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
2019 YTD
Meetings Set
September 2019
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
Hiring To Meet Your Company’s Core Values
When you're looking for candidates, you want to make sure that you are looking for people who align with your company's core values and those standards. You do not want to compromise those. Here is how you can successfully achieve it.
Why Character Is The Most Important Attribute When Hiring
It's pretty unheard of to hire for character, not skills. It's usually the the opposite, right? Typically, you want to hire for skills. Here is why you will learn to regret hiring solely on skills.
Agency Growth Hack: The 15% Rule
Here's a really important growth hack. It's called the 15% rule and what this means is that you need to spend 15% of your time as a small business owner thinking about your strategy, thinking strategically about the future of your business.