We know the work you do is powerful...
Discussing life insurance, retirement, and long-term health care strategies with a customer is not the same as reviewing other lines of business.
This conversation can change lives. It takes a different approach, and a team who has expertise.
We never lose sight of the importance of this topic when we are calling the people that have entrusted you with the protection of their family.
What value does LifePoint bring to your agency?
- "Coverage" for both your agency and your customers
- Delegating the time it takes to find life insurance prospects in your book
- Keeping customers aware of this risk and following up with the agency on pending opportunities
AGENCY COVERAGE
We understand that your agency does many things. Getting your customers the life insurance coverage they need is not easy, but it's one of the most important responsibilities an agent has. LifePoint allows you to continue to focus on your day-to-day priorities while making sure your customers are "covered" behind the scenes. We'll take the time to find opportunities in your book of business and get your customers engaged on this important subject. Let us help you get your customers and their families protected. This is the claim you never want to pay, but if tragedy strikes, this appointment could make all the difference in the world for your customer.
DELEGATING YOUR TIME
As the old saying goes, time is money. By using our life insurance appointment setting services, you can delegate the time it takes to prospect with confidence. Beyond simply finding prospects and scheduling them on your calendar, we're also here to guide you on how to effectively conduct your appointments. Our tools and streamlined processes are designed to maximize your opportunity for business success. Your focus is on the important, needs-based conversations with the customer without the upfront work that goes with finding prospects and scheduling appointments.
FOLLOW UP & AWARENESS
Prospecting for life insurance appointments can be time consuming. Success depends on building processes for increasing awareness in your book of business, initial appointment scheduling, rescheduling appointments, and following up on prospects. We have expertise in this area and can help you install the right processes in your agency. We have proven systems and processes to keep the customer engaged and help you place the coverage they need.
Schedule a call and we can discuss
We're ready to chat with you and determine the best package to fit your agency needs!