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. We provide high quality sales appointments with local business owners and executives who are interested in reviewing their business insurance needs.
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. 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 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.
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. 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 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.
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