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Losing Appointments: I am missing out on appointments to other agents. I thought I was the only agent in this zip code.
We only allow two agents to sponsor one zip code to ensure all our zip codes have coverage. As you receive text messages for appointments, you want to make sure you claim them quickly not to lose out on any opportunities. We do offer exclusivity which means you can sponsor both spots in one zip code. We will only res…
Pause Appointments: What happens if I am out on vacation for a few weeks, can I do phone consultations or what happens to those appointments?
There is no way to pause referrals, but good news is if you receive a referral opportunity text and you're not available, whether due to vacation or general schedule you can either ignore the text or reject the referral. This will not negatively effect your scorecard or rank.
Does the agent get a text once a referral has been claimed?
If a referral is claimed by another agent, all agents who were previously texted for the opportunity to claim will receive the below text
How long do I have to accept a appointment via text before it's sent to the other agents in line?
Depending on your rank you will receive the opportunity to claim a referral appointment via text at different times. We text agents in the order in which they are ranked. Agents ranked in the top 5 each have 30 minutes to reply before we text the next agent. For example: First we text agent 1, if they do not…
Are these confirmed appointments?
Each consumer gets a confirmation email as soon as the appointment has been claimed by an agent. The consumer then also receives a reminder text 24 hours prior, and 1 hour prior to the appointment.
