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    7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
    Brookelle Hunter
    • 2 days ago
    • 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.
    198 views0 comments
    7 Tips for Annual Insurance Reviews During the Summer
    Brookelle Hunter
    • 6 days ago
    • 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!
    197 views0 comments
    20 Common Client Objections to Annual Insurance Reviews
    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!
    974 views0 comments
    Not All Customer Insurance Review Programs are Created Equal
    Brookelle Hunter
    • Jan 26
    • 6 min

    Not All Customer Insurance Review Programs are Created Equal

    Despite all the benefits that come from annual insurance reviews, many agencies struggle to do them effectively due to these common pitfalls
    100 views0 comments
    5 Signs It's Time for Your Insurance Agency to Outsource Appointment Setting
    Brookelle Hunter
    • Jan 11
    • 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 indicators that you might need to!
    98 views0 comments
    The 6 Key Components of a Fruitful Annual Insurance Review Program
    Brookelle Hunter
    • Jan 6
    • 5 min

    The 6 Key Components of a Fruitful Annual Insurance Review Program

    A lucrative customer insurance review program comes down to 6 critical components. Discover what they are and implement them today!
    90 views0 comments
    11 Critical Lessons We've Learned From 15+ Years of Experience Scheduling Insurance Appointments
    Brookelle Hunter
    • Oct 12, 2021
    • 6 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!
    135 views0 comments
    How to Systematically Contact Your Clients for Annual Customer Insurance Review Appointments
    Brookelle Hunter
    • Aug 30, 2021
    • 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:
    98 views0 comments
    3 More Myths About Outsourcing Your Insurance Appointment Setting - Debunked
    Brookelle Hunter
    • Jun 18, 2021
    • 2 min

    3 More Myths About Outsourcing Your Insurance Appointment Setting - Debunked

    We’re here to debunk 3 more myths about outsourcing insurance appointment setting!
    97 views0 comments
    Insurance Agents, do you still believe these 5 myths about outsourcing your appointment setting?
    Brookelle Hunter
    • Jun 16, 2021
    • 4 min

    Insurance Agents, do you still believe these 5 myths about outsourcing your appointment setting?

    It's 2021 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing
    135 views0 comments
    9 Ways to Reduce Insurance Review No-Shows
    Brookelle Hunter
    • May 25, 2021
    • 3 min

    9 Ways to Reduce Insurance Review No-Shows

    While we wish no-shows weren't a part of insurance appointments, they are. We've compiled a list of 9 ways to reduce no-shows!
    167 views0 comments
    The Engagex Agent Portal - Take Control Over Your Appointment Setting
    Brookelle Hunter
    • Mar 22, 2021
    • 3 min

    The Engagex Agent Portal - Take Control Over Your Appointment Setting

    Here are the key features of Engagex’s insurance agent portal that makes our appointment setting services the smoothest in the industry.
    46 views0 comments
    How Tracking Call Information Boosts Efficiency
    Brookelle Hunter
    • Mar 15, 2021
    • 2 min

    How Tracking Call Information Boosts Efficiency

    Your agency probably makes hundreds of phone calls each month and the amount of information you handle is incredible.
    69 views0 comments
    In-House Appointment Scheduling: How Effective is it for Insurance Agencies?
    Brookelle Hunter
    • Mar 2, 2021
    • 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.
    80 views0 comments
    Should I Have a Strategy Behind the Lists I Use?
    Brookelle Hunter
    • Sep 21, 2020
    • 2 min

    Should I Have a Strategy Behind the Lists I Use?

    While important, your list strategy doesn’t have to be overly complicated. Here are some simple and effective strategies our customers use.
    77 views0 comments
    6 Things to Expect in Your First Year of Customer Insurance Reviews
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    • Aug 13, 2020
    • 3 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.
    133 views0 comments
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