Your go to appointment setting agency for insurance and financial advisors.
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On average, we convert 20%-35% of our leads to a qualified appointment. With our minimum order quantity of 10 appointments, you should be closing at least 10% of those appointments.
There is no straight forward answer for this question. It depends on what licenses you have, how you want us to market yourself/your company, and what broker dealer or RIA you're with. Compliance could also vary state to state. The best way to deal with this is to put us in contact with your compliance officer to ensure everything is set up properly with the right disclaimers and licensing information on your funnels and marketing material we create for you.
Zach is insurance licensed and has his license parked with a couple of IMO's he works closely with. However, we do not push any clients, advisors or agents towards any particular IMO/FMO unless they ask us for recommendations.
It depends. For annuity and investment advisors, it's closer to 60-90 days on average before any new business is submitted. Sometimes even longer. The life insurance side is much quicker.
The main difference between Moonlight Media and most marketing companies and programs is that we value our organization based off of customer success. That's why communication and support are two of the most important parts of our company. Marketing methods and strategies change all the time, so we'll stay on top of the trends and patterns in the marketplace to ensure you're consistently getting leads and appointments on your calendar.
All of our appointment setters come with a 100% satisfaction and lifetime guarantee. If for some reason one of our setters doesn't work out for your business or if some random life event happens and they need to be replaced, we have a lifetime guarantee. Simple solution, we will find a new one for you.