The more you need to know

Frequently asked questions

1) How do I qualify to work with Prime Setters?

To ensure optimal service delivery and results, all clients must meet specific operational requirements.

By engaging with Prime Setters, you acknowledge and agree that you must:

Maintain the minimum lead inventory required for your selected package.

Provide leads that are exclusively allocated for Prime Setters’ use during the service period.

Maintain a consistent and sufficient working schedule to support scheduled appointments.

Minimum availability requirements are as follows:

Bronze Package: Minimum of 75 POS or 100 Veterans

Silver Package: Minimum of 100 POS or 200 Veterans

Gold Package: Minimum of 200 POS or 300 Veterans

Starter Package: 10 dialing hours per week

Growth Package: 20 dialing hours per week

Scale Package: 40 dialing hours per week

Prime Setters reserves the right to decline or discontinue service if these requirements are not met at any time during the engagement.

2) What type of clients do we contact?

Prime Setters conducts outreach to:

Third-party endorsed leads sourced through external organizations. Existing insurance policyholders. All outreach is performed on behalf of licensed professionals. By using our services, you acknowledge that lead quality, responsiveness, and purchasing intent are not guaranteed, as these factors are inherently variable and outside of Prime Setters’ control.

3) When is a package fulfilled?

A service package is deemed fulfilled once the minimum required number of presentations has been achieved.

Prime Setters reserves the right to close any package immediately upon reaching this minimum threshold. Any additional presentations completed beyond the package minimum will only be credited toward a subsequent package upon confirmed renewal.

4) What happens if the minimum expectation is not met?

In the event that the minimum agreed-upon presentations are not met within the service period, Prime Setters will continue service until fulfillment is achieved, provided that:

Adequate and workable leads remain available, and The client maintains a sufficient working schedule.

Prime Setters shall not be held responsible for delays or underperformance resulting from insufficient leads, limited availability, or lack of client participation.

5) What technology is required to support this service?

Prime Setters integrates with a variety of industry-standard platforms. However, the use of Calendly is mandatory to ensure scheduling efficiency and maximize show rates.

Failure to implement or maintain the required technology may result in reduced performance, for which Prime Setters shall not be held liable.

6) How does Prime Setters track package fulfillment?

Clients are provided access to a private tracking system that reflects real-time updates on scheduled and completed appointments.

All data recorded within this system shall be considered accurate and binding for service fulfillment purposes, unless otherwise disputed within a reasonable timeframe.

7) What happens if my lead volume falls below the required level during service?

Clients are solely responsible for maintaining the required volume of workable leads throughout the service period.

If lead volume falls below the required threshold, Prime Setters reserves the right to:

Pause or discontinue services, and/or Close the package on a prorated basis, reflecting the services rendered up to that point

No guarantees of fulfillment will apply under such circumstances.

8) Who can I contact if I have questions during my service period?

Each client is assigned a dedicated Customer Success Executive (CSE) to provide ongoing support.

Support availability:

Monday to Friday: 9:30 AM – 9:00 PM (Eastern Standard Time)

While we strive to provide timely responses, Prime Setters does not guarantee immediate response times. For additional support, clients may contact admin@primesetters.com, and inquiries will be addressed in a commercially reasonable timeframe.