Outbound Calling:
Make outbound calls to potential and existing clients to promote insurance products such as life, health, auto, and home insurance.
Appointment Setting:
Schedule appointments for insurance agents to meet with potential clients, either in-person or virtually.
Follow-Up:
Conduct timely follow-up calls with leads to nurture interest and answer basic questions about policy options.
using CRM software.
Performance Targets:
Meet or exceed weekly and monthly targets for calls made and appointments set.
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