Our team specializes in contacting third-party endorsed response cards through Unions and Associations, as well as reaching out to existing policyholders of insurance products. We do so on behalf of licensed professionals within the industry.
When the minimum required number of presentations in the package is reached, Book-Smart reserves the right to close the package. Upon confirmation of your renewal, any additional presentations beyond the package minimum will be carried forward to the subsequent package.
If you exceed the agreed-upon number of presentations during the service period, an additional charge of $50 per presentation will apply.
If we fall short of the agreed-upon minimum expectation during the service period, our team of appointment setting experts will continue to work diligently until the agreement has been fulfilled. This continuation is contingent upon having sufficient resources and schedule availability to maintain the specified service level.
Our team of experts is well-versed in the latest industry-leading technology. We can seamlessly adapt to your business’s preferred internal platform for organizing schedules. Additionally, we highly recommend using Calendly to optimize your show ratio.
We understand the importance of professionalism and respecting our customers’ time. Every rescheduled appointment is a disservice to our members. If you find yourself unable to work on a scheduled day, you have two options:
(a) Provide those appointments to someone else within your organization to avoid reschedules.
(b) Be charged an additional $25 per appointment scheduled on that respective day.
Book-Smart’s role is to schedule appointments using the resources provided. We ensure that all relevant parties are present for the presentation at the designated time. However, the outcome of that presentation lies with you as the representative. Regardless of duplication, all scheduled appointments count toward our service.
Book-Smart’s primary responsibility is to schedule appointments using the provided resources. Each appointment is set up with a clear expectation of a two-part meeting:
Please note that Book-Smart will not schedule appointments with clients who are not open-minded and receptive to following the proper meeting agenda.
If we encounter challenges in reaching your workable leads, we may request that you conduct an audit on your leads. This audit helps us ensure the continued effectiveness of our efforts. During this process, dialing activities may be temporarily paused until the audit is complete and the required number of workable leads is confirmed.
Your feedback plays a crucial role in our daily operations. Without your input, we cannot proceed with the following day’s tasks. Once all previous appointment statuses are updated based on your feedback, operations will resume.
If a renewal is received and there are sufficient resources to support it, Book-Smart will continue dialing without any pause between packages.
If your account needs to be paused, Book-Smart will temporarily suspend services. During this period, we will send you a prorated invoice based on the activity provided up to that point. Once you return to work, your package will resume as usual.
Each agent will have access to a private tracking software that provides live updates on all appointments scheduled and attended during the servicing period.
Book-Smart reserves the right to close your package at a pro-rated amount if resources are not sufficient for fulfilling service.
At Book-Smart, we prioritize personalized support for every agent. Each agent is assigned a dedicated Customer Experience Associate (CEA) who is available to assist you during the following hours:
Should you need assistance beyond your designated CEA’s availability, feel free to reach out via email to admin@book-smart.ca. Our team will promptly address your inquiries.
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