FAQs

No, we believe in an "agency friendly" subscription agreement, because we want long term agency partnerships. We enroll many agents into our 30-day Discovery Plan, where there is no obligation to any future payments for services after that. We may offer customized pricing for engaging in a 3 or 6-month partnership and forgoing the Discovery Plan. If you choose to renew for a 3 or 6-month partnership, then the monthly fee and your obligations are laid out in our Terms of Service.

Our team schedules appointments for the agent or producer to review life insurance as a risk for the customer. We also have campaigns targeting a "Retirement Risk Review" and "Long-term care risk review". We are not asking if a customer wants a quote for products, as we feel this is ineffective for a good customer conversation and we are not licensed and appointed. We are scheduling with a customer who wishes to review the risk, and may or may not have a current life insurance program in place. If appropriate, our team will provide any information provided by the customer to assist the agent/producer in the review. Our team will also help to coach the agent/producer in how to most effectively approach the review during a separate educational meeting with no agency customers in attendance. A similar method is used on financial review appointments, although getting the agent's assistance in targeting a different demographic in their book of business. If you choose LifePoint Plus service, our calling associates will attempt to gather customer information in anticipation for a quote with a licensed producer in your agency. Contact us with more questions, we're happy to provide more clarity if needed.

Our month-to-month plan allows an agent to cancel at any time prior to the next month's renewal date with 10 days notice, with no extra fees. Contact your Account Manager or email support@lifepointcalls.com to let them know you would like to suspend your subscription.

For our guaranteed packages, if we miss a monthly appointment commitment you are free to discontinue our service, no questions asked or extra fees charged.

We will call your customers until we have met our scheduled appointment commitment for that month. Your Account Manager closely monitors the number of prospects you have provided to us to maintain a healthy list of names for the Calling Associate to call.  Appointment guarantees do not apply to our LifePoint Plus pre-qualifying packages.

You will be assigned an Account Manager and a Calling Associate.  Your Account Manager is your main point of contact and your agency partner.  The Calling Associate reports to the Account Manager and handles the day to day outbound calling to your customers.

Yes, we have bi-lingual English/Spanish calling associates to serve your Spanish-speaking customers. Just let us know and we'll accommodate your needs.

Your Account Manager will request lists from you directly.  We take your list and upload it for you in our system.  Each agency partnership is unique and our Account Managers work with you to minimize the time required on your side to make this process as seamless as possible.  

We can easily assign our scheduled appointments to a skilled sales producer or a Financial Specialist. Our team will ensure coordination with every stakeholder involved and provide detailed feedback on outcomes to enhance accountability and effectively measure ROI.

Our activity packages are crafted to empower your sales team to concentrate on what they do best—direct client engagement—freeing them from the time-consuming task of scheduling appointments.

The majority of our appointments are scheduled on the first call to the customer, however, we will continue to give them opportunities to schedule with you if they don't respond initially. We will continue to reach out to customers on your list until we satisfy the appointment commitment we have made to you for the month.

Sometimes we speak to a customer who is not ready for a life insurance appointment, but would like a review of their other coverages.  We will communicate these requests back to the agency so your team can take action if you choose to schedule time with the customer.

Our "no-show" policy applies to our guaranteed packages only, not LifePoint Plus pre-qualifying service. An agency should notify us of a customer "no-show" using our easy web form (www.lifepointcalls.com/meetingfollowup) or email (support@lifepointcalls.com) within 48 hours of the scheduled meeting time. If notified correctly of the "no-show", LifePoint will replace up to 3 no-show appointments per month with new appointments from the agent's book of business. For more information on our appointment replacement or cancellation policy, please visit our Terms of Service.

We will follow up with your agency on EVERY scheduled appointment and replace up to 3 "no shows" per month. We'll also ask to get feedback from you on EVERY appointment, so we know how things are working for you. We want to assist in keeping every opportunity moving forward, and we'll track results of our partnership so we can ensure we are adding value. 

Our 3 and 6 month partnership agreements include sales coaching for both the agent and their staff.  Sales coaching includes overcoming objections, sales tips, improving sales language, etc. 

But, we take this all a step forward and teach you the LifePoint Sales Flywheel.  The value this brings to an agency is what sets us apart from a basic scheduling service.

Based on the package you choose, we will set up an automated billing process for you.  You will be able to pay your monthly fee by credit/debit card or bank ACH.

For a Discovery Plan, an agent will pay their first invoice during their onboarding window prior to the first month of calling service. This is generally 1-2 weeks prior to the service (calendar month).

We want you to be an ongoing customer of LifePoint when you need our services. We don't feel the need to charge you any extraneous or "hidden" fees that may put a bad taste in your mouth and keep you from working with us again. The only additional fees would be a late fee for 15 days or more past due or an insufficient funds fee on a bank ACH draft.

We will take $100 off your next month's service fee if you refer an agent who signs up with us.  The new agent can choose any of our packages and the referral credit will be applied to your account. Agents can apply one $100 referral credit to be applied during a single month of service.