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!
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Brookelle Hunter
Feb 253 min
How Tracking Call Information Boosts Efficiency
15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
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Brookelle Hunter
Feb 254 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:
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Brookelle Hunter
Feb 68 min
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
Jan 283 min
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 263 min
The Biggest Reason Your Insurance Clients Cancel
Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)
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Brookelle Hunter
Jan 96 min
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
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Brookelle Hunter
Dec 14, 20234 min
Not Your Typical Blog Post About 2024 Goal Setting (for Insurance Agents)
We've scoured the internet for unique and effective goal setting tips! Read them here and make 2024 a successful year for your agency.
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Brookelle Hunter
Nov 19, 20234 min
3 Different Ways Annual Customer Insurance Reviews Help You C.Y.A.
Annual customer insurance reviews don't only help increase retention, cross-selling, and referrals. They can also protect your agency! How?
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Brookelle Hunter
Oct 22, 20233 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?
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Brookelle Hunter
Sep 24, 20233 min
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 17, 20236 min
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
Sep 10, 20236 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
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Brookelle Hunter
Aug 24, 20231 min
Use Engagex Appointment Setting to Meet Your Life Production Goals
In order to meet your life goals, it’s vital to get the right customers in front of you for an appointment.
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Brookelle Hunter
Aug 16, 20233 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.
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Brookelle Hunter
Jul 31, 20233 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.
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Brookelle Hunter
Jul 7, 20232 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, 20234 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.
168 views0 comments
Brookelle Hunter
Jun 16, 20233 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!
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Brookelle Hunter
May 25, 20235 min
7 New Tips for Creating an Agency Culture of Receiving Referrals
Is there more you could be doing to generate referrals for your insurance agency? Check out these tips to increase your agency's referrals!
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