Protect More People.

Pivot your business.

Find out why your book has everything you need to achieve Sustainable Growth for your insurance agency. 

Schedule A Strategy Call

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.

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.


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?

Successful Agents


“I’ve been working with Client Focus for 3 years now. In my 12 years as an agent, I’ve tried everything to schedule appointments and this has worked better than anything else. Meeting with current customers is crucial to our success and protecting each customer based on their situation. There is no doubt without the volume of appointments we would not meet our goals in all the product lines we offer.”

Bryan Jackson

“Client focus has been the driving force for our office in setting kept appointments and has proven to help us retain business even in light of a recent period of rate increases. Our consultant has an incredible knack for talking to our clients and putting them at ease. They are prepared to visit with us about what’s important to them, and we have not had one person complain about your contacts.”

Laurie Brazier

“After speaking with a few other agents who were using Client Focus, I decided to give them a try.  I couldn’t be more pleased with that decision.  I am very impressed with their accessibility,  their customer service, and the results I am getting from their service.   Our “show up” rate is over 90% and not only are we writing more Financial Services than we had before Client Focus, but I am also retaining more clients.”

Jason E. Wade

Our Recent Videos

Stop Asking For Referrals…Do This Instead!

The fact is most referrals aren't that great. Yeah, I said that, so what the heck are we talking about? The kind of referral that most people ask for amounts to like a name and a phone number or worse, maybe a name and an email address. What you want is a warm handoff. You want somebody who already has a good impression of you and is anticipating your call. What you want, my friends is an introduction.

Become a Referral Powerhouse

Most small businesses dabble in referrals, but they never really get good at it. If you're like most small businesses, you've tried to get referrals, but you haven't been able to turn it into your primary stream of new high-value clientele. Well, at Client Focus we've been able to drive referral business to over 60 percent of our new customers. It didn't happen in a day though; we had to learn to become effective at asking for referrals.

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