Meet More Clients. Protect More People.
At Client Focus, we're dedicated to helping insurance agents meet and protect more of their clients while growing their insurance business. Our team is committed to providing customized review appointment programs that cater to the unique needs of each agency. We understand that every business is unique, and we take the time to understand your business goals and objectives to create a tailored strategy that drives long-term wealth and freedom.
Our Philosophy
Our philosophy is centered around growth through value production. We believe that providing more value and becoming more useful leads to bigger opportunities, and that's why we strive to go above and beyond to help our customers succeed. Our purpose is to profoundly impact the lives of our employees and customers, and we live by our core values of abundance, growth, and ownership.
Our Services
We offer a range of services designed to help insurance agents succeed. Our customized review appointment programs are tailored to meet the unique needs of each agency, and we work closely with our clients to optimize every meeting with a client. Our consultants are more than just appointment setters - they're virtual team members who work closely with you and your team to drive long-term growth and success.
How We Can Help
We understand that meeting with clients consistently is crucial to the success of any insurance agency. That's why we offer a no-obligation strategy call to help you develop a customized plan to transform your business. During your strategy call, we'll get to know your business and what you're wanting to accomplish, understand your challenges and objectives, and see whether we're a good fit. We'll take review appointment program management off your plate, giving you the freedom to focus on what matters most - serving your clients.
What Our Clients Say
Don't just take our word for it - our clients rave about our services. "I've been working with Client Focus for 3 years now. In my 12 years as an agent, I've tried everything to schedule appointments and this has worked better than anything else." - Bryan Jackson. "Client Focus has been the driving force for our office in setting kept appointments and has proven to help us retain business even in light of a recent period of rate increases." - Laurie Brazier. "After speaking with a few other agents who were using Client Focus, I decided to give them a try. I couldn't be more pleased with that decision." - Jason E. Wade.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Client Focus, with all reviewers giving 5-star ratings except for one reviewer who gave 4 stars. They have praised the company's exceptional service, easy-to-use system, and professional representatives who have exceeded their expectations.
Positive Experiences
Many reviewers have praised the professionalism and friendliness of Client Focus's representatives, who have been able to book appointments with a high success rate. They have also appreciated the flexibility and work-life balance offered by the company, as well as the opportunities for growth and development.
Appreciation for Representatives
Several reviewers have specifically mentioned the excellent service provided by their representatives, including Ana, Mackenzie, Destini, and Susan Franklin. These representatives have been praised for their professionalism, pleasant demeanor, and ability to connect with clients.
Company Culture
Some reviewers have also praised the company culture, citing the flexibility, opportunities for growth, and sense of community. They have appreciated the company's core values and emphasis on employee development.