SeatedX books qualified annuity appointments for licensed, contracted annuity agents and financial advisors. You pay a flat $1,000 per seated appointment. If the prospect doesn't show up, or shows up and doesn't qualify, you pay nothing.
Most lead vendors get paid when someone fills in a form. After that, the agent does the dialling, the qualifying, the booking and the chasing, and still pays for the no-shows. SeatedX was set up in February 2024 to change who carries that work and that risk.
How it works
1. We find the prospects. SeatedX runs video ads to people who are retired or close to retirement. Prospects watch short education videos about retirement income and ask to speak with a professional.
2. A setter calls every lead. A SeatedX setter phones each prospect to confirm they qualify. Each call is audio-recorded, and you get the recording, so you can listen before the meeting and walk in prepared.
3. Our software books and reminds. SeatedX's own software books the appointment into the availability you set, sends reminders to the prospect, and tracks the appointment from booking to show.
4. You show up. Your job is the conversation.
What counts as a qualified prospect
- $250K or more in investable or rollover assets, with the source identified (401(k), 403(b), TSP, IRA, CDs, brokerage, or existing annuities)
- Typically aged 55 to 75
- Retired or near retirement
- Deciding within about six months
- Genuinely interested in discussing retirement income or annuity options
- Verified before the appointment is delivered
What you pay for
An appointment becomes billable only after the prospect stays on the call for 2 minutes. No-shows cost $0. Prospects who turn out not to qualify cost $0. In both cases the $1,000 goes back into your SeatedX wallet as credit for your next appointment (it is not refunded to your bank). You can raise a dispute within 24 hours of the appointment.
There is no minimum order. You can start with a single appointment, and the first one usually lands within about 7 days.
The agent app
Agents manage everything at app.seatedx.com:
- Overview: a dashboard of upcoming and past appointments and wallet balance
- Appointments: each booked meeting with prospect details and the setter call recording
- Availability: the times you are open to take appointments
- States: the states you are licensed in and want appointments from
- Wallet: prepaid balance, funded by ACH, with credits from no-shows and non-qualifying prospects
- Scripts: talk tracks for your conversations
- AI Assistant: in-app help for agents
- Feature Requests: a place to ask for changes to the product
- Settings: account and profile settings
- Team roles: setter and closer roles for teams that split the work
