Need More Appointments? We Can Help!

CreativeOne has developed a scalable, performance-based appointment-setting program for producers designed to take prospective clients from names on a list to in-person appointments.

Converting leads and prospects isn’t easy, but to meet your business goals, your prospect list needs to be tended to every day. That’s a daunting task for most producers who would rather spend their time nurturing relationships and closing sales. CreativeOne can help by making those calls for you! Our professional team can jump start the sales cycle with prospects, to potentially gain you new business.

Sound too good to be true? It’s not. Here’s how it works:

  1. Provide your old and cold prospect list.
  2. Our professional team makes calls on your behalf.
  3. You provide access to your calendar; we set the appointments.
  4. We measure success.

Throughout the process, you have CreativeOne in your corner to warm up leads and set appointments. You can even use your Business Accelerator marketing credits to cover the cost of this appointment-setting service.

Want to learn more about how we can help you convert prospects to actual sales? Contact your sales team at 800.992.2642 today for more information.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Broker-Dealer and Registered Investment Advisory services provided by Client One Securities LLC. Member FINRA/SIPC. Client One Securities LLC is a wholly owned subsidiary of CreativeOne. This program is an exclusive offer through CreativeOne’s Dynamic Marketing Portal to a third-party vendor and is only available to agents who are contracted with CreativeOne. Production requirements apply. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. Producers are solely responsible for compliance with all laws and government regulations. This includes, but is not limited to, compliance with state insurance advertising, lead generation, rebating and inducement regulations as well as any applicable carrier and/or Broker Dealer requirements.


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