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Scroll down for a discussion on Final Expense Appointment Setters within the Senior Insurance Forum.

Hi, Is anyone here using any pre-set appointment services for final expense ? I'm looking for feedback on what's out there good and bad. I'm ...


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Old 01-16-2009, 02:32 PM   #1
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Hi,

Is anyone here using any pre-set appointment services for final expense ? I'm looking for feedback on what's out there good and bad.

I'm trying to increase my activity but want to get in front of qualified, interested people not just warm bodies.

Thanks
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Old 01-16-2009, 04:48 PM   #2
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Only one answer so far as I'm concerned. Do a search for "hoosierdaddy" on this forum. If you are a salesman (not an order taker) you are going to find yourself busier than....(insert cliche here). I've gone from writing 8-10 apps/month to......well......lots and lots more. In the final expense business you can be the greatest salesman ever borneded and you'll be broke without a steady flow of fresh leads. I don't care what you do, but Uncle Sam is gonna need LOTS and LOTS of tax dollars to survive the "perfect storm" of spending during the next several years. I know I'll be doing my part, but I'd like some help. All kidding aside, you'll make more money and help more people. Sounds like a no brainer.
- - - - - - - - - - - - - - - - - -
By the way, preset appts are a waste of time IMO. If you can learn a very short, basic phone "script" you can set your own leads and two things will happen. Expenses will be lower and Income will be higher. That's good, right?

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Old 01-17-2009, 08:05 AM   #3
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Thanks for your response ! I sent an email to "hoosierdaddy" hoping to hear from him soon.

I have mixed feelings on the pre-set appointments, I am very comfortable on the phones and can book quality appointments for myself from fresh leads, but my concern is that if I could out source it, I could run more appointments in the time that I am currently spending on the phone.

I haven't bought any pre-set appointments for final expense yet but I have had some real garbage in the mortgage protection and annuity arena with them and had so called "appointments" with people that never wanted to meet anyone and had no clue why I was there and wouldn't even let me in the house so I'm afraid of getting burned again.

One thing that did work for me in the past was I had local college student come in and call my leads for me for 10 hours a week while I was out on appointments and she was very good at filling in my schedule with quality appointments. The difference here though was that I trained her myself and she was calling fresh leads. She left to do a college semester over seas but is home now so I am considering hiring her back as well.

Again, I've heard a lot of good things about "hoosierdaddy" on this forum (I've been lurking for a while) and look forward to speaking with him. He is obviously successful with what he is doing.

Thanks again for your response and have a great weekend !
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Old 01-17-2009, 08:41 AM   #4
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Originally Posted by BigG View Post
Thanks for your response ! I sent an email to "hoosierdaddy" hoping to hear from him soon.

I have mixed feelings on the pre-set appointments, I am very comfortable on the phones and can book quality appointments for myself from fresh leads, but my concern is that if I could out source it, I could run more appointments in the time that I am currently spending on the phone.

I haven't bought any pre-set appointments for final expense yet but I have had some real garbage in the mortgage protection and annuity arena with them and had so called "appointments" with people that never wanted to meet anyone and had no clue why I was there and wouldn't even let me in the house so I'm afraid of getting burned again.

One thing that did work for me in the past was I had local college student come in and call my leads for me for 10 hours a week while I was out on appointments and she was very good at filling in my schedule with quality appointments. The difference here though was that I trained her myself and she was calling fresh leads. She left to do a college semester over seas but is home now so I am considering hiring her back as well.

Again, I've heard a lot of good things about "hoosierdaddy" on this forum (I've been lurking for a while) and look forward to speaking with him. He is obviously successful with what he is doing.

Thanks again for your response and have a great weekend !

I saw a post that said the person did a 1000 mailer drop for final expense got 10-15 leads back and bought the list the mailer was sent to and called those folks.

This might be the way to go. Seems like the best of both worlds.
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Old 05-20-2009, 10:04 PM   #5
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Originally Posted by BigG View Post
Thanks for your response ! I sent an email to "hoosierdaddy" hoping to hear from him soon.

I have mixed feelings on the pre-set appointments, I am very comfortable on the phones and can book quality appointments for myself from fresh leads, but my concern is that if I could out source it, I could run more appointments in the time that I am currently spending on the phone.

I haven't bought any pre-set appointments for final expense yet but I have had some real garbage in the mortgage protection and annuity arena with them and had so called "appointments" with people that never wanted to meet anyone and had no clue why I was there and wouldn't even let me in the house so I'm afraid of getting burned again.

One thing that did work for me in the past was I had local college student come in and call my leads for me for 10 hours a week while I was out on appointments and she was very good at filling in my schedule with quality appointments. The difference here though was that I trained her myself and she was calling fresh leads. She left to do a college semester over seas but is home now so I am considering hiring her back as well.

Again, I've heard a lot of good things about "hoosierdaddy" on this forum (I've been lurking for a while) and look forward to speaking with him. He is obviously successful with what he is doing.

