9 Ways to Reduce Insurance Review No-Shows
While we wish no-shows weren't a part of insurance appointments, they are. We've compiled a list of 9 ways to reduce no-shows!
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Brookelle Hunter
- May 17, 2021
- 3 min
The Simple Process that Boosts Client Retention & Insurance Agency Growth
"High customer retention rates consistently and positively correlate with high profits.” So how do you boost your retention rates?
79 views0 comments
Brookelle Hunter
- Apr 30, 2021
- 3 min
Successful Insurance Agent Stories: A Proactive Approach
This successful insurance agent shares his experience opening his agency and how his team increased efficiency and production.
147 views0 comments
Brookelle Hunter
- Apr 13, 2021
- 4 min
How to Build a Valuable Book of Business to Sell When You Retire
This article won’t focus on how to calculate the value, but how to generate value over your career.
60 views0 comments
Brookelle Hunter
- Apr 13, 2021
- 4 min
The Common Enemy of All Insurance Agents - Commoditization of Insurance
This enemy has emerged over the past decade and is turning confidence in a stable business model into uncertainty in a volatile market.
102 views0 comments
Brookelle Hunter
- Mar 22, 2021
- 3 min
The Engagex Agent Portal - Take Control Over Your Appointment Setting
Here are the key features of Engagex’s insurance agent portal that makes our appointment setting services the smoothest in the industry.
49 views0 comments
Brookelle Hunter
- Mar 22, 2021
- 4 min
The 3 Keys to Insurance Agency Success
The most successful agents in the nation suggest that your goals as an agent will be met when you systematically focus on 3 things.
92 views0 comments
Brookelle Hunter
- Mar 15, 2021
- 3 min
Insurance Agents, is Your Job Still Necessary?
Spoiler Alert: WE know your job is still necessary...but do your clients and potential clients know that?
105 views0 comments
Brookelle Hunter
- Mar 15, 2021
- 2 min
How Tracking Call Information Boosts Efficiency
Your agency probably makes hundreds of phone calls each month and the amount of information you handle is incredible.
72 views0 comments
Brookelle Hunter
- Mar 8, 2021
- 4 min
Insurance Leads: Where to Find Them & How to Retain Them
There are many sources of new insurance leads (especially cold leads), but these sources commonly create a retention problem.
101 views0 comments
Brookelle Hunter
- Mar 8, 2021
- 3 min
6 Ways to Build a Happy & Loyal Customer Base for Your Insurance Agency
With the rise of the the internet, customers are able to switch insurance agents in a matter of minutes. Keep your clients happy by...
119 views0 comments
Brookelle Hunter
- Mar 5, 2021
- 2 min
6 Things Your Customer Insurance Review Process May Be Missing
Whether you've been regularly holding these meetings for years, or just started to think about holding them, here are 6 elements you need...
107 views0 comments
Brookelle Hunter
- Mar 2, 2021
- 3 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.
81 views0 comments
Brookelle Hunter
- Mar 2, 2021
- 3 min
Take the Awkwardness Out of Asking for Referrals: 4 Non-Invasive Referral Program Ideas
Having a referral program allows you to invite your customers to participate, rather than putting them on the spot and making things awkward
214 views0 comments
Brookelle Hunter
- Feb 22, 2021
- 3 min
Insurance Agents, Resist the Quick Fix!
It’s not that immediate lead sources should not be part of your marketing plan, they just shouldn’t be your fundamental source of growth.
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Brookelle Hunter
- Feb 10, 2021
- 1 min
The 8 Step Cycle for Implementing a Lucrative Customer Insurance Review Program
To make your program successful, we have identified a 8-step process for you to follow with each customer that you will repeat each year.
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Brookelle Hunter
- Feb 10, 2021
- 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 some examples of how these meetings lead to sales.
173 views0 comments
Brookelle Hunter
- Jan 29, 2021
- 4 min
10 Customer Insurance Review Best Practices from the Country's Most Successful Agents
We’ve conducted extensive interviews with some of the nation’s most successful agents to gather the top 10 best practices for review appts.
351 views0 comments
Brookelle Hunter
- Jan 15, 2021
- 3 min
The "DOs" and "DON'Ts" of Customer Insurance Reviews
Adhering to these tips will help these appointments be productive for both you AND your clients.
240 views0 comments
Brookelle Hunter
- Jan 15, 2021
- 2 min
Are You Getting Enough Policy Review Appointments to Be Successful?
How do you get enough policy review appointments? Systematically work through your customer list and set up an appointment with each client.
122 views0 comments
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