Intro page · Sample

The page your client opens before the call.

Send it when you book, the night before at the latest. It puts your face and your name in front of them, shows the call time, and asks a few quick questions. Their answers reach you before the call.

Your client sees this

The intro page

For Terrance

You’re taking the first step in securing your loved one’s future.

Jordan Miller

Jordan Miller

Licensed Life Insurance Producer
Your call Wednesday, October 14 at 6:30 PM Jordan will call you at this number.

A few quick answers help Jordan spend your call on what matters to you.

Under 60 seconds. Skip any you like.

Will your spouse or partner join our call tomorrow?

What we will cover

  • We talk about your family and what matters most to you.
  • I explain your options in plain words.
  • You can ask anything. Nothing is decided until you’re ready.

A page from your agent before your call. Not advice, a recommendation, a quote or an offer of insurance.

Demo Every word on it is yours, written once in Settings: your line, the things to expect and your questions. Add, change or delete questions any time. Delete them all and the page shows the call details only. Room Two adds your photo, your name and the call time.