The "DOs" and "DON'Ts" of Customer Insurance Reviews
Adhering to these tips will ensure these insurance review appointments to be productive for both you AND your clients.
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Brookelle Hunter
- Sep 17
- 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!
212 views0 comments
Brookelle Hunter
- Sep 10
- 5 min
11 Critical Lessons We've Learned From 15+ Years of Experience Scheduling Insurance Appointments
From our 15+ years of experience setting insurance appointments, we've learned a thing or two. Learn from our experiences in this post!
189 views0 comments
Brookelle Hunter
- Sep 10
- 6 min
8 Myths about Outsourced Appt. Setting in Insurance - Let's Set the Record Straight
It's 2023 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing
269 views0 comments
Brookelle Hunter
- Aug 24
- 1 min
Use Engagex Appointment Setting to Meet Your Life Production Goals
In order to meet your life goals, it’s vital to get the right customers in front of you for an appointment.
290 views0 comments
Brookelle Hunter
- Aug 16
- 3 min
In-House Appointment Scheduling: How Effective is it for Insurance Agencies?
Some agencies rely heavily on staff members to handle in-house scheduling, but this can be far more expensive and less effective.
145 views0 comments
Brookelle Hunter
- Jul 31
- 3 min
A Simple Conversation: How Customer Insurance Reviews Lead to New Sales Opportunities
Customer Insurance Review meetings are the best source of new sales opportunities. Read these examples of how the meetings lead to sales.
281 views0 comments
Brookelle Hunter
- Jul 19
- 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!
258 views0 comments
Brookelle Hunter
- Jul 7
- 2 min
Preparing Your Clients: Laying The Groundwork for an Effective Annual Insurance Review Program
Preparing your clients for customer insurance reviews can make or break your annual review program. Follow these tips for success!
178 views0 comments
Brookelle Hunter
- Jul 7
- 4 min
Preparing Your Agency: Laying The Groundwork for an Effective Annual Insurance Review Program
Wondering where to start? The tips in this post will help lay the groundwork for your agency's successful annual insurance review program.
163 views0 comments
Brookelle Hunter
- Jul 3
- 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!
323 views0 comments
Brookelle Hunter
- Jun 16
- 3 min
5 Signs It's Time for Your Insurance Agency to Outsource Appointment Setting
Is it time for your insurance agency to outsource appointment setting? Here are 5 signs it might be time!
139 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.
344 views0 comments
Brookelle Hunter
- May 25
- 5 min
7 New Tips for Creating an Agency Culture of Receiving Referrals
Is there more you could be doing to generate referrals for your insurance agency? Check out these tips to increase your agency's referrals!
355 views0 comments
Brookelle Hunter
- May 12
- 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.
46 views0 comments
Brookelle Hunter
- May 2
- 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!
1,383 views0 comments
Brookelle Hunter
- Apr 11
- 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 have both a fun AND productive summer!
356 views0 comments
Brookelle Hunter
- Apr 6
- 4 min
Proactive Retention: Why it's a Game-Changer for an Insurance Agency
A proactive retention strategy is just as important as a reactive strategy! Discover what proactive retention can do for your agency!
230 views0 comments
Brookelle Hunter
- Mar 21
- 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.
155 views0 comments
Brookelle Hunter
- Mar 13
- 4 min
Why It's About Time That You Prioritize Your Customer Insurance Review Program
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?
311 views0 comments
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