ONBOARDING

Medicare Appointment Setters

Welcome to Medicare Appointment Setters onboarding!

Carefully Read & Follow the instructions to complete the “Getting Started Form" below. This has to be done as soon as possible so we can begin to connect you to your telemarketer. Once you have submitted your information, check your inbox periodically throughout the day. Within 3 business days, you will receive an email titled

“Meet Your Telemarketer.”

If you don’t see the email on the third business day, remember to check the spam folders of your email. If you still have not received your email within that time frame, please email

Dannie Resterio: [email protected]

Getting Started

We do need a few more details to start the process of matching you with a telemarketer. Before you complete the form below you must create: your WebsterCRM account, a Wavv account, (done inside of Webster) a WhatsApp account to contact your telemarketer and a Wise.com account to pay your telemarketer. Once you have completed creating these accounts you can submit the form below and we will pair you with your telemarketer(s) within 3 business days.

CREATE AN ACCOUNT WITH WISE

(Lead Management, Lead and Data Delivery)

HOW TO SIGN UP TO WEBSTERCRM

SIGN UP FOR WEBSTERCRM

CREATE AN ACCOUNT WITH WAVV

(DIALER)

HOW TO SIGN UP AND USE WAVV

CREATE AN ACCOUNT WITH WhatsApp

(COMMUNICATION APP FOR

APPOINTMENT SETTER)

HOW TO USE WHATSAPP

SIGN UP FOR WHATSAPP HERE

CREATE AN ACCOUNT WITH WISE

(Telemarketer Pay Method)

HOW TO USE WISE

SIGN UP FOR WISE HERE

SUGGESTED LEAD LIST COMPANIES

Sales Data Pro

List Shack Pro

USA Data

You are required to provide your own lists for the Medicare Appointment Setters program. If Medicare Appointment Setters recommends a vendor or source for purchasing phone lists, you acknowledge that it is your responsibility to ensure that any list obtained is compliant with all applicable laws and regulations. Medicare Appointment Setters shall not be held liable for any compliance issues arising from your use of third-party lists.

ADDITIONAL RESOURCES:

SEE FINAL STEP BELOW

FINAL STEP

Your telemarketer will be turned over to you once they begin performing (actually creating leads for you). We do not introduce you to the telemarketer prior to this as they tend to ask questions you will not be able to answer.

It is our mission to see you succeed in our program.

GETTING STARTED FORM

Please complete this form to be placed with your telemarketer. Form will not submit if you don't complete all required fields. Once Form is Submitted you will receive a thank you message. This will indicate that your completed has been submitted

First Name

Last Name

Email *

Phone *

Please choose date no sooner than 3 business days from time of completing and submitting this form.

Requested Start Date *

What Time Zone are your Clients in? *

Phone Sales or In-Home? *

List Three States in Order of Priority *

State 1
State 2
State 3

WhatsApp# *

Please watch the videos in the Onboarding about setting up WAVV.

WAVV Username *

WAVV Password *

Please provide Your Lead List Company Login

Lead List Username *

Lead List Password *

Any additional instructions you have for your telemarketer(s) and or requests *

Please make sure you have completed all of the form fields above. FORM WILL NOT SUBMIT UNLESS ALL REQUIRED FIELDS ARE COMPLETED

ONBOARDING

Medicare Appointment Setters

Welcome to Medicare Appointment Setters onboarding!

“Meet Your Telemarketer.”

If you don’t see the email on the third business day, remember to check the spam folders of your email. If you still have not received your email within that time frame, please email

Dannie Resterio: [email protected]

Getting Started

CREATE AN ACCOUNT WITH WISE

(Lead Management, Lead and Data Delivery)

CREATE AN ACCOUNT WITH WAVV

(DIALER)

CREATE AN ACCOUNT WITH WhatsApp

(COMMUNICATION APP FOR

APPOINTMENT SETTER)

CREATE AN ACCOUNT WITH WISE

(Telemarketer Pay Method)

SUGGESTED LEAD LIST COMPANIES

ADDITIONAL RESOURCES:

FINAL STEP

Your telemarketer will be turned over to you once they begin performing (actually creating leads for you). We do not introduce you to the telemarketer prior to this as they tend to ask questions you will not be able to answer.

It is our mission to see you succeed in our program.

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