REAL-TIME NOTIFICATIONS

You can choose to be notified of scheduled meetings, status, and completed documents via SMS text and/or emails.

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THIRD-PARTY INDEPENDENT AGENTS

Our firm hires agents to perform as representatives of your firm to conduct face to face meetings with prospective clients.

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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.

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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.