FAQs

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 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 an EDU Planning 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 an EDU Planning Specialist HERE)

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