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Life Insurance, Retirement & P&C Insurance Reviews

Multiple calling campaigns to optimize results

Our appointment setting services will help you place more life insurance, and we have other targeted campaigns to reach other customer needs.

Here are the calling campaigns we can partner with you on:

#1

Life Insurance Reviews

Asking the right customers for a life insurance review takes effort and a consistent process.

#2

LifePoint Plus
(Pre-qualifying)

An upgrade to our core Life Insurance activity service providing pre-qualifying questions to solidify a quote.

#3

Retirement Risk Reviews

A customer also has the risk of outliving their assets, a perfect fit for your risk management approach.

#4

Personal Lines Insurance Review

Connect with your customers for an auto, home or commercial insurance policy review.

"The multi-line agent has the BEST opportunity to lead customers on their finances."

What we offer your agency

            Appointment Setting
  • Experienced U.S. Team
  • Dedicated Account Manager
  • Expertise to work your book
            Sales Coaching
  • Sharing techniques to close 
  • Coaching for new staff
  • Assist with common obstacles
            Performance Tracking
  • Feedback on results
  • Evidence-based coaching 
  • Ensuring program ROI