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.
Results matter most; merely working hard is insufficient and sometimes unnecessary.
Success is when our employees, our customers, and our company all grow and thrive.
We reward and promote people who challenge the status quo and achieve excellence.
People are amazing, except when you try to control them.
We care deeply about our co-workers, our customers, and our community.
We understand and deliver on our customer’s definition of success.
We treat our customer’s business like our own.
We are working together to accomplish something great.
Are your ready to Pivot Your Agency?
Our Recent Videos
If you're in a workshop or a seminar and some coach is telling you to do things that amount to manipulating your customers are making your employees live in a perpetual state of fear. Don't listen to them. Matt tells you why following your own path is the best way for growing your insurance agency.
This Growth Hack is really a mindset shift. We call it extreme customer alignment and what that means is aligning your best interest and your customer's best interest. Find out why this is important to growing your insurance agency.
With Megan's experience of hiring for the last five years, she has found that it boils down to five key things that you want to look for to identify and hire the best talent.