What Producers Say.
Off the first 12 appointments I had 5 real conversations and closed over $1M in premium. Not going anywhere else.
the contact rate has been noticeably better. these are prospects that recognize my call when i pick up the phone.
Closed one of the first few appointments for a large indexed annuity case. Was skeptical. Not anymore.
Show rate. That's the whole thing.
Works.
Been skeptical of every "exclusive" lead source out there. Tried a bunch, wasted a lot of money.
My first appointment closed for around $210k in premium. Second one closed the following week. That was during the free trial period so I hadn't paid them a dime yet.
Signed up for month two on day 31.
Received 9 appointments and have written business for 2 new clients for a total of $800k in premium. First-appointment close rate is up. Cost per close is way down.
Ordered on a Monday. by Wednesday i had appointments on my calendar. Was in profit by the end of the week which is not something ive been able to say with any other lead source.
Only regret is not finding them when I first started buying leads.
Wrote up 3 contracts off my last batch. Not the cheapest but the close rate makes up for it.
Average case has been $300k-$500k in premium. This is not a normal lead source.
I have 30 appointments so far and only had 1 person that did not want to hear from me. Wiith no exagerration.
First appointment 6 weeks ago has become a very good client. That's how i measure lead sources.
The very first appointment netted me an $11,000 commission. Second one paid for the entire year of the service.
No other vendor recorded my calls and let me hear them back. Helpful for tightening my talk track.
By far the most success i've had converting appointments into actual contracts this year.
The 4th appointment resulted in a $120k annuity sale. That's a real number.
Ran a dinner seminar the month before I signed up here. Three attendees. No closes.
Ran their engine the following month. 12 booked appointments, two closes. I don't do seminars anymore.
The math took me about 30 seconds once I saw the numbers side by side.
Been using them a year and a half. Closing around 20% consistently. Not sure what else you want.
Signed up in early Feb. by early May i had submitted around $845k in premium. Not slow.
Would recommend.
If you have any doubts about the process just do the free month….Logan does what he says.
for my surprise the prospects were actually expecting my call and they now who i am from the start. so far around 40% have closed.
Purchased 12 appointments and converted 2 into clients. Return on investment is fine. Better than the direct mail I used to buy.
One appointment closed for a six-figure premium in month two. Client was already mostly sold when he showed up because the phone screening had done the education work.
All I did was structure the recommendation. Normally I spend the first 30 minutes just qualifying. Not here.
Told me on the intro call that my ad budget was on the low end and I should either commit real dollars or wait. Came back later at the right budget. Appreciated the honesty.
Just closed a case on the first 4 appointments for $600k in new assets.
Every appointment has had money in motion. Every one.
Close rate on their appointments is roughly 40%. About double what I saw with previous lead sources. Volume down, quality up, income up.
From 22 appointments i got $950k in assets from one client alone. That pays for the year.
Weekly office hours with Logan mean I actually understand what's happening in my funnel. Above and beyond what I was expecting.
Prospects are the right profile from the start. Better clients bring better referrals. Compounding effect I didn't see coming.
there as been no greater month for my production than the second one with these guys. no clue what im doing different other than the appointments are just better.
Nine months in. Calendar is full. Not much else to say.
Referred two other producers within the first quarter. Both signed. Both still with them a year later. That's how much confidence i have in this.
Setup was hands-off. Ads went live, appointments started, my part was showing up. Nothing broke.
Don't dread the Monday morning calendar anymore. It's full, it's qualified, and I know what my week looks like.
Wrote $1.8M in premium in my first six months. Prior six months I wrote $600k.
Same me. Different calendar.
phone verification step matters….every prospect expecting my call. no cold intros. its not a sales pitch its just what they do.
Better prospects, better cases. Whole cycle got healthier.
The free first month made me trust that they believed in their own system. Turns out I should have too. Renewed on day 31.
I'm 62 and been in this game a long time. Didn't expect to change my prospecting model at this stage of my career. Glad I did.
Client I closed in month one is now a $460k client with three referrals. That one appointment paid for the entire year of service.
I don't think I've ever had a lead source where a single appointment covered the year of costs. Not one.
Every appointment is verified and expecting my call. Show rate alone changed my week.
My carrier told me my case volume was up substantially this quarter. Asked who I was working with. This team.
Retention on my closed clients is higher because the prospects were qualified before I ever met them. They knew what they wanted.
Wrote $2.4M last year, mostly from these appointments. Signing again.
Solid.
I've paid for lead systems, CRMs, dialers, seminars, direct mail, coaching. All of them.
None moved my income like actually putting real qualified people in front of me. Sounds obvious. Nobody delivered it before.
Recieved a few closes in my first six weeks. That was enough evidence for me.
Cost per booked appointment dropped for six straight months. That's optimization, not a sales pitch.
Works as advertised.
weekly reporting email is clean. tells me what i need to know in about 5 minutes.
onboarded in about a week. ads live shortly after. reasonable timeline.
Emails answered same day. Rare enough to be worth mentioning.
Six months in. Steady flow. Not much more to add.
Been using them a couple months, the price is well worth it. Wrote up 4 apps off my last batch.
the ad spend requirement is higher than i wanted but the appointments produce so it's worth it. Alot of my early complaints turned out to be me being impatient.
Not the cheapest option out there but the appointments actually convert. Getting my money's worth. Would recommend if you're the right fit.
