Performance Guarantee
We GUARANTEE our appointments will take place. We cannot guarantee the person you are meeting with is prepared to make a buying decision the day you meet them, or that they are the only person involved in making decisions about benefits.
- It is your responsibility to be on time for your Guaranteed Meeting.
- Do not contact the prospect in advance for any reason. It invalidates the guarantee the meeting will take place. The prospect has agreed by phone to meet and has already been sent an email confirmation with your name and email address.
- Remember the prospect has agreed to meet with you, not make a purchase on the day of your first or any future meeting.
- Do not send someone other than yourself to meet the prospect. The prospect agrees to meet with you specifically once the Guaranteed Meeting confirmation email has been sent to the prospect. Note it is sent immediately and automatically when you complete your payment for your purchased Guaranteed Meeting.
- Once the appointment has taken place, work directly with the prospect to follow up.
- If the meeting does not take place email us immediately by replying to your original appointment email from us and it will be reset for you. If the meeting cannot be reset with the prospect, it will be replaced as long as you were on time for the meeting, did not contact the prospect in advance of the meeting or otherwise unreasonably ruin the opportunity or assign another person to take your place at the meeting.
What is a Guaranteed Meeting?
A Guaranteed Meeting is an exclusive opportunity to talk and meet specifically about voluntary benefits to discuss what it can do for a company and its employees.
Prospects are decision makers or decision influencers for employee benefits with a company that does not presently offer voluntary benefits, has no less than 7 total employees, and are presently located at their headquarters location.
Guaranteed Meetings are described as brief to the prospect with a specifically defined minimum ten to fifteen minutes to meet physically and in person. Our use of the word ‘brief’ is not left open to interpretation. voluntary benefits agents use the initial brief meeting to establish rapport and interest in at least two or more voluntary benefits insurance products. The products discussed are usually geared to something personally of interest to the prospect to keep voluntary benefits relatable to the prospect personally and establish voluntary benefits as something they want for themselves. Consistent follow-up after the Guaranteed Meeting is what turns the opportunity into an established voluntary benefits account.
How is a Guaranteed Meeting different than an appointment to drop off information?
A large part of voluntary benefits marketing is to send pairs of voluntary benefits agents cold calling, door-to-door to drop off information as part of a local canvassing effort to meet new companies ultimately establish voluntary benefits accounts. We have found very few companies who have not met a pair of voluntary benefits agents with flyers to drop off and business cards to leave behind.
This is something we explain specifically to prospects we do for our expert voluntary benefits agent clients and we make great efforts to differentiate ourselves from. We will not set up a Guaranteed Meeting unless it is clearly understood we are setting up a brief meeting, with a specific minimum time allotted for the meeting to take place.
Payment
Payments are made through our website at the time of accepting the offer of our appointment email.