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Brookelle Hunter
Feb 69 min read
12 Common Challenges for Insurance Agents & How to Overcome Them
Many common challenges insurance agents face actually have very simple solutions! Check them out today!
668 views0 comments

Brookelle Hunter
Jan 204 min read
The Truth About Customer Insurance Reviews - What to Expect in Your First Year
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
346 views0 comments


Brookelle Hunter
Jan 33 min read
The Simple Process that Boosts Client Retention & Insurance Agency Growth in 2025
High customer retention rates consistently and positively correlate with high profits. So how do you boost your retention rates?
240 views0 comments

Brookelle Hunter
Dec 9, 20243 min read
Sustainable Agency Growth: Why Client Outreach Beats Cold Calling in the Long Run
Learn how you can sustainably grow your insurance agency by focusing on opportunities within your current book of business!
769 views0 comments

Brookelle Hunter
Dec 2, 20246 min read
Write an Effective Script to Maximize Your In-House Appointment Setting Efforts
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!
445 views0 comments


Brookelle Hunter
Nov 21, 20244 min read
6 Ways to Build a Happy & Loyal Book of Business for Your Insurance Agency
Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?
326 views0 comments

Brookelle Hunter
Nov 13, 20244 min read
Stop Delaying! Why You Need to Prioritize Your Customer Insurance Review Program Today
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?
942 views0 comments

Brookelle Hunter
Oct 22, 20246 min read
Unlocking Client Loyalty: 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!
919 views0 comments

Brookelle Hunter
Oct 14, 20245 min read
7 Fresh 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!
659 views0 comments


Brookelle Hunter
Oct 8, 20244 min read
12 Steps for Running an Effective Customer Insurance Review Meeting
Follow these 12 steps in your insurance client review meetings to increase customer retention!
869 views0 comments


Brookelle Hunter
Sep 27, 20242 min read
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!
1,479 views0 comments

Brookelle Hunter
Sep 20, 20244 min read
Insurance Client Outreach During The Holidays - Business as Usual?
Customer outreach during the holidays is just as important as it is any other time of year. We'll help you decide what approach is best.
384 views0 comments

Brookelle Hunter
Sep 17, 20248 min read
Why You Need to Prevent Burnout at Your Agency (and how to do it)
Prevent burnout at your insurance agency and improve your bottom line. A 2024 guide to small business employee wellbeing.
1,021 views0 comments

Brookelle Hunter
Sep 8, 20246 min read
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!
348 views0 comments

Brookelle Hunter
Aug 25, 202410 min read
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!
1,879 views0 comments

Brookelle Hunter
Aug 18, 20244 min read
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.
98 views0 comments

Brookelle Hunter
Aug 4, 20243 min read
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?
403 views0 comments

Brookelle Hunter
Jul 28, 20246 min read
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!
933 views0 comments

Brookelle Hunter
Jul 14, 20247 min read
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!
683 views0 comments

Brookelle Hunter
Jul 7, 20246 min read
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!
306 views0 comments
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