12 posts found
08/11/2026 · 12 min read
Your captive quota resets each month if you fail to hit it, so adding more leads with no real system just burns cash fast. Here is how to turn all your lead spend into new growth you can see now.
09/12/2024 · 5 min read
TeleFunnel ROI typically hits clear positive return at 60 to 90 days. One added dialing specialist producing five qualified appointments per day at a 40 percent close rate and 1,800 dollar average premium puts 10 policies a week through the producer team. Track cost-per-bound-policy against every other channel.
09/11/2024 · 5 min read
Agency chaos is a process gap, not a personality type. Eliminate it by documenting every step from lead entry to bound policy, designing processes for your least-experienced user rather than yourself, investing in infrastructure before the ROI is obvious, and iterating weekly on the metrics that matter.
09/06/2024 · 5 min read
Hire a dialing specialist by writing a job posting that names 200+ daily dials, testing rejection composure in a live interview role-play, running a 2-3 day paid trial, and onboarding to first qualified appointment within 14 days using a milestone checklist.
09/04/2024 · 5 min read
Seven TeleFunnel mistakes destroy agency ROI: skipping the lead-source foundation, measuring only one layer of metrics, killing the system before 60 to 90 days of steady state, letting producers cherry-pick appointments, under-investing in script testing, ignoring list decay, and neglecting the appointment-confirmation window.
08/30/2024 · 5 min read
Automate volume (dialing, renewal reminders, birthday touches, follow-up sequences) and protect the human moments (needs analysis, warm transfer, claims support, life-event coverage reviews). Build the process first, then add the technology, and verify carrier compliance on every automated communication channel.
08/28/2024 · 5 min read
Run dialers on 90-minute blocks, review four daily metrics (attempts, contacts, sets, holds), and coach from one good call and one bad call per specialist each week. Reward activity, not just outcomes. Five qualified appointments per dialer per day is the bar.
08/27/2024 · 5 min read
Dialing specialists are sifters, not closers. They identify and qualify prospects, then warm-transfer to a licensed agent. Measure them on appointments set, not dials made. Five qualified sets per day per dialer at $25 per hour produces compelling unit economics for most agencies.
08/23/2024 · 5 min read
Decide between outsourced and in-house insurance telemarketing by calculating the full economics of each (including your owner-management hours), tracking cost-per-appointment instead of cost-per-dial, and writing a detailed script and qualification spec. In-house fails on management capacity. Outsourced fails on under-specification.
08/07/2024 · 5 min read
The telefunnel is a three-phase insurance agency growth system: a dedicated dialing specialist generates conversations, an appointment setter qualifies them, and a licensed producer closes the policy. Roles are separated, every stage is measured, and revenue becomes predictable. Volume work stops eating closer time.
07/31/2023 · 5 min read
The 5 Ps break the agency plateau: a documented Purpose, Principles that decide behavior when you are not in the room, People hired against values first, Processes written down instead of trapped in heads, and Performance metrics that track all of the above, not just revenue.
06/04/2021 · 6 min read
Four TeleFunnel stages, four conversion rates: contact (target 60 to 80 percent), quote (60 to 75 percent), close (25 to 40 percent), bind-to-issue (90 percent plus) and first-year retention (80 percent plus). Track every stage to diagnose exactly which leak you have. Each leak has a different fix.