Program · open

Retirement appointments, defined by you before we generate them.

For established annuity agencies with producers to feed. We build and run the acquisition, qualify every consumer by phone against a standard you write, and verify that the meeting happened. You pay for held conversations, not for contact records.

What a qualified appointment means here

Everyone in this category sells “appointments that show”, and almost nobody writes down what a show is. On this program it is written down before launch: who counts as qualified, what the consumer has been told, and what has to happen in the meeting for it to be billable.

That definition is yours. We hold ourselves to it, and the record below is what we hand you for every appointment so it can be checked rather than argued about.

What you get

A written standard, before anything is generated

You define what qualified means for your agency — the profile, the market, the circumstances worth a producer’s hour. It is signed off before launch and it does not move afterwards.

A human conversation first

Every consumer speaks to a person before anything reaches your calendar. They are qualified against your standard, told who they will be meeting, and booked only if it fits.

Attendance verified by us

The meeting runs on infrastructure we control, so whether it was held is a record rather than a claim. You see that record for every appointment.

Exclusive routing in your market

The same conversation is never sold twice. We decline markets we cannot fulfil responsibly rather than thin the ones we have.

Who this is not for

  • A single producer looking for a cheaper lead source. The program is sized for an agency with capacity to feed.
  • A firm where nobody calls back the same day. Verified attendance will only document that.
  • An agency that wants us to price on volume before we know what qualified means for you.

We would rather say this now than discover it in month two.

Applying

A short application, then a call about fit.

The application asks about:

  • First name
  • Last name
  • Business email
  • Phone
  • Licensing and annuity activity
  • The state to evaluate first
  • Licensing in that state
  • Your role in approving customer-acquisition investments
  • Annuity premium placed in the last 12 months
  • Agreement to use Apex-controlled meeting verification
  • Commitment to report appointment outcomes
  • Applying does not obligate purchase.
  • Qualified applicants are offered a time to talk.
  • The call is where fit and commercial terms are configured.
  • Apex Digital Media may decline markets it cannot responsibly fulfil.
Start the application

Find out whether your market fits.

Request a fit call →