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 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!
191 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
276 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.
146 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!
259 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!
180 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
- 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!
140 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.
47 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!
1,401 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
- Mar 6
- 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?
115 views0 comments
Brookelle Hunter
- Feb 14
- 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.
221 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!
350 views0 comments
Brookelle Hunter
- Aug 23, 2022
- 7 min
A Qualitative Look at 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
- 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!
243 views0 comments
Brookelle Hunter
- Aug 15, 2022
- 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:
189 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.
240 views0 comments
Brookelle Hunter
- May 23, 2022
- 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.
422 views0 comments
Brookelle Hunter
- Jan 26, 2022
- 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
106 views0 comments
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