In the highly competitive insurance industry, every contact counts. Client Focus is the industry leader in connecting insurance agents and their clients. Our industry-leading approach is based on more than a decade of helping agents drive sustainable growth.
The end-goal of these services is to put potential? Previously vetted? Clients in front of you so that you can service their financial needs. We want to maximize the value of that appointment, which is why we follow through with value-added services at no extra cost.
You may have some questions you want to ask us or need some clarification on the outstanding services that we offer. We can answer every question you have about Client Focus right here. See below for a complete list of Client Focus’ frequently asked questions.
Client Focus Frequently Asked Questions
Who will be talking to my clients?
You will have one consultant who will be the primary person talking to all of your clients. Your consultant will understand what success looks like to you and your team and will feel like an extension of your office. Your consultant works with a small, close-knit team who can help support you and your clients when needed.
Can you handle reschedules?
As long as the appointment is more than one day out, we are always happy to reschedule an appointment. We can also contact clients that don’t show up at their initial appointment to reschedule.
What time of day do you make your phone calls?
Calls are generally made Monday through Friday from 9:00 a.m. until 8:00 p.m. and Saturdays as needed from 9:00 a.m. until 12:00 noon (local time zones). We do not make calls on major holidays or on the eve of some major holidays. Confirmation calls are made the business day before the review.
Do you have bilingual consultants?
Yes. Our bilingual consultants can meet the needs of both your English and Spanish-speaking clients. Other languages may be available depending on our current staff.
You’re in business to grow. That’s where we come in. That’s the Client Focus difference. Client Focus is the industry leader in connecting insurance agents and their clients. Set up your strategy call today!
How do you introduce yourself to the clients?
We will have a caller ID in place that will give the impression we are calling from your office. We will also state that we are calling on behalf of your office: however, if they ask, we will inform them that we are calling from a separate office that handles your scheduling.
What kind of scripts do you have? Can I alter mine?
We are able to accommodate agents that have multiple offices and have multiple options for this. We also strongly suggest allowing team members to help in handling these appointments and are able to be specific with the clients depending on your needs.
What do you say during the phone calls?
Our approved insurance review script invites your clients to meet with you to review their current policies. We leave space for you to address areas in which your clients might be under-insured and also invite spouses to participate in the review. Our goal is to set you up for success!
Is there a specific client list I need to provide?
We suggest to work with an alpha list. This way we are contacting all of your clients and it will be a seamless handoff. However, if you have a specific goal in mind, we can work with you on deciding which type of list to target.
Can I change my names package?
Yes. As long as we are notified before the beginning of the month, you can increase or decrease the number of monthly contacts Client Focus makes on your behalf. Changes can only be made at the beginning of each month.
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.
