FAcontact.com

What is the cost?
There is a one-time $400 setup fee. This fee includes your set up in the system that includes your photo and personal information. This information is used with the printing of post cards to mail to your customers and the phone calls.  Monthly fees are $3 per client per monthly.

Is there a minimum number I need to enroll, or can I enroll all of my clients into the service?
You need to enroll at least 100 clients to receive the maximum benefit from the program. However, you can enroll as many as you wish over 100. You can add or delete clients from your list at any time. The monthly billing will be based on the number of clients in your database on the first day of the month. Your credit card is billed at the beginning of the month for that month’s services.

What do the postcards say?
You can see a copy here

Can I change the text or design on the postcards?
No. However, the design of the post card will change every year.   The text on the post card will remain the same.

What does the caller say when they call?
Here is the format of the call which you may change when you set up your account:
“Hi Mr. Green. This is Susan from Bob Johnson’s office where you have your insurance (investments). Bob wanted me to call and see if there is anything we can do for you currently—
1. do you have any questions about your accounts,
2. do you have any concerns that Bob should address  
3. do you have any financial changes occurring in your family in the next few months for which Bob may be able to provide any advice or help?”

Can I change what the caller says when they call?
The questions were designed to enable the caller to gather information about the client’s satisfaction with the service you are providing.  These questions are not interchangeable.

How will I know if I need to contact the clients e.g. they have a question or money for me to handle?
If an issue arises that requires you to be notified we will contact you.

If I gain a client, can I immediately add them to my file?
Yes.  You have 24/7 access to your web based client list and can add or delete at any time.

How do I add and delete clients?
It’s a simple upload using an excel spreadsheet or other common file type (e.g. csv) and we provide you instructions after you register.

Can I upload my clients from ACT (or Goldmine, Maximixer, or other contact managers).
Every contact management program has instructions to export your database to Excel and then you can upload to our system.  If you need technical help, we recommend www.ineedtechhelpnow.com

What’s the Cancellation Policy?
You may terminate this Agreement at any time. Upon termination, all obligations of CMS to provide the Products to you will cease. There are no refunds for any fees paid prior to termination.

When are the contacts made?

• Happy new year card  is sent in January
• Client call February
• Thank you card - this is sent on the anniversary of the client     becoming a customer for that advisor
• Client call May
• July 4 card  July
• Client call August
• Thanksgiving card November
• Client call December

Are there both men and women callers? 
Yes

Are they all in the US?
Yes

If a client requests that the advisor contact them how is the request transmitted to the advisor?
By email

Does the advisor get a full detailed report each quarter?
The advisor gets a contact report monthly