Closing the Sale: How to Follow-Up After a Customer Insurance Review
The impact of regular customer insurance reviews comes during the follow-up process. Learn how to follow up in this blog post!
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Brookelle Hunter
- Sep 12
- 6 min
How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Comprehensive, Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
496 views0 comments
Brookelle Hunter
- Sep 2
- 4 min
5 Steps: Preparing for a Profitable Customer Insurance Review Meeting
Preparation is key when it comes to conducting a customer insurance review meeting. Learn 5 steps to prepare for optimum results!
327 views0 comments
Brookelle Hunter
- Aug 23
- 7 min
A Qualitative Look at 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.
63 views0 comments
Brookelle Hunter
- Aug 17
- 6 min
How to Write an Effective Script for Your Insurance Appointment Setting
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!
184 views0 comments
Brookelle Hunter
- Aug 15
- 3 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:
167 views0 comments
Brookelle Hunter
- Aug 5
- 3 min
What are the advantages of staying top of mind with your existing insurance customers?
Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!
75 views0 comments
Brookelle Hunter
- Aug 1
- 5 min
5 More Common Challenges for Insurance Agents & Ways to Overcome Them (Pt. 2)
Some more common challenges insurance agents face actually have very simple solutions! Learn more today!
54 views0 comments
Brookelle Hunter
- Jul 27
- 4 min
What You Miss Out on When You Avoid Virtual Insurance Appts at Your Agency
If you haven't embraced virtual appointments with your insurance clients yet, it's time. Check out the things you're missing out on!
87 views0 comments
Brookelle Hunter
- Jul 18
- 5 min
7 Common Challenges for Insurance Agents & Ways to Overcome Them
Some common challenges insurance agents face actually have very simple solutions! Check them out today!
130 views0 comments
Brookelle Hunter
- Jul 13
- 4 min
6 Things to Expect in Your First Year of Customer Insurance Reviews
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
209 views0 comments
Brookelle Hunter
- Jun 28
- 6 min
8 Myths about Outsourced Appt. Setting in Insurance - Let's Set the Record Straight
It's 2022 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing
198 views0 comments
Brookelle Hunter
- Jun 27
- 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!
260 views0 comments
Brookelle Hunter
- Jun 9
- 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.
293 views0 comments
Brookelle Hunter
- Jun 6
- 6 min
Retention-Focused Onboarding for New Insurance Clients
Are you onboarding your new clients in a way that fosters high retention rates in your insurance agency? Learn how today!
151 views0 comments
Brookelle Hunter
- May 23
- 5 min
7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
With over 15 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.
357 views0 comments
Brookelle Hunter
- May 18
- 6 min
7 Tips for Annual Insurance Reviews During the Summer
Many insurance agents have mixed feelings about production in the Summer months. Learn how you can still have a productive summer!
247 views0 comments
Brookelle Hunter
- May 4
- 10 min
20 Common Client Objections to Annual Insurance Reviews
Insurance appointment setting may sound like a simple and easy task, but you might get some objections. Learn how to respond to them today!
1,054 views0 comments
Brookelle Hunter
- Apr 29
- 6 min
How Customer Insurance Reviews Elevate Your Agency
Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!
208 views0 comments
Brookelle Hunter
- Apr 26
- 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!
92 views0 comments