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!
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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!
221 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:
175 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.
233 views0 comments
Brookelle Hunter
- Jun 28, 2022
- 6 min
8 Myths about Outsourced Appt. Setting in Insurance - Let's Set the Record Straight
It's 2022 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
- 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.
387 views0 comments
Brookelle Hunter
- May 18, 2022
- 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!
250 views0 comments
Brookelle Hunter
- May 4, 2022
- 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!
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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
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Brookelle Hunter
- Jan 11, 2022
- 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!
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Brookelle Hunter
- Jan 6, 2022
- 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!
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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!
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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!
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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.
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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.
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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.
81 views0 comments
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.
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