Insurance Agency Appointment Setting

Our Insurance Agency Appointment Setting Services

We offer insurance agency appointment setting services to a variety of clients.
Why choose us for your outsourcing needs?
We are very experienced and know how to make our clients successful.

Our insurance agency appointment setting services allow your company to focus on your core business and long-term success.While we handle your insurance agency appointment setting, you can focus on business development, sales support, marketing, account, document management, and more.Consequently, outsourcing our appointment setting services result in lower costs, higher efficiency, revenue, and ROI for your business.

Appointment Setting Services Overview

Appointment setting is a process of acquiring sales prospect information, contacting (normally via telephone and email), pre-qualifying and setting up appointments for follow up by a company’s sales personnel. Generally insurance agencies use the appointment setting process to maximize the time and efficiency of its sales team, with the goal of increasing sales conversions.

Appointment setting is used both in Business-To-Business (B2B) as well as Business-To-Consumer (B2C) sales activities. Specifically, if there is a need for direct contact between the company and the prospect (business or consumer) to close the sale, scheduling an appointment is required beforehand. For example, B2C insurance agency appointment setting would be an agent visiting a senior consumer to discuss a final expense policy while B2B would be visiting a business to present an employee group health plan.

Lead Generation Process

The majority of insurance agencies have a formal lead generation process, where appointment setting is the final stage before a sale. Correspondingly, insurance agencies do this either via an internal staff (inside sales) or an external call center appointment setting provider. Accordingly, insurance agencies use this process since they understand that it is an efficient and effective way to identify targeted sales prospects, present their insurance products, collect additional information and quickly provide pre-qualified sales appointments to their sales team.

Outbound telemarketing and email are the two primary methods for an insurance agency’s appointment setting strategy. Generally call center appointment setting is widely used in insurance services, both consumer and commercial. Basically, appointment setting is all about finding interested people who are truly interested, have the budget, authority, and time-frame for your company’s product or service.

Streamline Sales Process

Using insurance agency appointment setting services allows you to streamline your company’s sales process. Because by outsourcing to an external third-party allows your company to scale by lead demand, reduce costs, improve productivity, and achieve higher sales conversions by the more expensive internal sales team. Finally, an insurance agency sales manager understands that the internal sales team is really best suited to sales conversions and not wasting time doing lead prospecting

Given the investment, it’s important that insurance agency appointment setting for a company results in closing new business. So, instead of simply trying to talk to as many people as possible, our focus is talking to the right people, pre-qualified with the interest and authority to make purchasing decisions. Consequently, the sales appointments we set are of high quality, your sales team has better meetings, and ultimately close more sales.

Business Development

In today’s business environment, regardless of whatever product or service your company promotes, time is money. So your sales team is constantly trying to keep up with the demands of their schedules and closing deals. Consequently, we understand that sales appointment setting is a difficult part of business development and consequently one of the most common challenges your company faces in growing sales and profitability.

Prospecting

Insurance agencies need a constant flow of sales leads and appointments for their sales team. Also, while your sales team is following up on leads and appointments, they have to split their time on the telephone generating new leads and appointments. Consequently, since no sale will happen without first speaking directly with a prospect, your sales team will always prioritize sales closings over sales prospecting.

Your Sales Pipeline

Our insurance agency appointment setting services are a solution to this dilemma.  Firstly, our telephone representatives schedule sales appointments with qualified decision-makers.  Secondly, we verify that the prospect is educated and interested in your company´s products or services.

The result is your company reduces costs, increases the number of qualified sales appointments. Accordingly, this feeds your sales pipeline and allows your internal staff to focus on sales closings rather than sales prospecting.

Insurance Agency Appointment Setting Call Center Outsourcing Services

Our Outsourcing Services

Lead generation strategies are designed to help your company narrow down the list of potential sales leads, whether your business is B2B or B2C. However, lead generation through your internal staff can be very difficult due to technology, personnel, data, and compliance issues, which usually hamper efforts to daily reach new customer prospects. Accordingly, the solution is to generate leads and ultimately appointments by outsourcing to an insurance agency call center provider.

Outsourcing lead generation and appointment setting services set the foundation for the long-term, mutually-beneficial relationship between you and your target audience. Consequently, It helps your company gain more new customers, maximize revenue, learn more about your customer base, and more. Also, you save time and money while focusing on closing sales instead of prospecting for leads.

How We Can Help

When you choose our insurance agency appointment setting services, we can help you in the following ways:

  • Save Money By Lowering Customer Acquisitions
  • Increase New Customer Sign Ups
  • Save Time And Focus On Core Business Tasks
  • Improve Efficiency Of Your Sales Process
  • Scale Based On Your Changing Needs
  • Increase Revenue By Streamlining Your Sales Process
  • Gather Information Of Your Target Audience
  • Contact Business And Consumer Markets Alike

If your insurance agency is struggling to provide the level of sales appointments you desire, we encourage you to consider using our call center appointment setting services. Because of our experience and trained specialists, we will help you grow your customer base. Basically, if the your internal insurance agents can sell to pre-qualified sales appointments, then we will both be successful.

Company Resources and Risks

An insurance agency appointment setting program is an investment of resources and entails risks.  Consequently, Nexus Teleservices takes a consultative approach in its call center appointment setting services to minimize your company’s investment and risk.  Accordingly, our staff reviews with your company throughout each step of the appointment setting program to assess results and, if necessary, make adjustments. Finally, we offer your company low minimums, flexible pilot programs, and customized pricing methods to allow you to focus on your core business.

Services Features

DATA SOURCES

We provide telemarketing services using a variety of data sources: Client provides existing list; Client provides unqualified list; Nexus Teleservices provides an unqualified list.

We provide list scrubbing services to eliminate duplicate names and phone numbers. Also we provide list scrubbing services against Do Not Call lists to ensure regulatory compliance.

TECHNOLOGY

We offer both progressive and predictive telephone dialing systems for high levels of productivity and lead generation.

Our Customer Management System captures lead contact information, is accessible to your in-house sales team, and is exported to you daily for your analysis.

TELEPHONE SCRIPT

The telephone presentation (script) our staff uses is determined and fully customized by your company. So this ensures consistency of how we promote your brand, product, or service.

We offer you suggestions on fine tuning the telephone presentation, based on our years of real-world experience.

APPOINTMENTS

We can live-transfer a “hot” appointment to your internal sales staff for immediate follow up.

Otherwise we “book” the appointment using an online calendar system that we both share and have visibility.

Online voice recordings of the appointment are provided for your preparation and follow up activities.

If there is a need to send information to the sales prospect prior to the appointment we can do that via email or fax.


Call Center Outsourcing Services

INBOUND SERVICES

  • CONSUMER RESPONSE
  • CUSTOMER SERVICE
  • DEALER LOCATION
  • DIRECT TV RESPONSE
  • WEBSITE RESPONSE
  • SALES LEADS
  • ORDER PROCESSING
  • TOLL-FREE RESPONSE