Unlocking Client Loyalty: Retention-Focused Onboarding for New Insurance Clients
Are you onboarding your new clients in a way that fosters high retention rates in your insurance agency? Learn how today!
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Brookelle Hunter
Oct 84 min read
12 Steps for Running an Effective Customer Insurance Review Meeting
Follow these 12 steps in your insurance client review meetings to increase customer retention!
855 views0 comments
Brookelle Hunter
Sep 272 min read
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!
1,462 views0 comments
Brookelle Hunter
Aug 184 min read
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.
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Brookelle Hunter
Jul 286 min read
9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
Not closing enough sales from customer insurance review appointments? Read more to find out why and discover tips to turn things around!
931 views0 comments
Brookelle Hunter
May 52 min read
Engagex: Creating Positive Interactions with Impact
At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.
101 views0 comments
Brookelle Hunter
Mar 275 min read
9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping
550 views0 comments
Brookelle Hunter
Mar 105 min read
Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.
208 views0 comments
Brookelle Hunter
Mar 64 min read
A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers
Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!
462 views0 comments
Brookelle Hunter
Jan 283 min read
What are the advantages of staying top of mind with your existing insurance customers?
Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!
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Brookelle Hunter
Jan 96 min read
How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
832 views0 comments
Brookelle Hunter
Jul 31, 20233 min read
A Simple Conversation: How Customer Insurance Reviews Lead to New Sales Opportunities
Customer Insurance Review meetings are the best source of new sales opportunities. Read these examples of how the meetings lead to sales.
288 views0 comments
Brookelle Hunter
Feb 1, 20234 min read
What do Millennials and Gen Z really want from their insurance agents?
Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.
702 views0 comments
Brookelle Hunter
Oct 3, 20223 min read
Are customer insurance review appointments dead in the digital age of Insuretech?
With the transition of traditional insurance to more digital options, the question has to be asked: are insurance review appointments dead?
367 views0 comments
Brookelle Hunter
Sep 19, 20223 min read
Closing the Sale: How to Follow-Up After a Customer Insurance Review
The impact of regular customer insurance reviews comes during the follow-up process. Learn how to follow up in this blog post!
355 views0 comments
Brookelle Hunter
Sep 2, 20224 min read
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
Jul 18, 20225 min read
7 Common Challenges for Insurance Agents & Ways to Overcome Them
Some common challenges insurance agents face actually have very simple solutions! Check them out today!
151 views0 comments
Brookelle Hunter
Apr 29, 20226 min read
How Customer Insurance Reviews Elevate Your Agency
Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!
276 views0 comments
Brookelle Hunter
Apr 20, 20225 min read
10 Symptoms of an Unsustainable Insurance Business Model
Because of the commoditization of insurance, agents may struggle to sell and keep new policies. Check out the symptoms to watch for!
457 views0 comments
Brookelle Hunter
Mar 21, 20223 min read
Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)
If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.
700 views0 comments
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