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Proactive Retention: How You Can Implement the Game-Changing Strategy at Your Agency
The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!
Brookelle Hunter
10 hours ago6 min read
313 views
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Proactive Retention: Why it's a Game-Changer for an Insurance Agency
A proactive retention strategy is just as important as a reactive strategy. Discover what proactive retention can do for your agency!
Brookelle Hunter
1 day ago4 min read
290 views
0 comments

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!
Brookelle Hunter
Mar 112 min read
71 views
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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.
Brookelle Hunter
Mar 54 min read
208 views
0 comments

7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
With over 18 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.
Brookelle Hunter
Feb 255 min read
481 views
0 comments

12 Common Challenges for Insurance Agents & How to Overcome Them
Many common challenges insurance agents face actually have very simple solutions! Check them out today!
Brookelle Hunter
Feb 69 min read
704 views
0 comments

The Truth About Customer Insurance Reviews - What to Expect in Your First Year
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
Brookelle Hunter
Jan 204 min read
351 views
0 comments


The Simple Process that Boosts Client Retention & Insurance Agency Growth in 2025
High customer retention rates consistently and positively correlate with high profits. So how do you boost your retention rates?
Brookelle Hunter
Jan 33 min read
244 views
0 comments

Sustainable Agency Growth: Why Client Outreach Beats Cold Calling in the Long Run
Learn how you can sustainably grow your insurance agency by focusing on opportunities within your current book of business!
Brookelle Hunter
Dec 9, 20243 min read
774 views
0 comments

Write an Effective Script to Maximize Your In-House Appointment Setting Efforts
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!
Brookelle Hunter
Dec 2, 20246 min read
445 views
0 comments


6 Ways to Build a Happy & Loyal Book of Business for Your Insurance Agency
Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?
Brookelle Hunter
Nov 21, 20244 min read
326 views
0 comments

Stop Delaying! Why You Need to Prioritize Your Customer Insurance Review Program Today
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?
Brookelle Hunter
Nov 13, 20244 min read
943 views
0 comments

Unlocking Client Loyalty: 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!
Brookelle Hunter
Oct 22, 20246 min read
920 views
0 comments

7 Fresh 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!
Brookelle Hunter
Oct 14, 20245 min read
670 views
0 comments


12 Steps for Running an Effective Customer Insurance Review Meeting
Follow these 12 steps in your insurance client review meetings to increase customer retention!
Brookelle Hunter
Oct 8, 20244 min read
880 views
0 comments


3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!
Brookelle Hunter
Sep 27, 20242 min read
1,499 views
0 comments

Insurance Client Outreach During The Holidays - Business as Usual?
Customer outreach during the holidays is just as important as it is any other time of year. We'll help you decide what approach is best.
Brookelle Hunter
Sep 20, 20244 min read
384 views
0 comments

Why You Need to Prevent Burnout at Your Agency (and how to do it)
Prevent burnout at your insurance agency and improve your bottom line. A 2024 guide to small business employee wellbeing.
Brookelle Hunter
Sep 17, 20248 min read
1,030 views
0 comments

11 Critical Lessons We've Learned From Almost 20 Years of Experience Scheduling Insurance Appointments
From almost 20 years of experience setting insurance appointments, we've learned a thing or two. Learn from our experiences in this post!
Brookelle Hunter
Sep 8, 20246 min read
350 views
0 comments

20 Common Client Objections to Annual Insurance Reviews
Insurance appointment setting may sound like a simple and easy task, but you'll likely get objections. Learn how to respond to them today!
Brookelle Hunter
Aug 25, 202410 min read
1,910 views
0 comments
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