Final Expense Appointment Services

Appointment setting is a process of acquiring sales prospect information, contacting (normally via telephone and email), pre-qualifying and setting up final expense appointments for follow up by an insurance agency’s sales personnel. Generally the final expense appointment setting process is used to maximize the time and efficiency of the sales team, with the goal of increasing policy 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 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 final expense appointment setting strategy.  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 final expense appointment 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 the final expense appointment services 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 final expense sales appointments we set are of high quality 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 final expense 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 final expense appointment services are a solution to this dilemma.  Firstly, our telephone representatives schedule sales appointments with qualified senior consumers.  Secondly, we verify that the senior consumer 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.

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 final expense appointment services, we can help you in the following ways:

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

Company Resources and Risks

A final expense appointment services program is an investment of resources and entails risks.  Consequently, Nexus Teleservices takes a consultative approach in its final expense appointment 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.