Hi everyone! 👋 If you need help with your agency or any VA tasks, feel free to book a 30-minute call with me. 📅 Book your session here: https://calendly.com/admin-integration-ops/30min I'm happy to help and answer any questions you may have. Looking forward to speaking with you! 😊

Most agencies think retention starts at renewal — or worse, when a cancellation notice shows up. It actually starts the day the customer says yes. I'm hosting a free 30-minute live session where I'll walk through the exact playbook I've refined over nearly three decades of keeping clients — not just to the first renewal, but to the second, the third, and beyond. Here's what we'll cover: - Why retention is a process, not a renewal-season scramble - The full customer journey — and the stages where most agencies quietly lose people - The four things that actually drive retention (and why retention itself is the byproduct) - How to turn any recurring problem into a repeatable system your team runs without you - The handful of numbers worth measuring Come with one process in your agency that frustrates you most — you'll leave with a concrete idea or two you can put to work that same week. 📅 When: Tuesday, July 21st, 4pm Eastern 📍 Where: Zoom — https://us02web.zoom.us/j/83087270353 Drop a comment below if you're in, and bring your questions. This one's built to be practical.

Hi, VAs! The Telemarketer Scripts and Rebuttals Guide is now available in the Integration Ops VA Support Classroom. This resource will help you: ✅ Follow a clear call flow ✅ Respond to common objections ✅ Handle customer questions professionally ✅ Improve your chances of completing a successful interested warm transfer Please review the module before dialing and use it as your guide during calls. Remember that each agency may have its own instructions, so always follow your agency owner’s approved process. You may access this resource anytime through the Classroom tab.

Which application do you recommend for time and attendance?

Telemarketing is a much more complicated playground to be playing in now, so here are a few tips to make sure your telemarketers are successful: - Don't sell the policy—sell the conversation. Your goal is to earn a quote, not explain coverages. - Focus on the value of a review, not just saving money. Many prospects respond better to "making sure you're properly protected" than "we can save you money." - Warm transfers beat callbacks. If a licensed agent is available, connect the prospect while they're engaged. - Leave every voicemail with a reason to call back. Mention that you are calling them about their insurance policies rather than a generic "please call me back." - Celebrate activity as much as results. Great telemarketers know they control dials, conversations, and transfers. Sales follow consistent activity.