But Dignity will try to steal your clients too.
If you use the free site with no agent number assigned they will give it away.
When using Dignity Planning you need to go through an affiliated FMO or White Label Agency.
When a client goes online, they enter you agent code in and you receive an email of the plan and followup planner. Nice system.
We have used it for past 3 years under our FMO and never had an instance of clients being called.