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6 Steps To Get The Best Insurance Appointment Setters From The PH

A blog banner by Reservations Call Center titled 6 Steps To Get The Best Insurance Appointment Setters From The PH

This is the ultimate guide to outsource the best insurance appointment setters from the Philippines 

The insurance industry is a cutthroat business. The only way to keep your business on top of its game is to ensure you innovate your selling strategy. 

How? Get the best insurance appointment setters for SMEs from the top outsourcing destination in the world, the Philippines!

It is a fact that insurance involves hard selling and for that, you need the most experienced professionals. Those who know what they are doing and are trained to effectively do so. 

Of course, rejection is always a part of the appointment setters’ experience. But professionals from an appointment setting services provider knows this should not discourage them for long.

With reliable insurance appointment setters, you are assured you can maximize the potential of reaching your leads.

6 Steps to Effectively Outsource Appointment Setters from the Philippines

The most important step is to determine when your insurance company is ready to outsource. 

There is always a first time for everything, as the saying goes. If this is your first time or you are simply looking for a better provider, our guide can assist you.

1. Create clear job description

This will help  your outsourcing provider to hire the right candidate for you. For this case, you need employees that have extensive knowledge and experience in the insurance industry. 

Also, an outsourcing service company can help you process the right candidate to ensure you only get the best talent.

You must also write your outsourcing requirements that are consistent with your needs. You can include the number of agents, working hours, script and database needed, and KPIs to measure the success of your campaign.

2. Specify your required services

For this case, you need appointment setters that know how to market your insurance policies and services. Outsourcing can also help you with lead generation, market survey, research information and sales prospecting. 

3. Screen, interview and shortlist

Using your prepared requirements, you can screen, interview, and shortlist the best outsourcing provider to meet your needs. It is important to note that getting your campaign up and running takes an average of 6-8 weeks.

You can ask for your shortlisted outsourcing companies to provide you with the following information:

  • Number of employees.
  • Years in the industry.
  • How do they train their appointment setters?
  • How do they generate the costs?
  • List of their previous clients in the same industry and their contact information.

4. Research diligently

Once you get the contact information of their previous clients in the insurance industry, you can vet their experience on your chosen outsourcing provider. Ask them about the following:

  • What is their satisfaction rate?
  • How does the outsourcing provider deal with problems?
  • How successful have the campaigns been?
  • The worst and best qualities of the provider?

5. Test out the appointment setting services provider’s capabilities

You can accomplish this by asking the outsourcing provider’s agent to contact you with a sample scenario that you anticipate occurring in your business. 

You can also explicitly introduce problems that are prevalent in your industry. This way, you can get a sense of how they would interact with your leads.

6. Onboard and train

Once they have fulfilled your requirements, you can refine the final details in a contract or SLA. you can ensure the fine print is agreeable for both parties. Basic elements of the SLA or contract may include but not limited to:

  • Cost breakdown.
  • Start and end dates of the campaign.
  • Agreed appointment setting services KPIs and objectives.
  • Service measurements and guarantees.
  • Problem-solving procedures.

Together, you can organize staff onboarding and training, inclusion in your system and in relevant processes or vice versa. 

This will help the staff courtesy of your outsourcing provider to seamlessly integrate with your in-house team. 

Reservations Call Center For Your Appointment Setting Services

We have 10 years in the outsourcing industry and we focus our services for SMEs who want to get top quality insurance appointment setters. Our focus is on our ability to provide affordable services without sacrificing on costs.

Reservations Call Center is an ISO 27001-certified and HIPAA-compliant outsourcing provider. Our pledge to protect your data and information.
Contact us today and let us customize the best services for your insurance company.