AO Booking

AO BOOKING

Booking form for Jonni Ng
First Name*
Member's First Name
Last Name*
Member's Last Name
Spouse / Significant Other*
Spouse' Name
SingleAdd Sponsor Info
Relationship
Sponsored by
Sponsor's Name
Member / Sponsor's Group*
Select UNION. ASSOCIATION, VETERAN, or CREDIT UNION to enter group name
Group Name
Optional
State*
Generate Pre-Booking Text
Select main benefit for text message
Instant Lead Request (PAVET/MCGRUFF)
Requested through
Security Key
PRE BOOKING TEXTS

Response Card

{firstName}, I'm the one handling the {selectMain} you requested through {member40} and the benefit package you may qualify for. I'll reach out soon to get these issued to you online. Feel free to send me a text or call this number for faster service!

Instand Lead

{firstName}, your online request for the {selectMain} you requested through {requestedThrough} (Sec Key: {securityKey}) has been processed! I'll reach out soon to get these issued to you online. Feel free to send me a text or call this number for faster service!

Sponsor

{firstName}, your {relationship79} {sponsoredBy} received a no-cost benefit package through which includes a {selectMain} and they wanted to extend them to you. I'll reach out soon to explain and get these issued to you online. Feel free to send me a text or call for faster service!
No-Cost Benefit Package*

$2,000 AD&D Benefit$3,000 Group AD&D Benefit$4,000 Group AD&D BenefitLast Will & Testament KitFamily Information GuideVeteran Burial & Will KitMcGruff Safe ID Kit(s)AIL Plus Discount CardNeeds Analysis Survey
Jonni's Field Schedule*
Select Zoom ID*
Appt Setter
Additional Notes (Team)
CONFIRMATION for {firstName}'s {member40} Benefits

Add an Email Address or Cell Phone Number for {firstName} to receive a confirmation immediately and also a reminder for the meeting on {jonnisField} before the appointment time starts.

Note: Verify {firstName}'s TIME ZONE is correct selected before completing this form.
Send Confirmation Email
Member's Email Address for Appt Confirmation
Send Confirmation Text
Member's Cell Number for Text Confirmation
Generate Text Options

Pre-BookingBooking: After leaving VMSame Day ConfirmationNext Day Confirmation15-30 Min before apptNo Show / Reschedule
First Name
Last Name
Email
Agent Email
Phone #
License #
Stage
Should be Empty:

AO BOOKING