Unlocking Unlimited Appointments

We take the hassle out of prospecting and allow you to focus on what you do best!

APPOINTMENT TYPES & OPTIONS

Appointments That Get Results

Explore your options setting appointments with educators, professors, municipal workers, police, fire fighters and much more. Sit back and watch the appointments stack up in your own calendar!

Plans & Pricing

Virtual
Appointments

$49/appt*

*40 appointment minimum

Meet with professionals in education, municipalities and more - from your virtual office!

• No Contract

• We Cater to Your Market

• EFT & Major Credit Cards Accepted

In-Person
Appointments

Gift Basket Effect

Many financial professionals prefer meeting with their clients face-to-face.

Meet with professionals in education, municipalities and more - from your virtual office!

• Geographic Preference

• No Contract

• EFT & Major Credit Cards Accepted

• Age & Asset Capture**

• No Area Restrictions

• Flat Fee for All Prospects

*40 appointment minimum

$89/appt*

$65/appt*

*40 appointment minimum
**Subject to availability

ADDITIONAL SERVICES

Seminar & Webinar Booking

We understand the importance of a full house at your seminar or webinar. Our expertise lies in driving attendance and engagement. We employ a dynamic combination of targeted marketing, strategic outreach, and cutting-edge technology to ensure your event reaches the right audience. With our support, you can focus on delivering an impactful presentation, while we take care of filling the seats. Whether it's a live in-person seminar or a virtual webinar, we've got the tools to make it a resounding success. Let us help you turn your financial insights into a must-attend event!

*20 attendee minimum

MARKETING SERVICES

Email Blast Marketing

With our cutting-edge email marketing system, you can unlock the full potential of our database and drive remarkable results for your product and service promotions.

• 4 blasts, 10,000 contacts per campaign!

• Promote sales & discounts

• Geo-specific campaigns

• Reach your target audience

• No contracts or hidden fees

To learn more about our system and how it can transform your marketing efforts, please contact our team

$1,997 per campaign *

About Premier Appointments

Premier specializes in setting appointments for experienced and dedicated financial agents. We understand the value of your time and the importance of connecting with potential clients who are seeking financial guidance. With our expertise in appointment setting, we take the hassle out of prospecting and allow you to focus on what you do best—providing valuable financial solutions. Our dedicated team ensures that your appointments are tailored to your target audience, creating opportunities for meaningful engagements and building lasting client relationships. Partner with us to unlock the full potential of your financial practice.

Unlock Your Business Potential

Discover a more efficient way to grow your financial practice. Join us and experience the difference of our professional appointment setting service.

Frequently Asked Questions

What happens if the appointment cancels?

Clients are provided with the contact information for someone who has expressed interest in retirement, insurance or financial services. If the appointment cancels we do not charge you. However, if the appointment is a no-show we still charge for the appointment because you are provided with their phone number and email address to be able to reschedule the appointment. If the agent cancels or is a no show, the agent is still charged for the appointment

How do I pay for appointments?

Payments can be made by Check, Electronic Funds Transfer (EFT) or Credit Card Authorization (3% Credit Card fee applies). Appointment cost is based on a single invoice or payment authorization.

What if I want to temporarily discontinue receiving appointments?

Simply log in to the platform and adjust your availability to stop receiving appointments.

How do I close a virtual appointments?

Many appointments are being done virtually via Zoom; Gotomeeting; etc. Most insurance companies have online applications, allow e-signature and accept Zoom appointments as an in-person appointment. Please contact the insurance carrier to learn what their requirements are.

Can I contact the prospect prior to the appointment?

Absolutely! The more contact & communication you have with your potential client, the better. This is a good opportunity to determine if your meeting will be held via a phone or Zoom call.

Are these good leads?

These are not leads, they are actual appointments that are put on your calendar from individuals requesting an appointment with an agent. The greater your availability on your calendar — the more appointments you’ll receive!

How do I start getting appointments?

Contact a Premier Appointments Specialist, they will work with you to establish your demographics & desired territories so we can do the proper research needed to establish your appointments. (Contact a Premier Appointments Specialist HERE)

Contact Us

Would you like to put appointment setting on autopilot? Start using Premier Appointments to fill your calendar today! Fill out the form below and a PA Professional will contact you promptly!