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!
359 views0 comments
Brookelle Hunter
Apr 6, 20234 min read
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!
256 views0 comments
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
Feb 1, 20234 min read
What do Millennials and Gen Z really want from their insurance agents?
Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.
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Brookelle Hunter
Oct 28, 20224 min read
What You Miss Out on When You Avoid Virtual Insurance Appts at Your Agency
If you haven't embraced virtual appointments with your insurance clients yet, it's time. Check out the things you're missing out on!
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Brookelle Hunter
Oct 19, 20224 min read
Social Media Posts for Insurance Customer Retention + 20 Post Ideas
Did you know that utilizing social media can help you retain your existing insurance customers? Learn how in this blog post!
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Brookelle Hunter
Oct 3, 20223 min read
Are customer insurance review appointments dead in the digital age of Insuretech?
With the transition of traditional insurance to more digital options, the question has to be asked: are insurance review appointments dead?
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Brookelle Hunter
Sep 19, 20223 min read
Closing the Sale: How to Follow-Up After a Customer Insurance Review
The impact of regular customer insurance reviews comes during the follow-up process. Learn how to follow up 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
Aug 1, 20225 min read
5 More Common Challenges for Insurance Agents & Ways to Overcome Them (Pt. 2)
Some more common challenges insurance agents face actually have very simple solutions! Learn more today!
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Brookelle Hunter
Jul 18, 20225 min read
7 Common Challenges for Insurance Agents & Ways to Overcome Them
Some common challenges insurance agents face actually have very simple solutions! Check them out today!
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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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Brookelle Hunter
May 23, 20225 min read
7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
With over 15 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.
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Brookelle Hunter
Apr 29, 20226 min read
How Customer Insurance Reviews Elevate Your Agency
Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!
276 views0 comments
Brookelle Hunter
Apr 20, 20225 min read
10 Symptoms of an Unsustainable Insurance Business Model
Because of the commoditization of insurance, agents may struggle to sell and keep new policies. Check out the symptoms to watch for!
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Brookelle Hunter
Apr 1, 20223 min read
Common Policy Review Mistakes and How to Avoid Them
Here are a few common mistakes that must be avoided to make your insurance review program a game changer.
704 views0 comments
Brookelle Hunter
Mar 21, 20223 min read
Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)
If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.
700 views0 comments
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