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
November 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
Agency Growth Hack: Extreme Customer Alignment
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.
Top 5 Things To Look For When Hiring
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.
A Candidate Must Look Good On Paper
When we say a candidate must look good on paper, it's does not necessarily mean that they have to have the perfect work experience or skills. Find out what some of the key things are to look for on a resume.