We get small business. Really.

We started with two employees, a dream, and bills to pay. We understand the need for profitability now and growth for the future. As we look at our success, and the success of many of our customers, we see that sustainable growth is the outcome of two very important activities: focusing and connecting.


Our most successful agents do two things: build relationships and write policies. They don’t get bogged down doing or managing busy work. The same is true at Client Focus. We only do one thing, and we do it better than anyone else. It’s how we stay at the top of our game; it’s how we grow.

Our business is helping you focus. Demand generation and appointment setting are tedious for you, but it’s the core of our business. In other words, your lowest-value activities are our highest-value activities, and we have over 2,000,000 appointments to prove it.

One of our long-term customers said it best: “If I had people sitting in front of me, I could sell all day.” That’s what Client Focus does.

You write policies. We’ll generate demand.


These days, the old sales model of prospecting, pitching, and closing leads to lower margins and high client turnover. Things have changed. Companies that drive sustainable growth have embraced a new model that looks like this:


Connecting clients to agents and keeping them connected is what we do.

Build Trust

We’ve built a thriving business around turning your most tedious work into a high-touch, technology-enhanced program for rekindling client relationships.

Fulfill Needs

Moreover, we’ve mastered the technology of marketing, demand generation, and satisfaction assurance.

What Client Focus doesn’t do is to “churn and burn” through your client records. It’s bad business. Our technology prevents it. Our professional staff relies on a proprietary algorithm ensuring that all clients are treated with respect.

Client focus efficiently and effectively drives your ability to connect with clients on a scale that typical office staff cannot match. We put more clients in front of you more often so that you can focus on building trust and fulfilling their needs.


As Client Focus empowers you to focus and connect, you’ll see an increase in revenue, retention, and referrals. Here’s what drives it:


Increased sales of higher-value products


More Multi-line Policies


More opportunities based on trust


Reduced office costs and management overhead


Better prepared client meetings


It just works

Ultimately, you’re in business to grow. That’s where we come in. That’s the Client Focus difference.