Protect More People.
Pivot your business.
Find out why your book has everything you need to achieve Sustainable Growth for your insurance agency.
What Does The Future Of Your Insurance Agency Look Like?
Are you stuck in New Customer Acquisition mode, always depending on short-term transactions? The successful insurance agency of the next decade and beyond focuses on connecting deeply with clientele and pivoting to Sustainable Growth.
Client Focus will help you develop a custom strategy for your agency's long-term sustainable growth.
Customized Review Appointment Programs
Many different factors go into creating a successful review appointment program. Client Focus takes the time to understand your business to create a custom review appointment program explicitly designed to meet the needs of your agency. We then manage your review appointment program for you and help you drive the long-term wealth and freedom that only come from serving your clients. The first step is a no-obligation strategy call.
Virtual Team Member
Your Client Focus consultant will help you build and sustain a high-value review appointment program. Beyond just making phone calls, our consultants will work closely with you and your team to optimize every meeting with a client including tips on how to get great referrals, how to improve your customer experience, or how to build an agency focused on long-term growth. Your Client Focus consultant is more than just an appointment setter, they are a critical Virtual Team Member within your office.
At Client Focus, eight core values are the foundation 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.
Are your ready to Pivot Your Agency?
Our Recent Videos
How do you feel when somebody tries to close you? Doesn't it kind of feel like the entire experience has been nothing more than transaction like once it's over, the salesperson's going to ride off into the sunset and that's going to be it? In a retail transaction that might be OK, but if you're trying to build a long-term relationship based insurance agency, you don't want to sell in a way that makes your customer feel like they're just a sale.
The fact is most referrals aren't that great. Yeah, I said that, so what the heck are we talking about? The kind of referral that most people ask for amounts to like a name and a phone number or worse, maybe a name and an email address. What you want is a warm handoff. You want somebody who already has a good impression of you and is anticipating your call. What you want, my friends is an introduction.
Most small businesses dabble in referrals, but they never really get good at it. If you're like most small businesses, you've tried to get referrals, but you haven't been able to turn it into your primary stream of new high-value clientele. Well, at Client Focus we've been able to drive referral business to over 60 percent of our new customers. It didn't happen in a day though; we had to learn to become effective at asking for referrals.