Access lead information and communicate with our team on the go.
Online access to all activity. Appointment details are emailed and also accessible in your account.
Introduction Email and Appointment Reminder sent to your prospective clients.
Our shared calendar will allow you to dictate the days you are available to run your appointments.
We will provide you with a choice of business classes based on SIC codes. You will determine your territory by choosing either counties or a specific mile radius of your address. You will set your availability for appointments.Learn more
We schedule your appointments within the business classes you select in the area of your choosing. All prospects are instructed to have their current insurance documentation available for your review upon arrival.Request Quote
- Insurance renewal dates
- Carrier info: Liab, WC and Bus Auto
- Number of loc, emp and autos
- Business and decision maker contact info
- Appointment notes
We introduce ourselves as calling on behalf of you and your agency, ask if we can provide them with a competitive quote, gather the necessary information and set a date and time for you to meet at their location.
Once the appointment is set within our system, one of our team supervisors will call back to verify the decision maker, address and date and time of appointment
Once the appointment is verified we will release it to your account. This will also trigger an automated email that will send you the details of the appointment as well as send the prospect your introduction email.
One business day prior to your appointment we will make a confirmation call on your behalf reminding the prospect to have their current insurance documentation ready for your arrival.
Our Guarantee: If the business is not in the class you select, in the territory you choose, or If the prospect cancels the appointment - We will replace it.