SERVICES:

Communication: Contacting wholesaler/sales representative daily, prior or at the end of the day to go over daily events.  One email at the end of the day listing all new appt., updates and anything the wholesaler/sales rep. may need for the following day.  By just sending one email at the end of the day, the wholesaler/sales rep. will be able to review and follow-up. 

Feedback:  Create a weekly list of updated information on the status of leads given, including those names that were unable to be scheduled and who the wholesaler will contact.  Also, a daily list of updated information such as appointment should be sent to the wholesaler/sales rep. and internal representative. 
 
Scheduling: Appointment will be based on the following and/or tailored to the wholesalers/sales persons needs: 
                        
    Focus List ¨C Level A, B and C
    Requirement amount of appointment for the week, three weeks scheduled 
      out with a Six week rotation
    Address/Phone Number
    When required ¨C Directions
 
Mailings, Birthday Cards, Thank You Notes and Blast Emails:  The wholesaler/sales representative will provide a daily list of first appointment names needing thank you note sent.  At the end of the week, send copy of the note and any birthday cards to be mailed. Task may include: Monthly Mailings, Blast Emails and Birthday Cards to brokers, clients, and or personal contacts.
 
Hotels and Flights: Assistance on travel research, weather updates, things to do, best locations to stay.
 
Expense Reports, Vouchers and Call Reports: Weekly, or every two weeks 
 
New Reps: No appointment with new reps should be scheduled without wholesaler/sales representative qualifying the rep first.  Fine to schedule anyone on the focus list or from a referral. 
 

Industries we serve:

Financial Product Companies 
Printing, Publishing, and Allied Industries 
Medical/Dental/Legal Offices
Personal Services  
Professional Sports 
Corporate Executives