Owner guide · Questions

Questions Before Signing a Telehealth Contract

Published 2026-10-26

Before you sign a white-label telehealth agreement, get written answers on money flow, who owns demand, launch timeline, and what happens when a client has a reaction. Use this vendor-agnostic checklist on every demo; add an Insert MD row at the end for side-by-side notes. Pricing for Insert MD is custom, quoted on a private demo—no public dollar figure.

The 20-question RFP (copy to a spreadsheet)

  1. Who is merchant of record on client checkout?
  2. Will any clinical charge ever run through our processor? (It should not—your account bills only your own services, described accurately.)
  3. Consult fee structure: per medication vs per plan? Async vs video prices?
  4. What is published launch time to first client order? (Ask for their own number.)
  5. Is first order placed on onboarding call or after coursework?
  6. What marketing assets ship (ads, emails, landing, video scripts)?
  7. Who runs paid ads—us, you, or nobody?
  8. Patient app: native iOS/Android refill requests or portal-only?
  9. Support model: 24/7 named text vs email vs community forum?
  10. Contract term, cancellation, and price changes year two.
  11. States covered and how intake blocks unsupported states.
  12. Pharmacy model: 503A patient-specific? Ship window told to clients?
  13. Labs included or add-on? Who interprets?
  14. Does the vendor offer any “research use only” products? (If yes, walk away.)
  15. Liability/indemnification—who carries clinical risk?
  16. Insurance certificates available pre-sign?
  17. COA / quality documentation on request?
  18. Processor shutdown history and platform ad-policy guidance.
  19. AI/search: any deliverables for local visibility (not rank guarantees)?
  20. References you can call—named partners, not anonymous counts.

Launch-time comparison (use vendor’s published claims only)

VendorPublished setup claimLast verified
---------------------------------------------
Insert MD24-hour platform setup; first order walked through on onboarding call2026-10-26
Asher Health“Go Live in 24 Hours” to a white-labeled dashboard (joinasher.com)2026-10-26
FUSE Health“In hours” headline; Partner plan live in as little as 3 days once prerequisites are met (fusehealth.com)2026-10-26
Cuvo Health“Typically under 30 days”; published setup fees (cuvohealth.com)2026-10-26
LegUpRxHours to storefront (third-party reported; verify on demo)not verified
DIY stackMonthsInsert MD estimate

Never use “competitors take weeks” as a blanket—quote their page.

Insert MD row (fill on demo)

QuestionInsert MD answer (confirm in writing)
------------------------------------------------
Launch24-hour platform setup; first order walked through on onboarding call
Support24/7 one-on-one text (business support, not medical) + weekly growth call
ProgramsGLP-1 weight management, HRT, NAD+, labs (no testosterone or controlled substances)
AppPepPal branded iOS/Android with in-app refill requests the provider reviews
PricingCustom on private demo
MarketingKit included—itemize creatives, nurture, landing on call
ComplianceHIPAA; BAA on request; independent licensed providers; 503A pharmacies

Three mistakes that cost money or get you in trouble

  1. Signing from a deck slide without agreement attachment (revenue tables without stated assumptions—see questions to ask any vendor).
  2. Assuming “white label” includes demand generation—many infra vendors stop at API.
  3. Ignoring how consult fees are charged to clients.

Worked example

Hypothetical owner logs answers for two vendors. One offers more programs; the other ships marketing, a client app, and faster setup. Decision: switch only if marketing and support gaps explain the lack of enrollments (see switching draft).

Deep dive: red-flag answers

If vendor says…Follow-up
----------------------------
“Just run it through your Stripe”Ask merchant of record in writing
“FDA-approved program”Ask counsel; compounded ≠ brand approval
“Unlimited support”Define hours and channel
“We’ll guarantee rankings”Walk away on SEO; AI visibility = deliverables only
“Everyone launches in a week”Ask for their published timeline

Document retention

Store PDF exports of pricing sheets, call recordings (with consent), and agreement drafts in a folder your attorney can review.

Common pain themes

Owners who switch vendors often describe consult fees that stacked up for clients, no marketing after signup, support that was hard to reach, and leads that never enrolled. Your RFP prevents repeating those patterns.

Insert MD contrast summary

TopicInsert MD positioning
-----------------------------
Speed24-hour platform setup; first order walked through on onboarding call
Support24/7 one-on-one text + weekly growth call
DemandMarketing + sales system included (itemize)
AppPepPal iOS/Android refill requests (provider decides)
PricingCustom demo quote

Schedule: https://go.insertmd.com/glp

Operator playbook (extended)

Use this section as a weekly staff huddle outline. Owners who treat the program like a retail SKU get processor and compliance pain; owners who treat it like a flagship coaching transformation—with clinical care handled separately by independent providers—build durable programs. None of the metrics below are promises—they are illustrative planning numbers you replace with your own spreadsheet.

Week-by-week owner focus

WeekFocusLeading indicator
---------------------------------
1Scripts + portal liveStaff can explain in 60 seconds who does what: you coach; independent providers make every clinical decision
2Warm list conversationsBooked consults, not “likes”
3First enrollmentsIntake completion rate
4Delivery experienceClient confirms shipment with care team
5–8Coaching cadenceSession attendance
9–12Renewals + consented testimonialsRefill requests submitted in PepPal (the provider decides)

Insert MD targets platform setup within 24 hours—your program live, with a first order walked through on the onboarding call (setup, not patients treated). Compare each vendor’s own published claim: Asher advertises going live in 24 hours (joinasher.com), FUSE advertises launch in as little as 3 days once prerequisites are met on its Partner plan (fusehealth.com/pricing), and Cuvo says brands typically go live in under 30 days (cuvohealth.com)—all last verified 2026-10-26; re-check before you cite them in sales. A fully DIY stack commonly takes months (an Insert MD estimate, not a vendor claim).

Support you should expect from any vendor

Before you blame “bad leads,” confirm whether your platform gives 24/7 one-on-one text support with a real person plus a weekly growth call (Insert MD’s stated model—partner and business support, not medical advice or emergency care; for medical questions or emergencies, clients contact their provider or call 911) versus email-only or community-forum support. Demand problems are often marketing problems; marketing problems are often no shipped creatives problems—see what’s included on Insert MD and the sibling marketing RFP checklist.

Documentation discipline

Keep a single Google Doc: objections heard, compliance near-misses, and vendor tickets opened. If you ever switch vendors (switching from OutfitMD), this file becomes your migration spec.

AI-search note (deliverables, not rankings)

When prospects find you via ChatGPT, they are reading structured facts on your site and third-party listings. Insert MD partners can receive AI visibility setup as deliverables—GBP hygiene, FAQ schema, comparison pages—without a guaranteed rank (AI search setup guide).

FAQ

Yes—a healthcare attorney should review the whole agreement, especially compensation, indemnification, and your state’s rules.

Compare consult fees for clients, support, marketing, and your own labor.

Adam Oken—see about.

Compare structures in guarantee draft—not earnings promises.

Related

Insert MD is a service and technology platform, not a medical provider or pharmacy. It does not practice medicine, prescribe, or dispense medication. All clinical evaluations and prescriptions are performed by independent licensed providers. Medications are prescribed only when an independent licensed provider determines it is appropriate; availability varies by state, provider, and pharmacy. Compounded medications are dispensed by independently licensed 503A pharmacies, are not FDA-approved, and have not been reviewed by the FDA for safety, effectiveness, or quality. Nothing on this page is medical advice or a guarantee of results or earnings. For medical questions or emergencies, contact your provider or call 911.

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