Resources for Insurance Agents.
Resources for Insurance Agents
TRAINING
Our training provides step-by-step instructions on hot to conduct insurance review meetings with your client.
TOOLS
We provide all the tools that you need to implement a robust insurance review program in your agency.
APPOINTMENT SETTING
We make the calls so you can focus on meeting with your customers. With over a decade of experience, our callers are the best in the industry.
Subscribe to the Blog
We want to help you make your insurance agency as effective as possible. Sign up to receive emails that contain our latest content designed with tips to help you be successful.
More Articles to Improve Your Insurance Agency
Video Blog: How to Follow Up After a CIR Review Meeting
During a customer insurance review meeting, you gather information that can lead to future sales opportunities. In this video blog, Daniel explains ho...
Video Blog: Common Customer Insurance Review Mistakes
Customer insurance review appointments can be more difficult than you might think. There are some pitfalls that should be avoided to be as effective a...
Video Blog: Referral Programs Ideas for Insurance Agents
Build yourself a referral machine. Rather than awkwardly hounding your clients for referrals each time you see them, set up a program that keeps you o...
Improve Your Insurance Business
Resource Library
We are continually creating resources to help you learn ways you can improve your insurance business, specifically through customer insurance review meetings.
We provide a variety of content including blog articles, infographics, ebooks, and more to give you the opportunity to learn and thrive on your own.
We provide a variety of content including blog articles, infographics, ebooks, and more to give you the opportunity to learn and thrive on your own.
Agent Portal Software
Our agent portal gives you total visibility into the service we provide you. The portal can generate reports on our appointment setting progress or lets you update your customers for us to call. The portal also houses training videos and resource documents.
Reviews and Testimonials
Hundreds of insurance agents have found great success using our services. Read what they’ve had to say about our customer service, and the overall impact our services had on their success. We’ve helped hundreds of agents be successful, and we are confident we can help you, too.