Life Insurance, Retirement, LTC & P&C Insurance Reviews
Multiple calling campaigns to optimize results
Our appointment setting services will help you place more life insurance, and we have other targeted campaigns to reach other customer needs.
Here are the calling campaigns we can partner with you on:
#1
Life Insurance Reviews
Asking the right customers for a life insurance review takes effort and a consistent process.
#2
Retirement Risk Reviews
A customer also has the risk of outliving their assets, a perfect fit for your risk management approach.
#3
Long-Term Care Risk Reviews
Reviewing the LTC and overall health care strategy of your customer is critical to their protection plan.
#4
Personal Lines Insurance Review
Connect with your customers for an auto, home or commercial insurance policy review.
"The multi-line agent has the BEST opportunity to lead customers on their finances."
What we offer your agency
Appointment Setting
- Experienced U.S. Team
- Dedicated Account Manager
- Expertise to work your book
Sales Coaching
- Sharing techniques to close
- Coaching for new staff
- Assist with common obstacles
Performance Tracking
- Feedback on results
- Evidence-based coaching
- Ensuring program ROI