11 Critical Lessons We've Learned From Almost 20 Years of Experience Scheduling Insurance Appointments
From almost 20 years of experience setting insurance appointments, we've learned a thing or two. Learn from our experiences in this post!
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Brookelle Hunter
- Aug 25
- 10 min
20 Common Client Objections to Annual Insurance Reviews
Insurance appointment setting may sound like a simple and easy task, but you'll likely get objections. Learn how to respond to them today!
1,749 views0 comments
Brookelle Hunter
- Aug 18
- 4 min
The Surprising ROI of Meeting with Your Current Clients
Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.
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Brookelle Hunter
- Aug 4
- 3 min
Does your frequent agent-client communication add value to the customer experience?
Insurance agents - ask yourself, does this specific communication add value to your customer’s experience?
400 views0 comments
Brookelle Hunter
- Jul 28
- 6 min
9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
Not closing enough sales from customer insurance review appointments? Read more to find out why and discover tips to turn things around!
927 views0 comments
Brookelle Hunter
- Jul 14
- 7 min
12 Ways to Prevent Insurance Appointment No-Shows: Reinforcing the Value of Annual Review Meetings
No-shows are a given for any appointment-driven business, but trying these tips can reduce the number of no-shows at your insurance agency!
661 views0 comments
Brookelle Hunter
- Jul 7
- 6 min
Proactive Retention: How You Can Implement the Game-Changing Strategy at Your Agency
The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!
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Brookelle Hunter
- Jun 16
- 3 min
4 Benefits of "Poking the Sleeping Bear" When Rates Increase
Many insurance agents opt not to "poke the sleeping bear" when rates increase, but look at these benefits of approaching renewals head on!
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Brookelle Hunter
- Jun 2
- 4 min
Turn Your Insurance Appointments into Glowing Online Reviews
Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.
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Brookelle Hunter
- May 22
- 3 min
Agent Cecil Burt on Proactive Customer Outreach & Virtual Appointments at his Insurance Agency
Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.
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Brookelle Hunter
- May 5
- 2 min
Engagex: Creating Positive Interactions with Impact
At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.
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Brookelle Hunter
- Apr 14
- 4 min
No Show? Not the end of the world.
Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!
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Brookelle Hunter
- Apr 3
- 4 min
Step-Up Your Insurance Client Retention Strategy with Consistent, Proactive Communication
The most important thing you can do to increase your client retention is communicating often with your clients.
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Brookelle Hunter
- Mar 27
- 5 min
9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping
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Brookelle Hunter
- Mar 18
- 2 min
The Top Lead Type for Max Conversions: What You Need to Know About Insurance Referrals
It's no secret to most insurance agents that referrals are valuable. Let's dive into 5 compelling statistics about referrals!
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Brookelle Hunter
- Mar 10
- 5 min
Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.
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Brookelle Hunter
- Mar 6
- 4 min
A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers
Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!
458 views0 comments
Brookelle Hunter
- Feb 25
- 3 min
How Tracking Call Information Boosts Efficiency
15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
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Brookelle Hunter
- Feb 25
- 4 min
How to Systematically Contact Your Clients for Annual Customer Insurance Review Appointments
By reaching out to all of your customers annually to offer them a review meeting, you’ll cultivate a valuable book of business. Here's how:
227 views0 comments
Brookelle Hunter
- Feb 6
- 8 min
The Costs & Benefits of In-House vs. Outsourced Appointment Scheduling
There's no one-size-fits-all solution for insurance appt. setting. That's why we laid out the costs and benefits of two common approaches.
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