Seminars still work for Medicare, annuity, and IUL sales. This funnel covers RSVP, show up, close, and follow up automation.
Agents spend thousands on seminars, get attendees, then fail to follow up and close.
Without SMS reminders, 30 percent no show.
Attendees leave without captured info.
One call, no follow up, zero close.
Web form captures attendees.
24 hour and 2 hour reminders.
Day of event qualifier form.
Book one on one before they leave.
SMS and email drip post event.
Seminar cost per bound policy.
AEP seminar heavy.
Retirement seminars.
Financial planning workshops.
Cross over clients.
RSVP capture, SMS reminders, post event drip, ROI tracking.
Adds AI receptionist, intake forms, advanced reporting.
Book a 20 minute demo. We will walk through the seminar funnel.