Client Focus is a strategic business consultancy focusing on turning your insurance agency into a powerhouse. We know that small businesses like yours grow out of risk-taking, long nights, and plenty of elbow grease. That’s where you came from; it’s where we came from also.

So what is Client Focus all about?

What is our story?

Like many successful start-up companies, Client Focus grew out of passion rooted in personal experience. We started Client Focus with no funding, no office, and no customers; all we had was the belief that connecting with people was the key to driving more insurance business. That belief has propelled Client Focus to become the industry leader in helping agents grow their business by focusing their efforts on connecting with their clients. With over two million appointments set for nearly six thousand agents, the Client Focus story proves that focusing on serving people is the key to success.

What can Client Focus do for you?

Client Focus helps you increase revenue, retention, and referrals, all while reducing your overhead costs and helping you feel prepared for client meetings. Our professional and courteous staff has scheduled more than 2 million appointments for nearly 6,000 agents, with an appointment-setting rate of over 30% (and growing!)

Our most popular services include:

• Appointment scheduling
• Thank you calls
• Welcome calls
• Satisfaction surveys

What are our best practices?

Does the idea of outsourcing to Client Focus make you nervous? It shouldn’t! We pride ourselves on being a leader in industry-specific best practices. Some of the ways that we add value at no extra cost include:

• Using localized caller ID
• Proactively handling client concerns
• Updating client contact information
• Setting reminder calls to confirm appointments
• Rescheduling appointments when needed

We are experts in connecting insurance agents and their clients and nurturing that relationship. Our industry-leading approach is based on more than a decade of helping agents drive sustainable growth in the long-term. Let us help you develop a strategic plan to convert your business into a thriving agency with a focus on long-term growth. Schedule your strategy call today.

Pivot Your Insurance Agency Towards Sustainable Growth Are you an insurance agent who feels that your agency is stuck? Is your team grinding new leads each month yet your agency never seems to grow? Client Focus has worked with thousands of agents over the past 15 years just like you. Our purpose is to help your insurance agency pivot onto a path to sustainable growth.