Meet More Clients.
Protect More People.
Dedicated to helping insurance agents meet and protect more of their clients while growing their insurance business.
We Get You In Front of Your Clients!
All Time
Meetings Set
2020
Meetings Set
May 2020
Meetings Set
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 meeting and protecting more of your clients.
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.
Our Values
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.
Outcomes
Growth
Change
Freedom
Love
Customers
Stewardship
Team
Are your ready to Pivot Your Agency?
Testimonials
Our Recent Videos
Stop Competing on Price – Start Competing on Value
What if I said our company's widgets are the highest performing, highest quality widgets in the industry, and even better, we're the low price leader. I hope you found that opening statement a little bit hard to swallow. You knew something was wrong with it, right? Like can I be the highest quality widget manufacturer in the industry and also be the cheapest? Not Really, right?
Why Should a Client Give You a Referral?
Guess what? You already know exactly how to get referrals from clients, but you might not have recognized that you know it. We drive insane amounts of referral traffic. In fact, our enrollments for this past month where 67 percent referral based. You'd love to have that kind of referral business, wouldn't you?
You’re Attracting the Wrong Customers
If your book is full of customers who only care about getting the lowest price on minimum coverage, it's time for an upgrade. If that sounds like you and your insurance agency, there some things you can do to make it happen. I'm going to walk you through some of the levers you can pull and some of the knobs that you can turn to get your agency going in a new direction.