Proactive Customer Engagement
H2insight & Korsgaden International have customized solutions for your agency to help you grow in these changing and challenging times.
Packages
Insurance agents have many responsibilities and we know you never have enough time to interact with the customers you would like. Whether you just want to call your top customers monthly or you have a growth mindset and want to grow your agency, we have a package for you.
Choosing A Calling Package
No matter which calling package you choose, it's important to have a clear understanding of your goals and to be prepared to participate in these calling programs. We typically advise agents to have a seamless process to communicate with their customers once we have identified those with sales or service needs. We believe by following a proven process and by being persistent, we together with you can generate a steady stream of appointments activity and new policies, and help you retain your best customers and grow your insurance agency.
Here are some of the benefits of using a calling package for insurance agents:
- Increased lead generation: Calling packages can help you generate more leads by reaching out to current customers.
- Free up your time: Our calling packages can free up your time so that you can focus on other aspects of your business, such as providing excellent customer service and developing new marketing strategies.
- Save money: Experience consistent delivery of proactive calls to your clients without the overhead and oversight required to hire, train and pay the fully burdened cost of internal employees (+40%)
Grow Your Insurance Agency
If you're looking for a way to grow your insurance agency, one of our many calling package can be a great option.
By choosing the right package and by partnering with us to put in the work, you can generate a steady stream of leads and grow
your business.
Here are some of the factors to consider when choosing a calling package:
Your Budget
Packages can range in price from a little more than a hundred dollars per month to several hundred dollars per month.
Your Needs
How many calls do you need per month? What kind of calls do you need?
Your Goals
What are you hoping to achieve by using a calling package?
Once you've considered these factors, you can start comparing different calling packages to find the one that's right for you.
Calling Programs
Bundle Cross-sell
We contact monoline customers and coordinate a call with the Agent to review the benefits/potential discounts of bundling multiple line policies. This proven calling program creates an opportunity for agents to increase sales and strengthen customer retention.
Life and Financial Review
We contact existing customers and identify opportunities for the Agent to offer life insurance and retirement planning services. This qualifying call identifies interest in life insurance and provides a focused touchpoint to the book of business.
Birthday
What better time to reach out to existing customers than their birthday? With this quick call, we reach out to existing customers on their special day and extend a warm birthday greeting on behalf of their agent.
Life and Cancer Awareness Months
This short informational call focuses on reaching out to existing customers in the spirit of Life Insurance and Cancer Awareness months. We identify customers interested in learning more from their agent and tee them up for a follow-up.
Pre-Renewal
During this relationship-based call, we thank each customer for their business, gauge their satisfaction, offer an insurance review, and listen for other opportunities. We confirm their willingness to recommend you and notify you whenever a customer requests a policy review, mentions a cross-sell opportunity, or needs immediate attention.
Introduction/New Agent
This short call is an opportunity to announce to existing customers they have a new agent and has proven to minimize attrition when this shopping trigger occurs. This call has proven to decrease cancellations and uncover new sales and service opportunities within a newly acquired book of business.
H2insight
Strengthen customer relationships and grow your Agency with proven strategies developed by the #1 industry consultant…and delivered by the most reliable call center in the U.S.
- Proven track record
- Real-time delivery system
- Time and cost savings
- Calling programs
- Pre-renewal
- Retention
