15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention

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:

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.

Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!

Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)

We've scoured the internet for unique and effective goal setting tips! Read them here and make 2024 a successful year for your agency.

Did you know that there are real, monetary benefits of training your staff members to conduct customer insurance review meetings?

Adhering to these tips will ensure these insurance review appointments to be productive for both you AND your clients.

It's 2023 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing

Some agencies rely heavily on staff members to handle in-house scheduling, but this can be far more expensive and less effective.

Customer Insurance Review meetings are the best source of new sales opportunities. Read these examples of how the meetings lead to sales.

Many insurance agents have mixed feelings about production in the Summer months. Learn how you can have both a fun AND productive summer!

Our not-so-secret ingredient to appointment setting success is our incredible people! Meet our callers in this blog post.

Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.

If you haven't embraced virtual appointments with your insurance clients yet, it's time. Check out the things you're missing out on!

Did you know that utilizing social media can help you retain your existing insurance customers? Learn how in this blog post!

With the transition of traditional insurance to more digital options, the question has to be asked: are insurance review appointments dead?

The impact of regular customer insurance reviews comes during the follow-up process. Learn how to follow up in this blog post!

Preparation is key when it comes to conducting a customer insurance review meeting. Learn 5 steps to prepare for optimum results!

Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!