Preparing your clients for customer insurance reviews can make or break your annual review program. Follow these tips for success!

Wondering where to start? The tips in this post will help lay the groundwork for your agency's successful annual insurance review program.

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.

If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.

Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!

From almost 20 years of experience setting insurance appointments, we've learned a thing or two. Learn from our experiences in this post!

Insurance appointment setting may sound like a simple and easy task, but you'll likely get objections. Learn how to respond to them today!

Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.

Insurance agents - ask yourself, does this specific communication add value to your customer’s experience?

No-shows are a given for any appointment-driven business, but trying these tips can reduce the number of no-shows at your insurance agency!

Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.

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.

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.

Is it time for your insurance agency to outsource appointment setting? Here are 5 signs it might be time!

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.