Brookelle HunterFeb 253 minHow Tracking Call Information Boosts Efficiency15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
Brookelle HunterFeb 254 minHow to Systematically Contact Your Clients for Annual Customer Insurance Review AppointmentsBy 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:
Brookelle HunterFeb 68 minThe Costs & Benefits of In-House vs. Outsourced Appointment SchedulingThere'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.
Brookelle HunterSep 24, 20233 minThe "DOs" and "DON'Ts" of Customer Insurance ReviewsAdhering to these tips will ensure these insurance review appointments to be productive for both you AND your clients.