Life Insurance Activity Packages
LifePoint
PLUS
Enhanced life insurance
appointments with pre-qualifying questions
PER HOUSEHOLD PRICING
- When booking a customer for a life insurance program review, we will ask important questions to create a quoting profile before you meet.
$7
LifePoint
ESSENTIAL
Life insurance activity packages
focused on a targeted # of appointments
FLAT MONTHLY PRICING
- This service option provides a targeted number of life insurance program reviews each month with your existing customers.
$595, $745, or $895/month
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.
MONTH-TO-MONTH PLAN
Like a "test drive", this package allows us to show our value while watching how responsive your book is to our approach. Let's see if our service is a good fit for you, and you can always cancel your subscription 10 ten days prior to the next monthly renewal.
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.