insights
Category: Outsourcing Insights
Every article we have published in this category.
What Does a Real Estate Transaction Coordinator Do? Duties, Checklist and When to Hire
A real estate transaction coordinator, often called a TC, manages the paperwork, deadlines and communication between an accepted offer and closing, so the agent can spend more time with clients and new business. A TC opens the file, tracks every contingency date,...
Cold Calling Scripts for Insurance Agents (Life, Health, P&C)
A good insurance cold calling script introduces the caller and agency, gives one reason that fits the prospect’s situation, such as an upcoming renewal, a new home or a growing business, asks permission to continue, asks a couple of qualifying questions and...
AI Cold Calling vs Human Callers: Where Each One Fits
AI calling tools fit predictable, high-volume conversations with people who expect the call, such as appointment reminders, confirmations and inbound lead follow-up, while human callers fit B2B cold outreach where the conversation is unpredictable and trust has to be...
How to Cold Call: A Step-by-Step Guide for B2B Sales Teams
To cold call well, decide exactly who you are calling and why, research each prospect before you dial, open with your name and a specific reason for the call, ask one question that earns a conversation, and finish by asking for a defined next step such as a meeting on...