Get Appointed
Simple support for a smoother start.
Getting appointed shouldn’t slow down your business or delay a good case.
Blueprint Core Solutions helps advisors navigate the appointment process by providing guidance, organization, and follow-through, so you can focus on serving clients instead of tracking paperwork.
What Appointment Support Includes
We assist advisors with:
• Understanding appointment requirements
• Organizing required forms and information
• Tracking submission status
• Helping prevent avoidable delays
• Supporting expansion into additional carriers
Our goal is to make the process clear, efficient, and manageable.
How It Works
1. Request Appointment Assistance
Submit a short intake letting us know which carrier(s) you’re seeking appointment with.
2. We Help Organize the Process
We assist with gathering and organizing required information and help guide next steps.
3. Status Awareness
We help monitor progress so you’re not left wondering what’s next.
No confusion.
No chasing emails.
No unnecessary hold-ups.
Who This is For
Appointment support is especially helpful for:
• Newer advisors
• Advisors expanding into new products or carriers
• Advisors managing multiple appointments at once
• Advisors who want a cleaner, more organized setup process
How We Support You
We DO:
• Help clarify appointment steps
• Support organization and tracking
• Reduce friction in the process
We DON’T:
• Replace your affiliations or agreements
• Act as the contracting entity
• Interfere with your existing relationships
You stay in control.
We help keep things moving.
Ready to Get Started?
Request Appointment Support
If you already have an active case, we can help align appointment timing with your case workflow.