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Pre-Qualified Appointments That Close

Most agencies leave you frustrated with unqualified "leads" and hours of calling for your staff.

We both know to scale your practice, generating 'leads' is not enough, you need financially qualified people in your practice that actually show up and want help.

So we built a proprietary system to prequalify every appointment we schedule for your office - 100% done-for-you.

Appointment Information 

Done for you.

✅ Name, Age, DOB

✅ Occupation / Credit Score

​✅ Card on file to reserve 1st appointment

✅ Spouse Invited to Consultation

✅ Insurance Carrier & Policy Number

✅ Summary of Condition / History