How does an Insurance Agent schedule a contracting interview online to talk one-on-one with your Contracting Representatives?

Quantum Alliance Inc

Last Update 10 bulan yang lalu

a. Open the Scheduler Tool: The Insurance Agent can visit www.HolaQuantum.com/Agent and click on the “SET INTERVIEW” button to get to our Scheduling Tool.


b. Pick a Day: The Insurance Agent then selects their preferred Day for the appointment.


c. Pick a Time: The Insurance Agent then selects their Preferred Time for the appointment and clicks the “Next” button.


d. Enter details: The Insurance Agent then provides their First Name, Last Name, Email, Phone, and an optional Message, then clicks the “Schedule Event” button.


e. Receive confirmation: The Insurance Agent will then see the message “You are scheduled” displayed on their screen, and will also receive a confirmation email with details and links to track and manage their scheduled appointment.


f. Reminders & changes: Note that reminder emails are sent to the Insurance Agent before the scheduled appointment and that the Insurance Agent can reschedule the appointment using the links found in their confirmation email.

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