Business insurance appointment

Target

Business owners.

Service overview

We work in the same way as an executive assistant organising your appointments.

1. We contact a prospect database according to your geographical criteria: regions, departments and/or postcodes.

2. We introduce ourselves as an executive assistant.

3. We generate interest by explaining that our manager, who works for an insurance firm, would like to meet the prospect and offer a comparative quote.

4. When a prospect is interested, we carefully record: company name, address, telephone, email, exact business activity, whether the business owner has social protection and/or the company has health insurance, appointment date and time, and the name of the person who will receive you. You can access the appointment in your online customer area.

5. The day before each appointment, we call the prospect to confirm it. You can follow appointment status in your online customer area.

6. The day after the appointment, we carry out a quality check to find out how it went.

7. Once your order has been delivered, we review it with you to see whether you wish to stop or place another order.