insights
Outsourcing Insights From the Philippines
Practical notes on outsourcing to the Philippines, staffing, and coverage for regulated industries, written by the people who do the work.
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...
In-House SDR vs Outsourced Cold Calling: Cost, Control and Ramp Compared
An in-house SDR gives you the most direct control over messaging, product depth and career development, while outsourced cold calling gives you dedicated calling capacity without recruiting, onboarding and supervising the role yourself. The better choice depends on...
Cold Calling vs Telemarketing vs Appointment Setting: Which One You Need
Cold calling is phoning prospects with no prior relationship to start a sales conversation; telemarketing is the broader practice of selling or promoting by phone, often to consumers and often completing the sale on the call; appointment setting is calling to book...
Real Estate Cold Calling Scripts for Expireds, FSBOs and Past Clients
Real estate cold calling is phoning homeowners who have not asked to hear from you, most often owners of expired listings, for sale by owner (FSBO) sellers and past clients, to start a conversation about selling or buying. The scripts below give agents and investors a...
How to Choose a Cold Calling Company: 10 Questions to Ask
To choose a cold calling company, ask how its callers are assigned, trained and managed, how it handles lists and calling rules, and how its work will show up in your own CRM. The ten questions below cover those points, with notes on what a clear answer tends to...