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 25
- 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!
1,749 views0 comments
Brookelle Hunter
- Aug 18
- 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.
83 views0 comments
Brookelle Hunter
- Aug 4
- 3 min
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?
400 views0 comments
Brookelle Hunter
- Jul 14
- 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!
661 views0 comments
Brookelle Hunter
- May 22
- 3 min
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.
233 views0 comments
Brookelle Hunter
- Feb 25
- 3 min
How Tracking Call Information Boosts Efficiency
15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
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Brookelle Hunter
- Feb 25
- 4 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:
227 views0 comments
Brookelle Hunter
- Feb 6
- 8 min
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.
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Brookelle Hunter
- Sep 24, 2023
- 3 min
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.
342 views0 comments
Brookelle Hunter
- Sep 10, 2023
- 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
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Brookelle Hunter
- Aug 16, 2023
- 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.
153 views0 comments
Brookelle Hunter
- Jul 7, 2023
- 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!
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Brookelle Hunter
- Jul 7, 2023
- 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.
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Brookelle Hunter
- Jun 16, 2023
- 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!
142 views0 comments
Brookelle Hunter
- Apr 11, 2023
- 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!
358 views0 comments
Brookelle Hunter
- Feb 14, 2023
- 2 min
Meet the Reps that Schedule Your Appointments
Our not-so-secret ingredient to appointment setting success is our incredible people! Meet our callers in this blog post.
223 views0 comments
Brookelle Hunter
- Sep 2, 2022
- 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!
356 views0 comments
Brookelle Hunter
- Aug 17, 2022
- 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!
264 views0 comments
Brookelle Hunter
- Jul 13, 2022
- 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.
241 views0 comments
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