PRESET APPOINTMENT SERVICE TERMS AND CONDITIONS

(Option #2  DIRECT MAIL or Option #3 AGENT SUPPLIED LEADS)

An appointment shall be considered chargeable if:

1. You contact the appointment FOR ANY REASON BEFORE OR AFTER the schedule appointment time.
2. You, or your agent, DO NOT CALL US (605 362-2576 Ext. 4) from the address (location) of the appointment during the 30 minute window the appointment was set for IF FOR ANY REASON (no exceptions) YOU (or your agent) ARE UNABLE TO MAKE A PRESENTATION. If you cannot speak with our employee, you must leave a voice mail. 
3. The only exception will be if you have been notified by Us that the appointment has been cancelled or rescheduled.

WE AGREE TO:

Set appointments ONLY when all the buying parties will be present and able to participate.

Set appointments ONLY when al least one of the prospects is 70 or younger.

Set appointments ONLY when the prospect has shown enthusiasm for the visit and service.

Set appointments ONLY when at least one English speaking is present and able to translate.

YOU AGREE TO:

To provide LifeLeads.net a PROPERLY COMPLETED copy of the Excel Schedule/Report of days and times for the following fourteen (14) days for which you would like appointments made on your behalf by 5PM CST FRIDAY of each week.  This schedule will include at least six (6) hours of availability between the times of 6PM and 10PM, Monday through Thursday, each week. 

You agree that your failure to provide LifeLeads.net with an updated schedule as specified could result in a service fee, suspension of service, and/or a termination of your account.  You agree to email the schedule to:

appointmentscheduling@lifeleads.net.

NOT CONTACT THE APPOINTMENT IN ADVANCE OF THE PRESENTATION, FOR ANY REASON, once the appointment has been made for you.  If you are unable to find the address for the appointment you agree to call us for assistance.  YOU AGREE THAT CONTACTING THE APPOINTMENT FOR ANY REASON IN ADVANCE OF THE PRESENTATION, SHALL CAUSE YOU BE CHARGED AS IF YOU HAD DEVELOPED A SALE FROM THAT APPOINTMENT.

Call us FROM THE PROSPECT’S TELEPHONE if you arrive at the designated place and time and find that one or more of the buying parties are unavailable.  You agree to IMMEDIATELY call us from the closest available phone if you are unable to gain entrance to the prospect’s home.  If you are unable to speak to someone at LifeLeads.net, you agree to leave a DETAILED message on our voicemail regarding why you were unable to make the presentation.

Contact us by telephone NO LATER THAN the beginning of the designated appointment time if you believe you will be unable to arrive at the designated place within the thirty (30) minute window provided.

Be at the appointment on time, prepared to make a presentation and overcome the normal objections you would expect to hear when asking for a sale.  You also agree to be interviewed by a qualified representative of LifeLeads.net during the service ordering process to be assessed as to your closing ability.

That appointments will be set for a thirty (30) minute “window”.  This means the prospect will be told you will arrive between 6:00 and 6:30 PM, or between 7:30 and 8:00 PM.

Not contact or visit a prospect again, and inform them of the same, if you have not taken an application for insurance during your presentation from the appointment we set for you, or made a firm date and time to return to take such an application.

FEE STRUCTURE

Appointment that sits (you could have made a presentation)  $30

Failure to provide an updated schedule as described above

$30 (per week)

Failure to provide an appointment report as described above

$30 (per appt.)

You will be charged for an appointment “sit” if you make a presentation (defined as providing one or more prospect enough information where THEY believe they can make a decision) but do not make a sale, or a specified date and time to visit the prospect again for the purpose of completing the sale.  A “sit*” is considered an appointment that you make a sales presentation (offer product information or rates to) of any type to one or more of the prospects associated with the mortgage; an appointment where the prospects associated with the mortgage where available at the time and place the appointment was set for and you did not arrive on time; an appointment where you contacted the one of the prospects associated with the mortgage AFTER the appointment was made.

*If we schedule four (4) or more appointments for you within the same four (4) hour period and you cannot arrive at one of them on time, we will not charge you for a sit if you have made at least one sale from that group.

You will be charged for an appointment “sale” if you make a presentation and take an application for an insurance product.  A “sale” is considered an appointment that you make a sales presentation (offer product information or rates to) of any type to one or more of the prospects associated with the mortgage and; an application for an insurance product is developed; an objection that is described and covered in the LifeLeads.net’ Sales System is provided by the prospect and the agent was not properly prepared to overcome it; the agent agreed to contact or re visit the prospects associated with the mortgage, or agree to allow the prospect to contact the agent, at a later time without setting a specified time and date to return complete the transaction.

"On time" will be considered arriving no earlier than the beginning of the window and no later than the end of the window.

A “prospect” or “buying party” is considered a participant in the applicable mortgage, or someone WE have identified as a decision maker in the buying process.

Leave funds in the amount of One Hundred Dollars ($100) on deposit with us for each ten (10) leads or lesser amount you provide us to set appointments for you in order compensate us for our services.

Sell Insurance By Telephone

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Appointment Making Service

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Proven Sales System including phone and sales scripts, overcoming objections, and sales aides.

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