SERVICES
Scripts for Every Situation
Appointment Setting Calls
Build stronger relationships, uncover new opportunities, and meet more customer needs by meeting with your clients. Engage in meaningful touchpoints that drive trust, retention, and long-term value.
Each Appointment Setting Call Includes:
- A dedicated caller to act as an extension of your team.
- Up to 3 attempted contacts per customer.
- Choice of in-person, virtual, and phone appointments.
- Appointment reminders.
- Notifications about noteworthy customer situations.
- Unlimited reschedules.
- A voicemail where applicable.
Policy Review Appointments
Connect with customers, strengthen
relationships, and boost retention.
New Customer Onboarding
Turn new customers into loyal ones by
meeting early and building trust.
Investment Planning
Offer investment planning support to new
and existing customers.
New Book Onboarding
New book? Reach out to introduce
yourself and minimize attrition.
Policy Update
Explain policy changes to support
retention and ease concerns.
Small Business
Stay on top of evolving small business
needs with regular check-ins.
Ready To Start Meeting Your Customers?
Customer Outreach Calls
Stay top-of-mind with your clients through timely, professional outreach that fosters long-term relationships. These conversations open the door for future opportunities and strengthen your connection.
Each Customer Outreach Call Includes:
- A dedicated caller to act as an extension of your team.
- A single call per customer.
- Notifications about noteworthy customer situations.
- A voicemail where applicable.
- An optional appointment if requested by the customer.
Customer Care Calls
Thank customers and discover their needs before someone else does.
Birthday Calls
Show your customers you care by wishing them a happy birthday!
Rate Change Calls
Be proactive during rate changes to ease concerns and answer questions.
Catastrophe Calls
Reach out to your clients during tough times to check in and offer support.