Consistent Appointments. Better Retention.

OUR 5-STAR SERVICE INCLUDES:

Dedicated Caller & Support Team
Outlook Calendar Integration
Month-To-Month Flexibility
ECRM List Submission
Automated List Scrubbing
Unlimited Reschedules
Multiple Word Tracks

Hear What Other Agents Are Saying!

    
 
 
      Posted on Google  
   
   Meredith Lay 
 October 1, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Ashlynn was so helpful!  This is my first interaction with anyone from Client Focus and learning this new role of my job, she made everything so clear and easy for me to understand the inner workings.  I'm absolutely going to be using her as a resource and passing on Client Focus to referrals.
  
 
     Posted on Google  
   
   Mia Schultz 
 September 30, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Working with Client Focus is the absolute best! We receive the best feedback from our clients when they receive a call every year to wish them a happy birthday! It is so easy and effortless working with the team at Client Focus. We are so appreciative of them and everything they do for us!!
  
 
     Posted on Google  
   
   Angelica Martinez 
 September 29, 2026
 
 
 Trustindex verifies that the original source of the review is Google. My insurance agency has only been a customer of Client Focus for about 6 months, and I’ve especially enjoyed working with my assigned rep, Karen Garcia. I’ve only been with Client Focus for a few months, but Karen has already been a great help—easy to work with, professional, and quick to understand what my office needs.

She checks in regularly, asks the right questions, and makes sure her outreach is aligned with our goals. Karen also has a strong understanding of why agents want to meet with customers, and she’s been successful in helping schedule my appointments.

Karen and Client Focus get 5 stars from me. Keep up the great work, Karen!
  
 
     Posted on Google  
   
   Joe stretch 
 September 29, 2026
 
 
 Trustindex verifies that the original source of the review is Google. My office has used Client Focus for quite a few years and our representative there, Keren Garcia has been nothing short of wonderful to work with.  Keren has been communicative with our office and very sweet to our policy holders.  We see her as part of our team and are blessed to be able to work with her and the team at CF.
  
 
     Posted on Google  
   
   wen S (Wendel) 
 September 25, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Jenny R is Top notch, wonderful to work with. Great communication weekly with the team. We are very satisfied and proud to have her with us.
  
 
     Posted on Google  
   
   Patrick Hazlewood 
 September 24, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Ashlynn continues to outperform the competition!
  
 
     Posted on Google  
   
   Ashley Barclay 
 September 24, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We have had a great experience with Client Focus, and specifically Keren Garcia! It takes so much off of our plate for her to schedule appointments according to our schedule. Very grateful for the time she puts toward this and takes off our hands!
  
 
     Posted on Google  
   
   Camille Logothetis 
 September 24, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Great service. It can be tailored to very specific needs.  Have been using for past 6 months and plan to continue as the results are so favorable.
  
 
     Posted on Google  
   
   ben meyer 
 September 23, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We’ve had a great experience working with Client Focus. Their team has been professional, reliable, and a great extension of our agency. They do an excellent job connecting with our customers, scheduling appointments, and helping keep our team’s calendar full.

Communication has been consistent, and they’re always responsive when we have questions or want to make adjustments. It’s been a valuable partnership for our agency, and I’d definitely recommend Client Focus to other agencies looking for help with customer outreach and appointment setting.
  
 
     Posted on Google  
   
   Mark and D'anne Smith 
 September 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Top notch for customer service calls.  Highly recommend.
  
 
     Posted on Google  
   
   Tim Forbes 
 September 4, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I have used Client Focus for years and have always been satisfied with the service. Jenny is our rep now and does a great job for us. I highly recommend them for appointment setting services.
  
 
     Posted on Google  
   
   Jamie Munoz 
 August 20, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We've had the absolute pleasure to work with Laura Rodriguez these past few months, and she has made our experience with Client Focus absolutely exceptional. Laura is very thorough in explaining her process and has always maintained clear and supportive communication with us. It's very obvious she has a genuine care for those she works with and wants everyone to succeed. Her big heart translates perfectly in her conversations with our customers. She's always open to feedback and really goes above and beyond to make sure our account is taken care of. I always look forward to our monthly check-ins because it feels like I'm talking to a friend (while maintaining a professional environment, of course!). We truly couldn't recommend a better account representative!!
  
 
     Posted on Google  
   
   Pick Picken 
 August 20, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I switched to Client Focus more than a year ago and the service has been excellent.  A great experience for me and my customers.
  
 
     Posted on Google  
   
   Maria Rebeca Yibirin Marcano 
 August 19, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Since Xochitl started supporting us, we have been able to achieve so many of the goals we’ve set for ourselves. She is always there to work alongside us, guide us, and provide the support we need to keep moving forward. We truly appreciate her dedication, encouragement, and commitment to helping us succeed. We are very grateful to have her on our team!
  
 
     Posted on Google  
   
   ivan Suarez 
 August 19, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Xochitl is amazing very professional
  
 
     Posted on Google  
   
   Natalia 
 August 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Keren Garcia is fantastic to work with! Been with client focus for over a year now and it’s added a customized touchpoint to our customers’ experience.
  
 
     Posted on Google  
   
   Mike Contreras 
 August 4, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I would 10 stars if possible.  My account manager, Chene Perkins is such a valuable part of my team.  Her goal is 20-24% bookings and she typically records a 33% success rate which keeps my calendar full and we all know how important it is for us as Agents to meeting w/ our policy holders.  Thank you so much, Chene for your results and for being such a pleasure to work with!
  
 
     Posted on Google  
   
   Blanca Mackrey 
 July 30, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I have been working with Karen now for 6 months and she is a pleasure to work with. Her follow up with me and with my customers is excellent!
  
 
     Posted on Google  
   
   Becky Ringley 
 July 27, 2026
 
 
 Trustindex verifies that the original source of the review is Google. ClientFocus is such a great part of my team-having them handle setting appointments and appointment reminders is such an effective way to manage customer meetings.  Monique is very quick to respond whenever my team or I have a question or need help. She goes out of her way to make sure we are happy with the service!
  
 
     Posted on Google  
   
   Teresa Holwerda 
 July 22, 2026
 
 
 Trustindex verifies that the original source of the review is Google. Nicholas Piwonka does such a wonderful job with our office, we love working with him.  He always goes above and beyond!

FREQUENTLY ASKED QUESTIONS

Answers to the most common questions from agents like you.

How Much Does It Cost?

The pricing depends on the product and names package you choose. We have different names packages to fit different book sizes. We encourage you to schedule a Strategy Call with the calendar above for exact pricing.

Do You Have An Appointment Guarantee?

Yes! On our Simple Conversation and New Client Onboarding calls, we offer a Guaranteed Appointment option for agents looking for consistent monthly appointments. We will contact your monthly client list until we achieve your target number of appointments.

*The appointment guarantee comes with some conditions, contact us for the details.

Is There A Contract?

We don’t have a contract, it’s month-to-month. You can stop calls whenever you need, just let us know before the next billing cycle takes place (the 10^th of every month).

Am I Tied To A Names Package?

We can accommodate a package change before the 10^th of every month. Just let us know the adjustment so we can update your account and you can send in a new list.

Do You Have Spanish-speaking callers?

Yes, you can request a Spanish-speaking caller.

Do You Have Access To My Calendar?

Yes. We can avoid double-booking by syncing your availability into our scheduling tool (if you authorize us), and we can put appointments directly onto your calendar.

What Will Show Up On Caller ID?

We use your office line as the caller ID, that way it’s familiar to your clients. It’s easily recognizable and will help increase our answer rate.