Frequently Asked Questions

Never. An appointment guarantee would actually lower our value proposition. Here’s why…

Let’s say that you have really high engagement with your clients. They’ve been with you for decades and they know your team members by name. You interact with them in the community and you serve them whenever you can. Now, on the other side of the country, there’s an agent who has neglected his book for years. He’s mostly focused on transactions and doesn’t understand why it’s important to build relationships.

Ok, so both of you ask, “Do you guarantee a certain number of appointments?” In order for us to say, “yes,” we would have to set the bar low enough to accommodate both of you. But if you have a high engagement rate with your clients, you should be expecting something much higher than that. Not fair for you, right?

Both of you are trying to cultivate client relationships, but you’re starting off with different appointment levels, we’re going to make the same commitment to both of you:

  • We’ll make highly-skilled calls designed to balance getting appointments with conveying the right feel.
  • We’ll evaluate results with you and continuously improve the strategy to produce better results that align with your objectives.
  • We’ll provide content and coaching to help your team yield more from appointments on average.


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Client Focus’s mission is to help transform your agency to have higher value sales, higher value clientele, and long-term growth. So we develop a custom program based on your agency’s goals and challenges through a Strategy Call.

It’s a dive deep to figure out which successful strategies will best help your agency grow. It’s incredibly valuable and there’s no obligation to enroll.

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Billing with Client Focus couldn’t be easier. We bill your credit card monthly, typically on the 12th, but custom billing dates can be arranged at no additional charge.

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The technical answer is either three or six months, depending on the service you’re enrolled in, with a 30-day cancellation notice.

But if review appointments are part of your growth strategy, being consistent is the key. If you want your employees and your clients to build trust, stopping and starting is the worst possible approach.

And if you want to transform your agency to sell high-value products and drive lots of referral business, you need to make client a cornerstone of your business strategy.

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You will have a consultant who will be the primary person talking to all of your clients. Your consultant will help you build your strategy, and then they’ll drive execution. Along the way, they’ll continuously improve the program based on what we’ve learned working with high-value agencies across the country. And if they’re ever out of the office, they have a close-knit team to seamlessly back them up.

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While we can’t see your Outlook calendar, for some insurance companies we can sync with your calendar. If your company won’t allow us to sync, it’s ok, because we have a web-based calendar in our portal for managing appointment scheduling.

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There are 3 different options you can choose.

    1. A generic 800 number
    2. a Caller ID number that comes as close as possible to your office number
    3. Your office phone number


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The really important thing is not to pretend that no-shows won’t happen, but to have a proactive plan to minimize them and recover from them. Your goal is to meet your clients, not to collect refunds.

That’s where our consultants come in. As you work together to develop your review appointment strategy, they’ll share with you what works for other agents. And once you’re up and running, they’ll tune things and make real-time recommendations to get the best possible results.

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Calls are generally made Monday through Friday from 9:00 a.m. until 8:00 p.m. and Saturdays as needed from 9:00 a.m. until 12:00 noon (local time zones). We do not make calls on major holidays or on the eve of some major holidays. Confirmation calls are made the business day before the review.
Yes. Our bilingual consultants can meet the needs of both your English and Spanish-speaking clients. Other languages may be available depending on our current staff.

We suggest to work with an alpha list. This way, we are contacting all of your clients and it will be seamless to pick up where you left off. However, if you have a specific goal in mind, we can work with you on deciding which type of list to target.

You could, however, there’s something much bigger at stake, here, which is your review appointment strategy. Agents with highly successful review appointment programs treat list preparation like the strategic tip of the spear for driving high-value results each month.

Our goal is to help you get the most out of your program and out of each appointment. The more strategic and collaborative you and your consultant are, the more high-value results you’ll generate, including financial services, referral business, and of course better retention. With this in mind, this type of list approach is not recommended.

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Yes. As long as we are notified before the beginning of the month, you can increase or decrease the number of monthly contacts Client Focus makes on your behalf. Changes can only be made at the beginning of each month.

We will have a caller ID in place That will give the impression we are calling from your office. We will also state that we are calling on behalf of your office; however, if they ask, we will inform them that we are calling from a separate office handling your scheduling.
We are able to accommodate agents that have multiple offices and have multiple options for this. We also strongly suggest allowing team members to help in handling these appointments and are able to specify with the clients based off of your needs.
Our approved insurance review script invites your clients to meet with you to review their current policies. We leave space for you to address areas in which your clients might be under-insured and also invite spouses to participate in the review. Our goal is to set you up for success!

Need further help?

Feel free to call us at (800) 253-1362. We are always ready to assist you with any question you may have in mind.