Pre-Set Appointments

[myinsurebiz]

From what I understand they are getting $400 street for WC.

HealthNet has a nice Bonus through March.

I'm just upset I missed the 2008 early season.

Will have to make up for it in the 2ndQ.

Tom

 

[dvdbazz]

I did it for me and it about broke me

 

[Expat]

If you are going to run pre-set appointments, just remember that the person who set the appointment has no vested interest in ensuring that the appointment actually happens. (No stand up etc)
My suggestion is to "Davis" the appointment.
Before you leave your home or office, you call the appointment with the following script.

Hi Mr. client, this is Ray Davis at ........ insurance, I see from Mr.......... appointment book that you are due to meet with him at 2 o'clock this afternoon. I am from his office and have been trying to contact him all day, he is very busy. When he arrives at your house/office will you please have him call his office? Thank you.

Hopefully this reminds the client that you have an appointment with him, and also puts a little obligation on him to give you the message. And tells him you cannot be contacted in order to cancel the appointment.

(If and when you get the message, just call the talking clock etc)

Not foolproof but it will increase the chances of your appointment sitting.

If you have an accent then get someone to do it for you.

 

[dvdbazz]

I worked for parker the cost of presets and other expenses will break you if not very carefull and if you contest an appt they charge you 10 more than the 30 they already charged you so it really is not worth it although they do pay every week if you turn in on time

 

[pat77]

Hi Mr. client, this is Ray Davis at ........ insurance, I see from Mr.......... appointment book that you are due to meet with him at 2 o'clock this afternoon. I am from his office and have been trying to contact him all day, he is very busy. When he arrives at your house/office will you please have him call his office? Thank you.

Hopefully this reminds the client that you have an appointment with him, and also puts a little obligation on him to give you the message. And tells him you cannot be contacted in order to cancel the appointment.

(If and when you get the message, just call the talking clock etc)

That's the kind of manipulative crap that gives insurance agents a hustler swindler reputation.

 

[Frank Stastny]

That's the kind of manipulative crap that gives insurance agents a hustler swindler reputation.

Yep, you are spot on!

Moonlight said it all. He is obviously an insurance professional who will continue to be successful in this business for a very long time.

This business, for me, has always been about building relationships and no one can do that better than "you".

However, if one really doesn't care about anything except making a fast buck then I guess the "slam, bam thank you mam" approach is the way for them to go.

 

[joshril]

Well... you could always have your wife make the "Ray Davis" call...

Of course, you would want her to change her name to something besides Ray I think?

 

[Expat]

[That's the kind of manipulative crap that gives insurance agents a hustler swindler reputation.[/quote]

In my 17 years with no complaints to the DOI, and clients that have been with me for many years. I have never had to use this script, I set my own appointments. However if I was ever foolish enough to entrust setting my appointments to somebody I do not know. You can bet I would use the script.
As I represent large reputable companies, I don't have to be a hustler or swindler to make a living. I do quite well by selling. Works for me.

 

[moonlightandmargaritas]

Moonlight said it all. He is obviously an insurance professional who will continue to be successful in this business for a very long time.

This business, for me, has always been about building relationships and no one can do that better than "you".

However, if one really doesn't care about anything except making a fast buck then I guess the "slam, bam thank you mam" approach is the way for them to go.

Frank, thank you. As a longtime professional in this business that I respect, I appreciate your compliment.

I've really been blessed - I've had TWO mentors that have taught me well. The first was my Dad (who owned his own company). He was (and still is) fanatical about customer service.

The second was a gentleman who worked for Pru (30 yrs) when I first started. He used to say, "if you take care of the client, everything else will take care of itself."

After seventeen years, boy was he ever right!

 

[mickeyma]

I'd be very interested in having the dialer call my prospects for an appointment for a Mortgage Protection appointment in the Los Angeles area. I'll supply the names, phone numbers. Email: mickeyma@verizon.net