Life Appointment Packages
**CARRIER DISCOUNT** - You likely qualify for discounts through your affiliation (contact us for your pricing)
Step 1: Choose how many guaranteed life appointments you want scheduled per month
10 Life Appointments per month
A great service option for most agencies INCLUDES a "no-show" policy!
- Imagine what another 10 life insurance review appointments would do for your agency results and retention!
$595/month
15 Life Appointments per month
Our most popular service option INCLUDES a "no-show" policy!
- This is a great choice for medium to large sized agencies with a focus on many lines of business.
$745/month
20 Life Appointments per month
A great option for large agencies INCLUDES a "no-show" policy!
- Most large agencies have producers who could benefit from life insurance appointment setting done for them.
$895/month
Step 2: Choose your LifePoint service period
30-Day Discovery Plan
A great way to "test drive" our service
- 10 Appointment guarantee
- Dedicated Account Manager
- Assigned US-based Scheduler
- Generous "no-show" policy
- Propensity to buy expertise
- Communication on customer issues
Included in monthly plan
3-month Partnership Plan
Allow us to capture more opportunities
- 10, 15, or 20 Appointment guarantee
- Dedicated Account Manager
- Assigned US-based Scheduler
- Generous "no-show" policy
- Propensity to buy expertise
- Communication on customer issues
- Sales coaching for agency life producers
Included in monthly plan
6-Month Partnership Plan
Maximize the LifePoint partnership
- 10, 15, or 20 Appointment guarantee
- Dedicated Account Manager
- Assigned US-based Scheduler
- Generous "no-show" policy
- Propensity to buy expertise
- Communication on customer issues
- Sales coaching for agency life producers
- Customized Life Campaign Strategy
- Additional $50 monthly discount
Included in monthly plan
When it comes to life insurance, awareness and engagement is key.
As you know, the more times we can reach out to a customer about the importance of life insurance, the more likely they are to ENGAGE.
Sometimes, it can take a few conversations.
Let us help you choose the right time frame to create OPPORTUNITIES.
30-DAY DISCOVERY OPTION
Like a "test drive", this discovery period lets us show our value, and we guarantee 10 life insurance appointments scheduled. Let's see if our service is a good fit for you. After the 30 days, you'll decide on a 3-month or 6-month period to work with us.
3-MONTH PARTNERSHIP
Our most popular service, this allows your Account Manager/Calling Associate team to make multiple appropriate attempts at scheduling an important life insurance review meeting. We include a generous "no-show" policy and a producer sales coaching session matched with your appointments.
6-MONTH PARTNERSHIP*
The best option for larger agencies, this 6-month partnership is our full service offering. It includes producer sales coaching and a customized life insurance marketing strategy implemented in your agency. A great fit for teams that have sales specialists that want to add life insurance to their skill sets.
*$50 monthly discount available for this service period