REAL-TIME NOTIFICATIONS
You can choose to be notified of scheduled meetings, status, and completed documents via SMS text and/or emails.
THIRD-PARTY INDEPENDENT AGENTS
Our firm hires agents to perform as representatives of your firm to conduct face to face meetings with prospective clients.
COMPLIANCE VERIFICATION
The field agent must also verify the client’s identity, make sure the client understands the program, and verify all material is disclosed.
1
CONNECT
Live call with our agents to discuss your requirements.
2
SCHEDULE
Our service-match system locates all field agents within close proximity to your client for a face-to-face meeting.
3
COMPLETE
Our experts resolve your case and ensure that you are satisfied.