• Brookelle Hunter

3 More Myths About Outsourcing Your Insurance Appointment Setting - Debunked

We’re here to debunk 3 more myths about outsourcing insurance appointment setting! In case you missed it, check out the first 5 myths we debunked here:


Insurance Agents, do you still believe these 5 myths about outsourcing your appointment setting?




Myth #6 - If you outsource your appointment setting, you'll have higher no-show rates.


Reality - No shows happen whether you outsource or have someone in-house setting your appointments.


Insurance agent looks at his watch while he waits for his client to show up for their scheduled meeting.

Some of the many factors that affect no-show rates are...

  • Geographical location of your agency and customers

  • Type of list you use

  • How consistently you've been holding review meetings

  • Customer demographics

  • Time of year

  • How long your customers have been with your agency

  • Previous experience with appointments

  • etc.

If you’re just starting to hold these meetings regularly, you can expect to have more no-shows than you might like.


It takes time and consistency to condition your customers to expect a call , schedule an appointment, and actually show up.


You also need to make sure that the appointments that people show up for are a good experience and add value to the customer's experience.


If they feel like it was a waste of time when they came in last time, the likelihood of them coming in again is low.


One thing is for sure - the more consistent you are at holding these regular insurance reviews, and the more value you add to their experience, the less no-shows you’ll have (regardless of who is scheduling them).

At Engagex, we also have a generous no-show policy on our guaranteed appointment packages: we’ll replace up to 3 no-shows each month at no extra cost to you.


Check out this blog post for 9 Ways to Reduce Insurance Review No-Shows




Myth #7 - If you outsource your appointment scheduling, your staff won’t have enough work to do.


Reality - When you take the tedious task of appointment setting off of your staff members' plates, they'll have more time and energy to service your customers, contact prospecting, and maybe even conduct appointments!


You’ll probably also see that your team doesn’t get burnt out as quickly if they don’t have to set up these appointments.


Insurance staff member on the phone while staring at the large stack of paperwork she still has to do.

Happier employees directly correlate with happier customers (Research Gate).




Myth #8 - Outsourcing your appointment setting puts your customer’s private information at risk.


Reality - Approved and trusted vendors like Engagex have security measures in place to protect your customers' data.


Keeping your customers' information safe is becoming increasingly important in this digital age. We don't take that lightly!


Call center employees receive security training.

As part of our security measures, we don't accept any customer information other than their name and phone number(s).


Our online portal is secure, we have periodic security trainings for all of our employees, and have regular security checks to make sure all protocols are being followed.


You can rest assured that your customers' information is safe with us!



Thanks for reading! What other things have you heard that you think might be a common misconception about outsourcing? Let us know in the comments and we'll cover it.

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