Montréal-based · Bilingual · Law 25 · PIPEDA · CASL · CRTC · TCPA · AMF(418) 425-4348Book a callTrust CenterFrançais
Common problems
- Applications that stall before the first meeting
- Advisors chasing incomplete files
- Inquiries from campaigns that nobody calls back
- Strict rules about what can be said and recorded
How we help
- Follow-up on applications and inquiries
- Booking meetings with your advisors
- Reminders so fewer people miss appointments
- Scripts reviewed and approved by your compliance team
- Data handled under Law 25 and PIPEDA
How it works
How it works
1
Inquiry
An application or request comes in.
2
Follow-up
We call and text to complete the next step.
3
Booking
We book a meeting with the right advisor.
4
Reminder
We confirm so the meeting actually happens.
“We have almost doubled our overall conversion of website generated leads to sales due to the Multiply warm-up model and live transfer capability.”
VP Group Insurance, Sonnet
Common questions
Do your agents discuss rates or products?
No. They follow your approved script and book the meeting. Your advisors handle the advice.
Can you work inside our systems?
Yes. We work in whatever systems you use and adapt our workflow to fit into yours.
Do you work with group benefits?
Yes. Sonnet's group insurance team is one of our partners.