As an ISA, have you felt the pressure of not knowing what happened to the appointments you’ve set? Ever wondered if it went through or whether the client signed or not?
If you are the one who set up that appointment, it is important that you know what is happening with the clients you are handing over to the agent.
Watch this video to learn the value of having an appointment tracker, and what’s the most important question to ask your agent to increase your productivity.
Having an appointment tracker is a great tool to evaluate an ISA’s performance. Knowing why a client chooses NOT to sign through this tracker, provides great insight for the ISA. This way, adjustments can be done to get better results - which is beneficial not only to the ISA and the agent, but for the entire team as well.
Are you a Broker/Owner or Team Leader? Join me as I go live on September 10th at 12pm EDT. I’ll be sharing tips on how to make sure your ISA fails (if you want them to stay, DON’T do these things!). Click below to register: