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Smilin’ and Dialin’ for You

Monday Morning Michelle's

Phone Icon (618) 974-1900
Monday–Friday, 7 a.m.–7 p.m.
Saturday, 8 a.m.–12 p.m.

Testimonial:

"I've worked with Michelle's appointment setting team since 2014. They have consistently done a great job setting my face-to-face final expense appointments for many years, and know of many top producers who also use her services. If you are looking for a quality appointment setting solution, I highly recommend Monday Morning Michelle's."  David Duford.com

DavidDuford.com

Appointment Setting Services

APPOINTMENT SETTING: 
Sometimes the Lead will ask what the Agent looks like that is coming to your house - So if you just jot down a description of yourself - that would be great. 

Here is how our process works - Please review it and let me know if you have any questions 

 The agent will  provide us with days/times they run. Example: Tuesday 9AM-7PM with a hour in between appointments, That tells us you want 9, 10, 11,12,1,2,3,4,5,6,7 or 1.5 hours in between if more rural areas and so on. At the end of each night we send you a copy of the schedule and of course you can always look into the shared excel sheet as well and see them throughout the day. But we send at the end of the day a report to you that shows your schedule.

 WE SET FOR MONDAY- THROUGH SATURDAY.  (WE NOW HAVE  A STAFF FOR WEEKEND CALLING FOR MONDAYS) 

You will have access to schedule and leads page shared on our google drive - You will get a schedule emailed to you nightly of your next business day appointments. 

 LEADS: If you send leads in PDF then we have to hand type them into the google drive and their will be a $25 Charge per week, If you choose to hand type them into an excel sheet and send them over - there is no charge for Set up. 

 charge 25.00 for a Local number fee  every 3 months (this will be billed with your initial set up invoice)

one time - $200.00 SET UP FEE  on new agents - - WE DO NOT REFUND SETUP FEES.

THE 200.00 IS NOT A DEPOSIT - IT DOES NOT GO TOWARDS ANY APPOINTMENT SETTING - IT IS SIMPLY A START UP FEE. FOR US TO START YOUR ACCOUNT,  MATCH YOUR CALLER AND SET YOU UP. 

 


Pricing is as follows:

At the end of the week, we will invoice you for ALL appointments scheduled - If you did not see one because they no showed - Please send an email so that it can be RESET for you. 

 

Required: you are required to send at least 25 Fresh leads per week.

 

Final Expense = $20.00 an appointment set...(Price Change as of July 1st 2020)

Medicare = $ 22.00 an appointment set...with NO qualifying questions (Price Change as of Jan 1st, 2020)

Mortgage Protection = 25.00 Per booked appt with  or without qualifying questions on health history, NO BANK INFO QUESTIONS. 

 

Each appointment will have a copy of the recording of the Conversation. If they No show we will try to reset them for you, but you are charged for each appoitnment.