Client Focus

Jason Breland gave us a fantastic review on Google a couple weeks ago:

"Garrett and Alisia are incredible. I have had nothing but an awesome experience with Client Focus. We have been shocked at how many appointments they are getting booked up for us, and we are also writing life insurance like never before! Highly recommend!"

Thanks, Jason! We're so grateful for the opportunity to work with your office. We appreciate you!

⭐Five Star Caller Friday⭐: Meet Paola Black!

⭐From Paola's Team Leader: If you ever get the chance to work with Paola, you’re in great hands. She’s incredibly detail-oriented, truly cares about her work, and is very responsive whenever you need help or have a question. I really appreciate everything she brings to the team and the knowledge she shares to support everyone.

⭐A little more about Paola: "I’m someone who really values authenticity and showing up as myself, both at work and outside of it. I’ve always been the type of person people come to for advice or support which naturally carried into my role as an account manager. I enjoy building real relationships with my agents and making sure they feel heard and taken care of, not just managed. I’m naturally curious, so I like learning how things work and finding better, more efficient ways to do them. Outside of work, I spend a lot of time just hanging out with my family, and I’m usually planning my next trip."

⭐Paola's tip for agents: Consistently review your data and performance trends. Taking a little time each week to look at what’s working and what's not can help you make small adjustments that lead to much better results over time. The agents who are most successful tend to be the ones who stay proactive and treat their performance like something they can continuously refine.

Moves, new jobs, marriages, kids, new purchases… Those are exactly the events when coverage should be reviewed. But they’re also when customers are least likely to reach out.

When life changes happen, their insurance agent is not the first person your customer think to call. Having meaningful conversations with your clients can make sure gaps don't happen in their coverage. If you're not having these conversations with them, someone else will.

⭐Five Star Caller Friday⭐ : Meet Heather Cooper!

⭐From Heather's Team Leader: Heather is one of our high performing Account Managers that prioritizes her agents by always ensuring they feel supported, heard, and set up for success. This shows in the number of times she's been mentioned in our google reviews. Her dedication to her agents and commitment to their success sets the standard as a top performing Account Manager here.

⭐A little more about Heather: "I have been with Client Focus for nearly two years. During my time here, I have served as a liaison between our agents and their clients, helping strengthen client relationships, improve retention, and ensure clients clearly understand their needs and goals. I’ve had the pleasure of working with many agents, building meaningful relationships with them and getting to know them both professionally and personally.

Outside of work, I am the proud mother of two miniature dachshunds named Latte and Cappuccino. In my free time, I enjoy gardening and traveling around the country, exploring the many beautiful places the world has to offer."