CLIENT APPOINTMENTS SCHEDULED FOR YOU

  • Cross-Sell Opportunities
  • Revenue Retention
  • Outlook Calendar Integration
  • Month-To-Month Agreement
  • Always Gets Done

HOW DOES IT WORK?

  1. We assign you a Virtual Team Member.
  2. They schedule your appointments for you.
  3. You meet with clients.
  4. You increase policies per household and retention.
Successful Agents

Testimonials

“I’ve been working with Client Focus for 3 years now. In my 12 years as an agent, I’ve tried everything to schedule appointments and this has worked better than anything else. Meeting with current customers is crucial to our success and protecting each customer based on their situation. There is no doubt without the volume of appointments we would not meet our goals in all the product lines we offer.”
Bryan Jackson

“Client focus has been the driving force for our office in setting kept appointments and has proven to help us retain business even in light of a recent period of rate increases. Our consultant has an incredible knack for talking to our clients and putting them at ease. They are prepared to visit with us about what’s important to them, and we have not had one person complain about your contacts.”

Laurie Brazier

“After speaking with a few other agents who were using Client Focus, I decided to give them a try.  I couldn’t be more pleased with that decision.  I am very impressed with their accessibility,  their customer service, and the results I am getting from their service.   Our “show up” rate is over 90% and not only are we writing more Financial Services than we had before Client Focus, but I am also retaining more clients.”
Jason E. Wade

Read More Testimonials

Who We Are

At Client Focus, our philosophy, purpose, and core values are the foundations of everything we do for our employees, our customers, and our company. These values make us strive to go above and beyond to be our best, help our customers succeed, and grow our company. This motivation makes Client Focus, unlike any other partner you have ever had.

Our Philosophy

Growth through value production.

Our Purpose

To profoundly impact the lives of our employees and customers.

Our Values

Abundance

We love and care about colleagues and customers. We put them at the forefront and strive to create greater outcomes for everyone.

Growth

Providing more value and becoming more useful lead to bigger opportunities. That is the cycle of real growth.

Ownership

You’re the captain of your ship. Free yourself to focus on important outcomes for yourself and others.

Are your ready to Get Started?

Schedule A Strategy Call

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