Funnel Guide to Default List and Dispositions

Default List

The default system lists in Funnel are designed to organize leads by type and engagement stage—ranging from fresh digital and analog leads to long-term re-engagement targets. These lists help agents prioritize outreach, track lead progress, and ensure every lead follows a structured path through the sales funnel.

Digital 8 Day

This list contains digital leads that are between 1 and 8 days old. These are typically fresh leads that should be prioritized for quick outreach while engagement is likely to be high.
Refer to the LMS for specific training modules on best practices for contacting and
managing Digital 8 Day leads.

Digital 11+ Day

This list includes digital leads that are 2–3 weeks old. Although not as fresh, these leads still hold potential and should be worked methodically to uncover opportunities. Leads remain in this list until they are 25 days old.
Refer to the LMS for specific training modules on best practices for contacting and managing Digital 11+ Day leads.

Analog 3 Day

This list is for analog (non-digital) leads — such as call-in or mail-in responses — that are less than 4 days old. These leads tend to be more time-sensitive and should be contacted promptly.
Refer to the LMS for specific training modules on effective strategies for working Analog 3
Day leads.

Analog 4+ Day

This list contains analog leads that are 4 or more days old. They may require more persistence in
outreach but can still convert with the right strategy. Leads remain in this list until they are 25 days old.
Refer to the LMS for specific training modules on effective strategies for working Analog
4+ Day leads.

Monthly Dials

This list is populated with leads that have aged out of the Digital 11+ and Analog 4+ lists. It includes leads that are more than 30 days old and have not been contacted in the past 30 days. This list serves as a reminder to re-engage long-term prospects and maintain consistent outreach.

Actively Engaged

Leads that have responded or shown interest through any form of communication (calls, emails, texts) are moved into this list.
This includes leads who have booked an appointment or requested a call back.
It helps prioritize ongoing conversations and warmer prospects.

Policy Pending

This list tracks leads that have started or submitted an application but have not yet received a decision.
It's important for follow-up and ensuring the process continues toward a resolution.

Policy Lost

Leads whose policy applications have been declined, withdrawn, canceled, or have resulted in chargebacks are moved to this list.
Use this segment to assess lost opportunities and identify potential re-engagement tactics.

Client

Leads that have successfully completed the sales process are placed in this list.
This serves as a record of active clients.

Default List Workflows

Workflows in Funnel represent the structured path a lead takes from initial allocation to contact through final resolution, whether that's a sale or decline. They help automate list movement based on lead behavior and dispositions, making the sales process more efficient, consistent, and easy to manage at scale.

Lead Dispositions

Lead dispositions are a core component of the Funnel system, designed to help users categorize, track, and manage the current status of each lead with clarity and consistency. By assigning a disposition after each outreach attempt or client interaction, users can ensure leads are routed to the correct follow-up path, filtered into the appropriate lists, and prioritized based on engagement level and sales.

There are two main disposition sets:

• Disposition Set 1 captures early-stage interactions, such as call attempts, appointment
  settings, or unresponsiveness, and determines whether a lead should remain in its current
  list or be moved to another location.
• Disposition Set 2 is used later in the lead journey, after application submission, and
  reflects outcomes such as declined applications, issued policies, or disengagement after
  submission. These dispositions move leads into outcome-specific lists like Policy Lost or
  Client, and ensure workflows remain organized and outcome-driven

Disposition Set 1

Application

The lead has shown intent to move forward and has started the application process. Selecting this disposition will automatically move the lead from its current list to the Actively Engaged list.

Appointment

Used when the lead has confirmed a scheduled appointment or meeting. This indicates strong engagement and triggers the lead to move to the Actively Engaged list.

Call Back

This disposition is used when the lead requests a call at a later time. It reflects engagement and will move the lead to the Actively Engaged list.

No Contact

Used when outreach attempts result in no answer or interaction. The lead remains in its current list.

No Engagement

Similar to No Contact, this is used when the lead does not answer the phone, and a "No Engagement" text is sent. The lead remains in its current list.

Not Interested

Used when the lead directly communicates that they do not want to be contacted again or expresses clear disinterest in the product or service. The lead will be removed from all lists.

Disposition Set 2

App – Not Interested

Used when the lead began the application process but later expressed that they are no longer
interested in continuing. This disposition helps prevent unnecessary follow-up and will remove the lead from all lists.

Declined

The application was submitted and reviewed, but the carrier declined to issue a policy. The lead will be moved to the Policy Lost list.

Follow-Up

Select this when the lead requires additional action — such as clarifying information, sending documents, or checking in on pending steps. Indicates continued opportunity and the lead will remain in its current list.

Issued

The application has been approved and the policy is officially issued. This marks a successful conversion and the lead will be moved to the Client list.

No Engagement

Same as in Set 1: This is used when the lead does not answer the phone, and a "No Engagement" text is sent. The lead remains in its current list.

Unpaid

The lead was approved and issued a policy, but the first premium payment has not yet been collected. This also applies to chargebacks. The lead will be moved to the Policy Lost list.

Tags

Tags in Funnel are customizable labels that can be either system-assigned or manually created by users. They provide an additional layer of organization by allowing users to filter, sort, and identify leads based on specific attributes such as appointment no-show or other user-defined criteria. Tags can be quickly applied and saved directly from the lead profile or selected from predefined options for efficient workflow management.

Tags can be added from the dashboard by selecting leads and clicking the “tag” button at the bottom of the list.

Tags can also be added individually directly from the lead card. If you want to create a custom tag, you need to do it from this screen. Be careful to keep your naming conventions consistent; see above for an example of two different versions of “no show.”