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
- Jul 31
- 3 min
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.
281 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!
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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 9
- 4 min
Turn Your Insurance Appointments into Glowing Online Reviews
Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.
344 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!
1,383 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!
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Brookelle Hunter
- Jan 19
- 6 min
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!
581 views0 comments
Brookelle Hunter
- Dec 2, 2022
- 3 min
The Monetary Benefits of Training Your Agency Staff Members to Conduct Customer Insurance Reviews
Did you know that there are real, monetary benefits of training your staff members to conduct customer insurance review meetings?
256 views0 comments
Brookelle Hunter
- Nov 16, 2022
- 4 min
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!
405 views0 comments
Brookelle Hunter
- Sep 19, 2022
- 3 min
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!
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Brookelle Hunter
- Sep 12, 2022
- 6 min
How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Comprehensive, Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
624 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!
348 views0 comments
Brookelle Hunter
- Jul 18, 2022
- 5 min
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!
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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
- Apr 1, 2022
- 3 min
Common Policy Review Mistakes and How to Avoid Them
Here are a few common mistakes that must be avoided to make your insurance review program a game changer.
696 views0 comments
Brookelle Hunter
- Mar 21, 2022
- 3 min
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.
688 views0 comments
Brookelle Hunter
- Mar 4, 2022
- 3 min
How to Create Educational Content that Sells Policies
One of simplest ways to warm up your clients and prepare them for a cross-sell is to educate them. Learn how to create educational content!
514 views0 comments
Brookelle Hunter
- Feb 23, 2022
- 2 min
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
As an insurance agent, if you're not using the needs assessment form, you're missing out on sales opportunities! Learn more here!
675 views0 comments
Brookelle Hunter
- Feb 10, 2022
- 4 min
12 Steps for Running an Effective Customer Insurance Review Meeting
We simplified the process of a successful customer insurance review appointment for you - follow these 12 steps to increase client retention
692 views0 comments
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