National Life Group is always looking for ways to help you find more efficient and smoother processes in your day-to-day business. Whether you’re meeting with new prospects, recruits or existing clients, scheduling the right time is easier when your next appointment has access to your availability and can book a meeting on their own time!
PickTime is an appointment scheduling tool that allows you to share your availability through online scheduling. Simply block off the time that you’d like to make available for appointments and send out a link to your scheduling tool. Your prospects and clients can view available time slots and book at their convenience.
To learn more, click on any of the resources below (also available on the agent portal under Digital Marketing). Please review the resources carefully as they also provide important compliance guidelines.
- Click here for an Overview and Best Practices document.
- Click here to review the recorded training.
- Click here for the PickTime Submission Form.
TC118364(1220)1