by Mark Moss | Jan 13, 2022 | Customer Success Story
Company Background: Founded in 2019, The Mesa Agency is an Allstate Agency located in Lake Stevens, Washington. Working alongside the owner, Frank Mesa, and their LSPs, Samantha Young is the Office Manager who has been with the agency since the beginning. With over 10...
by Mark Moss | Oct 25, 2021 | Customer Success Story
Executive Summary: More activity increases sales opportunities and growth. Outbound calling is a cost-effective strategy to do so, but most growth occurs when it’s done efficiently. Josh Knowles, Principal at Providus Financial, helped his agents increase their...
by Mark Moss | Jul 15, 2021 | Cold Calling Tips, Customer Success Story, Insurance Sales Tips
Executive Summary: The Roberts Allstate Agency employs two LSPs, and 40% of their time is spent on the phone. Outbound calling is a strategy that’s helping their agency get one step closer to achieve their goal of becoming a 5-million-dollar book of business. Call...
by Mark Moss | Mar 17, 2021 | Customer Success Story, Insurance Sales Tips, Phone Sales Tips and Techniques, Telephone Sales Training Tips
Company Background: Founded by Chris Noto in 2020, Lacey Life Insurance Solutions LLC is an insurance agency located in New Jersey. The company offers life, long-term care, and disability insurance. Executive Summary: For just over a year, Chris Noto has been on his...
by Mark Moss | Jan 26, 2021 | Customer Success Story, Telephone Sales Training Tips
Company Background: Founded in 1995, iRiS Recruiting Solutions is a recruitment firm and MRI Network affiliate based in Carmel, Indiana. Under the leadership of Chad Peddycord, President of iRiS Recruiting Solutions, the company is ranked as one of the top recruitment...
