Company Background:

Founded by Chris Noto in 2020, Lacey Life Insurance Solutions LLC is an insurance agency located in New Jersey. The company offers life, long-term care, and disability insurance.

Executive Summary:

For a little over a year, Chris Noto has been on his new journey as an insurance agent. It’s a competitive career that requires persistence and earning the trust of potential clients. One of his marketing strategies is calling lead lists. Chris needed a solution that would allow him to reach more contacts and maximize his time. After trying and leaving unsatisfied with several dialers, Chris finally found Call Logic, a TCPA compliant auto dialer that met his needs. Later, he was introduced to Blitz Sale Software to help manage his prospects and sales pipeline. The addition of Blitz Sales Software has allowed Chris to save time, build trust with potential clients, and develop a secondary contact list strategy.

The Challenges: Building Trust with Clients and inefficient processes.

With so many insurance agents available for consumers to choose from, Chris needed to develop a way to separate himself from the competition and build trust with clients.

He also needed a way to streamline his contract strategy and an effective follow-up process for scheduling and rescheduling appointments. Using Call Logic made his outbound calling efficient, but he needed more follow-up capabilities. For Chris’s line of work, each ‘yes’ that a prospect agrees to for an appointment is precious. Even if they don’t show up for the initial appointment, he has a reason to follow-up again. After all, each yes, is one step closer to gaining a new client. That’s where Blitz Sales Software came to the rescue.

The Solution: Call Logic fused with Blitz Sales Software

For several months, Chris used only Call Logic, a TCPA compliant auto dialer to dial his lead lists. Then, he was introduced to Blitz Sales Software, A Double a Solutions product. Instead of using only Call Logic for his outbound marketing strategy, he combined Blitz to help him with his follow-up campaigns and send emails. This seamless combination has been the solution to call efficiently and set more life appointments.

“This seamless combination has been the solution to call efficiently and set more life appointments.”

The Benefits: More Appointments, Earned Trust, and More Clients.

After Chris was introduced to the power of Blitz Sales Software, integrating Call Logic into Blitz was the icing on the cake. When using Blitz, Chris views a call script alongside the contact record. Everything he needs is accessible on the screen and is easier than neck-straining when looking down at a paper script while making calls. Additionally, Blitz’s email templates have made it easier for Chris to gain trust from his prospective clients.

For every potential client interested in his services, he uses a Blitz email template to send a YouTube video. The video content shows Chris introducing himself and his company along with his licensing information. The email templates save Chris valuable time. The content of the email proves that his business is legitimate and gains the trust of potential clients. However, that’s not all that the integration is allowing Chris to do.

The most effective strategy that Chris has developed with the integration is creating secondary call campaigns. After calling through hundreds of leads (500 on a good day), Chris will set some appointments, usually 4 or 5. Then, fast forward to the appointment, there will be some who don’t show up. Eventually, he’ll end up with a group of appointment no-shows and call them again.

Using unique dispositions in Blitz milestones and statuses, Chris can easily filter to create a secondary Call Logic calling campaign of appointment no-shows. He had this to say regarding his strategy, “I dial those and that’s where a lot of quality happens. That’s the meat of it. then I go back out and, you know, rinse and repeat”. By following up with the second list using Call Logic and Blitz, Chris can have a quality conversation and generate more new clients.

“I just put them in that secondary list. And like I said, that’s where the magic really happens.”

Chris Nato

Owner, Lacey Life Insurance Solutions