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!
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Brookelle Hunter
Nov 214 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?
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Brookelle Hunter
Nov 134 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?
941 views0 comments
Brookelle Hunter
Oct 226 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!
909 views0 comments
Brookelle Hunter
Oct 145 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!
647 views0 comments
Brookelle Hunter
Oct 84 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!
855 views0 comments
Brookelle Hunter
Sep 272 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!
1,460 views0 comments
Brookelle Hunter
Sep 204 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.
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Brookelle Hunter
Sep 178 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.
1,013 views0 comments
Brookelle Hunter
Sep 86 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!
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Brookelle Hunter
Aug 2510 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!
1,845 views0 comments
Brookelle Hunter
Aug 184 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.
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Brookelle Hunter
Aug 43 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?
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Brookelle Hunter
Jul 286 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!
931 views0 comments
Brookelle Hunter
Jul 147 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!
668 views0 comments
Brookelle Hunter
Jul 76 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!
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Brookelle Hunter
Jun 163 min read
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!
576 views0 comments
Brookelle Hunter
Jun 24 min read
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 223 min read
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.
239 views0 comments
Brookelle Hunter
May 52 min read
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.
101 views0 comments
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