The Benefits of Outsourcing Appointment Setting

Are you torn between in house calling and outsourcing appointment setting services to an outside company? 

This is the case with many of the agents we talk with, and we wanted to highlight some of the key items to consider when determining which option is best for your agency. Managing your appointment setting and call schedule in house can be A LOT of work, so make sure you're up for the challenge by answering the following questions.

Do you have a dedicated caller?

Do you have someone on your team that can establish a consistent schedule and regularly call your clients, follow up and maintain these relationships? If so, keeping appointment setting calls in house may be an option for you. 

Are there other higher value activities this caller could handle instead?

If you do have a dedicated caller, is their time best spent on handling these phone calls or are there other higher value activities – such as selling, building relationships, mentoring, strategizing or gaining market shares – they could be focused on instead? If so, it may be best to outsource this task.

Do you have an established & effective call system in place?

Unfortunately, it isn’t as simple as placing a call and setting an appointment. Many times a client must be called 3-4 times before they get in your books. Reminder calls to ensure the client shows up and calling the no-shows to reschedule should all be a part of your robust calling system. Creating and following a system will help make in house calling easier and ensure nothing falls through the cracks. If you are overwhelmed by the idea of this, it may put your mind at ease to leave the calling to the professionals.

Can you track the return on your calling investment?

Understanding if you are losing money, breaking even or seeing a return on your investment is critical to your agency’s success. If you aren’t able to track this, you’re unable to improve you system or invest wisely. When outsourcing with a company like Client Focus, you’re able to access ROI calculators and reports that show how well your IFR program is performing.


We understand how busy things can get at the office, and most of the time outbound calls become last on the list of priorities. Rightfully so – as you have so many other high value tasks to focus on!

If you feel this is the case with your office, then Client Focus can help. When you use our service, you reap the benefits of outsourcing the burden of task work like calling customer lists, scheduling appointments, rescheduling and managing follow up. You can rest assured that your building brand recognition by remaining in front of your customers, retaining clients, setting review appointments and leveraging your reputation to continue to drive new referrals. Your individual consultant will learn what success means to you, and deliver on that definition as an extension of your team.

You and your team are left with time to focus on growing your business.

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.

A Practical approach to building sustainable growth for your insurance agency

By Client Focus | March 21, 2017 | Client Focus, Appointment Setting |
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Client Focus Corp
1017 S Gilbert Rd #211
Mesa AZ 85275-0928

Phone: 800.253.1362

Web: clientfocuscorp.com