We have spent years developing processes and systems that make us super effective at setting appointments. We call your existing clients and schedule appointments for customer insurance review meetings so you can sell more policies. Frankly, we are just more efficient and affordable than any other method for scheduling appointments.
As you work to implement a customer insurance review program, you will find that using these documents make your office more organized and your customer meetings more effective. Get access to documents like a customer needs assessment form, a customer insurance review checklist, and more.
Get exclusive access to training videos to walk you step-by-step through the basics of conducting customer insurance reviews properly, so you can gather the necessary information to sell new policies. Learn the process used by the nation’s most successful agents, train your new staff members, or just refresh your knowledge.
Customer insurance review meetings provide the perfect opportunity for you to gather valuable information by reviewing customer needs and coverage. This information fuels future sales opportunities. Agents who regularly meet with their current customers write up to 72% more policies than agents who don’t. We make meeting with a large volume of your customers easy by setting the appointments for you.
1. Select an appointment package that fits your needs.
2. Enter your times of availability in the agent portal calendar.
3. Upload your client list to the agent portal.
When we call, the caller ID displays your agency name along with your local area code
Our callers use a script approved by major corporate offices
We offer replacements for appointments that no-show
We provide standard services in English and Spanish
We make reminder calls the day before each appointment
Our one-of-a-kind agent portal puts you in control of managing your schedule conflicts, appointment times, customer names, and program success
Many corporate offices offer a subsidy or cost sharing for our services to make them even more affordable
Over the years, we have worked with thousands of insurance agents and have used their feedback and advice to develop a training program for insurance agents. We are endorsed by some of the largest insurance companies in the world because we share an understanding of what makes agents successful.
Receive instant access to in-depth training videos on the agent portal anytime, anywhere.
To be as effective as possible when conducting customer insurance review meetings, you should have a set process in place. To help you in that goal, we have created several documents and worksheets to make your communications with clients run more smoothly.
Please note that for some carriers, we provide other package options. Some carriers provide subsidies or discounted pricing for their agents to buy appointment setting services, so your actual price may be lower than shown above. To get detailed information, please contact us.