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Phillips Insurance

营业时间

  • 星期日

    6:10 AM - 10:00 PM

  • 星期一

    6:05 AM - 10:00 PM

  • 星期二

    5:55 AM - 10:00 PM

  • 星期三

    6:00 AM - 10:00 PM

  • 星期四

    6:00 AM - 10:00 PM

  • 星期五

    6:00 AM - 10:00 PM

  • 星期六

    6:00 AM - 10:00 PM

公司资讯

Life insurance and health insurance and financial services

团队组成

Crystal seeton

Jessica Phillips

Appointment setter

热门服务

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Appointment for New Client

90 分钟

Intake appointment to overview benefit options 

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Appointment for current client

90 分钟

Apointment to do an annual review or policy service  with current client 

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Policy save appointment

90 分钟

An appointment to help a current client reconcile their policy 

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Interview

15 分钟

Time set aside for an interview with prospect

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Appointment for Retierment and wealth management

90 分钟

Appointment to review wealth management and planning for IUL and Annuities and Stocks 

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Policy services

60 分钟

An appointment to help a client with any policy services they man need 

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Call and follow up with client

30 分钟

Book this when you need to follow up with a client for something via the phone 

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