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!
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Brookelle Hunter
Aug 2510 min read
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!
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Brookelle Hunter
Aug 184 min read
The Surprising ROI of Meeting with Your Current Clients
Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.
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Brookelle Hunter
Aug 43 min read
Does your frequent agent-client communication add value to the customer experience?
Insurance agents - ask yourself, does this specific communication add value to your customer’s experience?
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Brookelle Hunter
Jul 147 min read
12 Ways to Prevent Insurance Appointment No-Shows: Reinforcing the Value of Annual Review Meetings
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!
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Brookelle Hunter
May 223 min read
Agent Cecil Burt on Proactive Customer Outreach & Virtual Appointments at his Insurance Agency
Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.
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Brookelle Hunter
Feb 253 min read
How Tracking Call Information Boosts Efficiency
15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
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Brookelle Hunter
Feb 254 min read
How to Systematically Contact Your Clients for Annual Customer Insurance Review Appointments
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:
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Brookelle Hunter
Feb 68 min read
The Costs & Benefits of In-House vs. Outsourced Appointment Scheduling
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.
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Brookelle Hunter
Sep 24, 20233 min read
The "DOs" and "DON'Ts" of Customer Insurance Reviews
Adhering to these tips will ensure these insurance review appointments to be productive for both you AND your clients.
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Brookelle Hunter
Sep 10, 20236 min read
8 Myths about Outsourced Appt. Setting in Insurance - Let's Set the Record Straight
It's 2023 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing
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Brookelle Hunter
Aug 16, 20233 min read
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.
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Brookelle Hunter
Jul 7, 20232 min read
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!
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Brookelle Hunter
Jul 7, 20234 min read
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.
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Brookelle Hunter
Jun 16, 20233 min read
5 Signs It's Time for Your Insurance Agency to Outsource Appointment Setting
Is it time for your insurance agency to outsource appointment setting? Here are 5 signs it might be time!
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Brookelle Hunter
Apr 11, 20236 min read
7 Tips for Annual Insurance Reviews During the Summer
Many insurance agents have mixed feelings about production in the Summer months. Learn how you can have both a fun AND productive summer!
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Brookelle Hunter
Feb 14, 20232 min read
Meet the Reps that Schedule Your Appointments
Our not-so-secret ingredient to appointment setting success is our incredible people! Meet our callers in this blog post.
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Brookelle Hunter
Sep 2, 20224 min read
5 Steps: Preparing for a Profitable Customer Insurance Review Meeting
Preparation is key when it comes to conducting a customer insurance review meeting. Learn 5 steps to prepare for optimum results!
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Brookelle Hunter
Aug 17, 20226 min read
How to Write an Effective Script for Your Insurance Appointment Setting
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!
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Brookelle Hunter
Jul 13, 20224 min read
6 Things to Expect in Your First Year of Customer Insurance Reviews
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
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