Consistent Appointments. Better Retention.

OUR 5-STAR SERVICE INCLUDES:

  • Dedicated Caller & Support Team
  • Outlook Calendar Integration
  • Month-To-Month Flexibility
  • ECRM List Submission
  • Automated List Scrubbing
  • Unlimited Reschedules
  • Multiple Word Tracks

Hear What Other Agents Are Saying!

FREQUENTLY ASKED QUESTIONS

Answers to the most common questions from agents like you.

How Much Does It Cost?

The pricing depends on the product and names package you choose. We have different names packages to fit different book sizes. We encourage you to schedule a Strategy Call with the calendar above for exact pricing.

Do You Have An Appointment Guarantee?
Yes! On our Simple Conversation and New Client Onboarding calls, we offer a Guaranteed Appointment option for agents looking for consistent monthly appointments. We will contact your monthly client list until we achieve your target number of appointments.  
 
*The appointment guarantee comes with some conditions, contact us for the details.
Is There A Contract?

We don’t have a contract, it’s month-to-month. You can stop calls whenever you need, just let us know before the next billing cycle takes place (the 10th of every month).

Am I Tied To A Names Package?

We can accommodate a package change before the 10th of every month. Just let us know the adjustment so we can update your account and you can send in a new list.

Do You Have Spanish-speaking callers?

Yes, you can request a Spanish-speaking caller.

Do You Have Access To My Calendar?

Yes. We can avoid double-booking by syncing your availability into our scheduling tool (if you authorize us), and we can put appointments directly onto your calendar.

What Will Show Up On Caller ID?

We use your office line as the caller ID, that way it’s familiar to your clients. It’s easily recognizable and will help increase our answer rate.