I Am An Agency Owner And Team Builder, What Benefits Can I Expect To See Agency Wide ? 

On average we increase the number of appointments or Live Transfers by 10-25 per agent per week, by removing 2-3 days of telemarketing and adding 2-3 days of selling.


We are often told by our agencies that promoting the fact agents can have pre-set appointments as well as live transfers is a significant plus to recruiting and retention.

How Many Live Transfers Can I Receive Per day?
How Many Appointments Can I Have Booked Per Day?
With Covid 19 Can You Still Set Field Appointments For Me?

You can expect 1 live transfer every hour.

We can send up to 10 live transfers per day.

Every agent has their own preference and pace they prefer to work:


Some agents only spend half the day taking live transfers some want to take Live Transfers from Sun up to Sun down.

Every agent has their own preference and pace they prefer to work:

5 appointment per day booked 2 hours apart.

7 appointments per day booked 1.5 hours apart.

8-10 appointments per day booked every hour on the hour.

The agent is free to choose any pace that suits them.  

Note:  All schedules will need to be approved for availability.

In keeping with the current times we do offer field appointments as well as the alternative of the phone appointment.

If  the prospect is hesitant.  We will first offer for the agent to come to the home and have the prospect show their ID thru the glass.  Then the agent will call them from their car in the driveway or they may choose to invite them in upon seeing the agent.  Also sitting outside with provided chair is an offered alternative.


We do not currently set for Annuities.  However we will be adding this service in the near future and are accepting inquiries at this time.

How Do I Transfer My Weekly Leads To You?
How Do I View The Appointments That You Set For Me?

For lead transfer we simply set up a shared Excel WorkBook for you or you may share your lead vendors fulfillment spreadesheet.

We set up a shared Google Calendar for each client.  The appoiintments are posted into the calendar in realtime so that 24/7 you may view your upcoming  schedule.

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Olympia, Washington

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