Part 3 of 3 - Following Up after the Customer Insurance Review

Free PDF Downloads

Customer Insurance Review Checklist.jpg
Referral Program Ideas.jpg
Insurance Review Worksheet Interactive.j
Needs Assessment Worksheet.jpg

APPOINTMENT SETTING FOR CUSTOMER INSURANCE REVIEWS

We contact your customers and schedule appointments for you to conduct Customer Insurance Reviews - whether virtually or in-person.

Guaranteed monthly appointments

No long-term contracts

Caller ID matching

Retention alert email notices

We act as an extension of your office