Thanks again for your response and have a great weekend !


While i have never met "hoosierdaddy" i feel like i know him i think he is a god(little g) i would like someday to just walk in his shadowit seem like i used a lot of i's dosent it i will try to do better
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Old 05-21-2009, 05:03 PM   #6
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Originally Posted by AgentBartlett View Post
....from writing 8-10 apps/month to......well......lots and lots more. In the final expense business you can be the greatest salesman ever [COLOR=red]borneded[/COLOR] and you'll be broke without a steady flow of fresh leads.....

WTF is [COLOR=red]borneded[/COLOR]?
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Old 05-25-2009, 03:22 PM   #7
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Don't waste your time on pre-set appointments. I set some with a company called Team Tech solutions, Justin Ortiz and Nena Pardue. Let me tell you all they have to do is be breathing and they set an appointment with them. I never had one conversation with anyone who had a clue. You might think it is better to farm it out to allow more time to sell, but the quality just won't be there.
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Old 05-25-2009, 03:57 PM   #8
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Sell over the phone and get quality HOT fresh Live Transfers or TeleMarketed Pre-Screened Leads.

If you are doing Face to Face - then get the leads and set the appointments yourself.

Tom
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Old 05-26-2009, 08:27 AM   #9
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I am going to buy a list and do my own calling and see how that works.
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Old 05-26-2009, 08:34 AM   #10
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Appointment setters are not supposed to qualify - it's not their job. Their only job is to get agents in the door and typically they say things like "free assessment" or "free information."

If you're gonna run pre-set the goal is around 4 appointments a day and you close a few deals a week.

I see agents looking for "qualified" pre-set appointments. You only get those when you're doing the calls.
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Old 05-26-2009, 10:13 AM   #11
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I recently signed up for pre set medicare supp appointments from www.affordablemedicareleads.com, they have pre set FE appointments, www.affordablefinalexpenseleads.com, I bought 25 of them, I start them this week.
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Old 05-26-2009, 01:04 PM   #12
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Originally Posted by emptyeternity View Post
I recently signed up for pre set medicare supp appointments from www.affordablemedicareleads.com, they have pre set FE appointments, www.affordablefinalexpenseleads.com, I bought 25 of them, I start them this week.

Please let us know how those turn out.
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Old 05-27-2009, 08:57 AM   #13
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Well guess what?That's not what they said to sell me appointments and thats not what they showed me the phone script to be or I would not have bought them. I can set up appointments all day long to drop by with there free info. Just another bogus telemarketing company taking advantage of agents trying to work and make a living.
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Let me know how it works out?

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Old 05-27-2009, 12:21 PM   #14
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Their price is good - just you have to pay so much in advance.

There are many choice out there with less out of pocket.

Tom
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Old 05-27-2009, 01:09 PM   #15
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Originally Posted by myinsurebiz View Post
Their price is good - just you have to pay so much in advance.

There are many choice out there with less out of pocket.

Tom
Any that come to your mind?
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Old 05-27-2009, 06:03 PM   #16
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BTW, I talked to the about the "just handing free info out" on the script, the cool thing is they will go over the script with you (its in the contract), and they add notes to it. The CSR told me they do do that, telling people you are dropping info off, and they are taking it out of the script. So we customized the script, I start either friday or monday, I will keep you all posted
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Old 06-11-2009, 08:22 AM   #17
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I have a few girls that are going to set Final Expense appointments for me, but I do not have a good script.
Their only job is to get me in the door. Their job isn't to sell anything at all, other than the appointment.
If anyone has a effective phone appointment script, I would really appreciate any guidance and/or advice you might have.
Please do not send me advertisements on lead company's.
I'm not in the position to spend anymore cash. All I (and my family) desperately need is a phone script, that will get me appointments.
Please Help!!!
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Old 10-03-2009, 04:55 PM   #18
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Originally Posted by emptyeternity View Post
BTW, I talked to the about the "just handing free info out" on the script, the cool thing is they will go over the script with you (its in the contract), and they add notes to it. The CSR told me they do do that, telling people you are dropping info off, and they are taking it out of the script. So we customized the script, I start either friday or monday, I will keep you all posted
How did these appts work out for you?
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Old 10-03-2009, 05:18 PM   #19
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Originally Posted by emptyeternity View Post
I recently signed up for pre set medicare supp appointments from www.affordablemedicareleads.com, they have pre set FE appointments, www.affordablefinalexpenseleads.com, I bought 25 of them, I start them this week.
Yeah, how did those work out? When you bought them Mark Wofford of BlackBox Technologies was the one providing them and I was marketing his services. Since then, he and I have parted ways, but I kept the sites and use them to sell some telemarketing, but mostly use it as a way of recruiting agents because that's where most of the money is.
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Old 10-27-2009, 04:52 PM   #20
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Lead champion used to be good at final expense, dont know if they still are....but they also send you a lot of crap too

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