FREQUENTLY ASKED QUESTIONS
You’ve Got Questions, We’ve Got Answers.
For policy review appointments, we will make up to three attempts to contact each name you provide, leaving a message on the third contact attempt, if necessary.
It will display your office’s area code and the name of your agency (or carrier). For example, a call on behalf of Jane Brown Insurance, in Denver, would display as BROWN INSURANCE (303) 555-1234. If Jane Brown Insurance was a Farmers agency, it would appear as FARMERS INS, (303) 555-1234.
It’s rare, but when asked, we acknowledge that the call is originating from your scheduling office.
We confirm policy review appointments one business day ahead of time.
We replace up to 3 no-shows each month at no additional charge. We do ask that you inform a member of the Customer Success team within two business days if a no-show occurred.
If you have provided us with the number of names we ask for, we guarantee we will schedule at least as many appointments that you have requested.
Just let a member of our Customer Success team know and we will reschedule for you at no additional charge.