Agency Performance Partners


Posted on February 17, 2023 by Camille Maraguinot

Making Outbound Calls in Your Insurance Agency | Staff DOESN’T Want To

Making Outbound Calls in Your Insurance Agency is an important aspect of agency growth.

But to do outbound calls, they have to be planned.

Talk to your team about strategies for outbound calling.

What time of day is best?

Adjust it to where it works best for each team member.

Block times according to availability.

Have someone take an hour in the morning while the other answers service calls and the other in the afternoon, and switch it the next day, so a different person is calling in the morning.

Make it a requirement, not an option.

It doesn’t always just have to be the salespeople, either.

There was an agency that had their service team do this as well, and when they got a lead, they just passed it to the sales team (but you should give them an incentive for a lead passed or sold, as they got them on the phone and passed the call.)

Leave an open day for a catch-up, and allow them to use the day they prefer, BUT the team has to agree as the schedule is team-based.

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way, just like a BFF.


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