Book-Smart

Frequently Asked Questions

1) How do I qualify to work with Book-Smart?

To reach our full potential, our team must align with our clients on proper preparations and effort to meet their goals. To qualify to work with Book-Smart, you must meet the minimum lead inventory for your selected package, with leads exclusively available for Book-Smart to call, and maintain a sufficient working schedule.

Bronze package: Requires at least 25 hours per week
Silver package: Requires 30-40 hours per week.
Gold package: Requires 40+ hours per week.

Book-Smart does not take on agents working less than 25 hours a week.

2) What type of clients do we call?

Our team specializes in contacting third-party endorsed leads through various organizations, as well as reaching out to existing policyholders of insurance products. We do so on behalf of licensed professionals within the industry.

3) When is a package fulfilled?

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.

4) What happens if we do not meet the minimum expectation?

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.

5) What technology is needed to support this service?

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 require using Calendly to optimize your show ratio.

Frequently Asked Questions CONTINUED...

6) How does Book-Smart track package fulfillment?

Each agent will have access to a private tracking software that provides live updates on all appointments scheduled and attended during the servicing period.

7) What happens if my leads fall below the required amount during my servicing period?

Book-Smart reserves the right to close your package at a pro-rated amount if resources are not sufficient for fulfilling service.

8) Who can I speak to when I have questions during my service period?

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:

Monday to Friday: 12:00 pm to 9:00 pm (Eastern Standard Time)
Saturday and Sunday: 9:00 am to 6:00 pm (Eastern Standard Time)

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.