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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.
Brookelle Hunter
Aug 18, 20244 min read
99 views
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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?
Brookelle Hunter
Aug 4, 20243 min read
403 views
0 comments

9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
Not closing enough sales from customer insurance review appointments? Read more to find out why and discover tips to turn things around!
Brookelle Hunter
Jul 28, 20246 min read
935 views
0 comments

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!
Brookelle Hunter
Jul 14, 20247 min read
686 views
0 comments

4 Benefits of "Poking the Sleeping Bear" When Rates Increase
Many insurance agents opt not to "poke the sleeping bear" when rates increase, but look at these benefits of approaching renewals head on!
Brookelle Hunter
Jun 16, 20243 min read
580 views
0 comments


Turn Your Insurance Appointments into Glowing Online Reviews
Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.
Brookelle Hunter
Jun 2, 20244 min read
438 views
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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.
Brookelle Hunter
May 22, 20243 min read
245 views
0 comments

Engagex: Creating Positive Interactions with Impact
At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.
Brookelle Hunter
May 5, 20242 min read
108 views
0 comments

No Show? Not the end of the world.
Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!
Brookelle Hunter
Apr 14, 20244 min read
278 views
0 comments

Step-Up Your Insurance Client Retention Strategy with Consistent, Proactive Communication
The most important thing you can do to increase your client retention is communicating often with your clients.
Brookelle Hunter
Apr 3, 20244 min read
301 views
0 comments

9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping
Brookelle Hunter
Mar 27, 20245 min read
569 views
0 comments


The Top Lead Type for Max Conversions: What You Need to Know About Insurance Referrals
It's no secret to most insurance agents that referrals are valuable. Let's dive into 5 compelling statistics about referrals!
Brookelle Hunter
Mar 18, 20242 min read
231 views
0 comments

Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.
Brookelle Hunter
Mar 10, 20245 min read
216 views
0 comments


A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers
Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!
Brookelle Hunter
Mar 6, 20244 min read
493 views
0 comments


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
Brookelle Hunter
Feb 25, 20243 min read
100 views
0 comments

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:
Brookelle Hunter
Feb 25, 20244 min read
228 views
0 comments

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.
Brookelle Hunter
Feb 6, 20248 min read
139 views
0 comments

What are the advantages of staying top of mind with your existing insurance customers?
Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!
Brookelle Hunter
Jan 28, 20243 min read
128 views
0 comments

The Biggest Reason Your Insurance Clients Cancel
Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)
Brookelle Hunter
Jan 26, 20243 min read
1,883 views
0 comments

How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
Brookelle Hunter
Jan 9, 20246 min read
857 views
0 comments
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