Get Your Fill of FAQs
You’ve got questions; we’re happy to provide answers.
How does pricing work?
- AE CallCare is $10 for every five attempts. If you have leads you would like called more than five times, the fee would increase every five attempts.
- AE CallCare is $50 for hourly calls for inbound and outbound campaigns.
- AE CallCare charges $7 for every three aged-lead attempts.
Will I have the same caller each time? Who are the callers?
- Multiple callers will be assigned and familiar with your campaign. Typically, there are always at least two voices to a campaign to ensure the best results. All callers are domestic.
Is there a time commitment or minimum number of leads I must send?
- AE CallCare will work any leads you send for the agreed-upon attempts. There is no time commitment.
What lead types can you work?
- Any retirement-focused lead. For example: radio, TV, workshop, paid leads, client referrals, whitepaper requests.
Will you work older leads?
- We recommend none dating further back than one year to ensure the best results. However, you can send over any leads you would like us to call on your behalf.
What type of calendars can you use?
- AE CallCare has experience with multiple calendar types, including Outlook, Redtail, Salesforce, Google, Sumo, Calendly and others. We will discuss this on our onboarding call.
Will my appointments be set according to my preferences?
- We will work with you to determine how you want your appointments scheduled. We set appointments that work best for you and your office based on asset threshold, in-person visits, time preferences and other criteria.
Can I provide my own script?
- We have a best-practice call process, but you can adjust this script to better fit the needs of your office.
What information do you gather for the appointment?
- We uncover asset amount, location, age, marital status, main concerns, purpose of money, timeline for retirement, and questions or other concerns prospects have for the advisor.
Will these be virtual or face-to-face appointments?
- AE CallCare will set appointments according to your preferences. Having the ability to set both appointment types will increase our results, but your office decides the parameters.
How long does it take to onboard?
- After we receive your onboarding form, we schedule one more call to go over your answers and our process. Then, we are ready to go.
What number do you call from?
- AE CallCare uses several local numbers to your office and the prospect that we rotate between to ensure the best connectivity.
What times do you call?
- Call times are between 8 a.m. and 7:30 p.m. in your time zone or the prospect’s time zone if leads span multiple time zones.
What if the prospect needs a callback? Who handles that follow-up?
- AE CallCare will handle all callbacks until the lead is booked for your office.
How will I know when an appointment is set?
- Your office will receive an email with all relevant notes once an appointment has been set.
How will I know the status of my leads?
- Weekly reporting will be sent to you with all calls, notes and current dispositions of your leads.