We accept various forms of payment, including credit/debit cards, electronic bank transfers, Our team will provide you with detailed payment options when you sign up for our services.

Our company provides a range of administrative outsourcing services, including but not limited to conservation Pro, appointment scheduling, and candidate recruitment for financial advisors and insurance agents.

Yes, we understand that each advisor or agent may have unique needs. Our team is dedicated to tailoring our services to meet the specific requirements of our clients.

Our administrative staff consists of highly experienced professionals with a strong background in the administrative and insurance industry, ensuring that they understand the specific needs and challenges of our clients.

We’ve developed a straightforward 5-step process that we’ve successfully implemented with numerous clients over the past 10 months. This process has consistently proven to be highly effective in helping them achieve their desired conservation percentage targets.

Yes, our Conservation Pro service is designed to be adaptable to the unique standards and goals of each company, providing personalized solutions to drive conservation improvements.

Absolutely. Our appointment scheduling service allows you to define your target market, ensuring that the calls and appointments set up align with your business objectives and client demographics.

The market research/survey feature provides valuable insights into client preferences and market trends, empowering advisors and agents to make informed business decisions and enhance their service offerings.

Typically, the recruitment process takes between 1-7 days. We begin by reviewing our catalogue of candidates to identify potential matches. If a suitable candidate is found, our online training process can be completed within 2-3 days. Additionally, in some instances, we have candidates who are fully trained and available for immediate placement.