake team's screening rules, so the more specific, the better.
So we know who to follow up with if anything on this form needs clarifying.
Check every case type you want us to sign.
This is what protects against low-value cases — for example, minimum policy limits with medical bills that exceed the available coverage.
Anything else that should stop a case before we sign it.
Check the documents your firm will provide so our team can use them at intake. Please email current versions separately to your BeyondLeads contact.
Choosing an option here will move you forward automatically.
