Appointment System

The Best Appointments
Don't Happen by Chance.
They're Built.

The EPU Appointment System is a physical field guide giving agents a proven, word-for-word framework to book qualified appointments — from first contact through the confirmed sit.

$25
+ shipping
Order Your Copy See What's Inside
8
Sections in the Book
3
Contact Methods
6
Objection Handles
1
Goal: The Sit
How It Works

Built for every stage of the client conversation.

The EPU Appointment System walks you through a complete client meeting — from the moment you sit down to the moment you leave. Each section is structured so nothing gets missed and nothing gets forgotten.

1
Set the Stage

The book opens with everything you need to organize the meeting before it begins. Who's there, when, and why — captured cleanly so you walk in ready.

2
Know Your Client

Dedicated sections help you gather the right information about your client's health, coverage, and situation — without it feeling like an interrogation.

3
Uncover the Real Need

A built-in method helps you and your client see exactly what's at stake financially. When the numbers are on paper, the conversation changes.

4
Never Leave Empty-Handed

The final section ensures every appointment plants the seed for the next one. A simple prompt at the right moment turns one meeting into many.

Inside the Book

Eight sections. One complete appointment.

Every page has a purpose. The EPU Appointment System is structured so agents always know what to ask, what to capture, and what comes next.

1
Meeting Basics

Everything you need to set up the sit properly — before the conversation even begins.

2
Coverage Details

A structured place to capture what the client already has — so you know exactly where the gaps are.

3
Field Underwriting

Guides you through the health conversation in a natural, organized way — no fumbling for what to ask.

4
Medical Snapshot

A quick-reference view of the client's health picture — captured in one place so nothing slips through.

5
Need for Insurance

A proven method for putting real numbers to a client's insurance need — for both sides of the household.

6
Budget Breakdown

Helps you and the client see the full financial picture — income, expenses, and what's actually available.

7
Additional Notes

Open space for what comes up in the room — follow-ups, observations, and anything worth remembering.

8
Referrals

A built-in prompt to end every appointment the right way — and keep your pipeline moving.

From the Founder
Tina Stewart — Founder, EPU Appointment System
Tina Rentas-Stewart
Founder · EPU Appointment System

Built by an agent.
Designed for the field.

"The appointment is everything. You can know every product, every script, every strategy — but if you can't get in front of people, none of it matters."

I created the EPU Appointment System because I watched too many talented agents stall out in the field — not because they lacked ability, but because they didn't have a clear, repeatable process for booking qualified appointments. This book is what I wish I had on day one. It's not theory. It's the exact system we use inside EPU, from the first contact all the way through the confirmed sit. Every section, every script, every line in this book has been tested in the field by real agents getting real results.

If you're serious about building in this business, this is where you start.

Order Your Copy — $25
Get Your Copy

Everything your agents need, in their hands.

The EPU Appointment System is a physical book built for the field — designed to be written in, referenced mid-meeting, and carried into every client conversation.

What You Get
  • ✓
    A physical field guide your agents will actually use in the meeting
  • ✓
    Word-for-word scripts for every stage — phone, text, in-person, and confirmation
  • ✓
    Built-in structure for capturing client info, coverage details, and budget on the spot
  • ✓
    The full D.I.M.E. method worksheet for calculating real insurance needs
  • ✓
    A referral tracker so every appointment generates the next five
EPU Appointment System
EPU Appointment System
$25
+ shipping & handling
Physical book — ships to your door 8 fully structured sections D.I.M.E. method worksheet included Budget breakdown & referral tracker Field-ready format
Order Now — $25 + Shipping
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Ask about bundle pricing for agent groups, team leaders, or onboarding events. Fill out the form and we'll get back to you with details.

Bulk & Bundle Orders

Whether you're equipping a new cohort of agents, planning a training event, or stocking your team with field tools, we'd love to work with you. Reach out and let us know how many copies you need and we'll put together a custom order for you.

✓
Bundle pricing available for 5+ copies
✓
Great for team onboarding, training events, and field meetings
✓
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Ready to put the system to work?
Order your copy of the EPU Appointment System and start booking qualified appointments.
Order Now — $25