INSTANT APPOINTMENT

Instant appointment is a meeting where the client would like to see a broker as soon as possible, often within an hour. It has been proven that sales rate can improve dramatically if the time between appointment booking and broker meeting is reduced.

Instant appointments are delivered through an iAgent platform available to brokers as an app on their mobile and tablet devices.

Key benefits:

  • Receive immediate, qualified appointments near your location;
  • Start selling to your prospective clients when their interest is highest;
  • Avoid long travel times to appointments
  • Access a list of your future and past appointments"

After downloading the iAgent application you will receive notification if an instant appointment is available. You will have a short time window to accept or decline the meeting. If accepted you can opt to be linked to a navigation app to facilitate your meeting with the client.



To be eligible to receive instant appointments you must be registered with the Ultimate Lead Program. Please visit Getting Started for more information.



IF YOU ARE IPHONE, IPAD USER

  • 1.

    Please CLICK HERE to watch this instructional video.

  • 2.

    To download the app please CLICK HERE on your iPhone or iPad and click on Install Application. If your iPhone shows a security popup about the untrusted provider, or the installation does not proceed, then go to Settings -> General -> Device Management -> Insurance Supermarket -> And click on Trust.

  • 3.

    Open the app and ensure to opt in for reminders and allow access to your location.

  • 4.

    Login using your iApplication credentials.

IF YOU ARE ANDROID PHONE USER

  • 1.

    Please CLICK HERE to watch this instructional video.

  • 2.

    To download the app please CLICK HERE on your Android device and click on Install Application. Your device must have Android 6.0 or above. Find more information HERE

  • 3.

    Open the app and ensure to opt in for reminders and allow access to your location.

  • 4.

    Login using your iApplication credentials.