Our system syncs with your calendar and only accepts appointments when and where you want them. You can cancel, increase or decrease the number of appointments at any time.
Interested Prospects
Exclusive appointments with people who have questions about an area of retirement. You do not pay for cancels or no shows. Reschedules are automatically assigned to you.
Comprehensive Training
Comprehensive training program steps you through so you know exactly what to expect. After the intro you can integrate right into your normal sales process. Write the business wherever you want.
Immediate Results
Use a program that has a proven track record. This is not your typical lead system.
Appointments will start when you want them to. You will have an onboarding call to go over the details and get your account configured. This is hands down the best appointment and lead system for insurance agents and financial advisers available anywhere.
