The Insurance Buzz

230: 3 Ways to Master The Appointment Confirmation Process & Get More Customers to Show Up

March 25, 2024 Michael and Courtney Weaver Episode 230
The Insurance Buzz
230: 3 Ways to Master The Appointment Confirmation Process & Get More Customers to Show Up
Show Notes

Want to fill your calendar with appointments and ACTUALLY have customers show up? Whether you’re looking to master the art of appointments from start to finish yourself, or help your team see more success - this episode shares 3 keys to having more successful appointments! We’rel breaking down how to incentivize your team to book more appointments, the optimal time to schedule appointments in advance, PLUS tips and scripts to master your confirmation process so your clients don't flake. 


HIGHLIGHTS

Should I incentivise my team and pay for appointments set or held?

The optimal time to schedule appointments in advance.

09:00 How to transform your current team into top producers.

12:00 Scripts on how to follow up and confirm your appointment with your customer.

12:45 What qualifies as an appointment? (Our process for confirming what our agents are doing!)



RESOURCES + LINKS

Watch the full episode on YouTube HERE

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