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Phillips Insurance

Opening hours

  • الأحد

    06:10 - 22:00

  • الإثنين

    06:05 - 22:00

  • الثلاثاء

    05:55 - 22:00

  • الأربعاء

    06:00 - 22:00

  • الخميس

    06:00 - 22:00

  • الجمعة

    06:00 - 22:00

  • السبت

    06:00 - 22:00

About the company

Life insurance and health insurance and financial services

Our team

Crystal seeton

Jessica Phillips

Appointment setter

Top services

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Appointment for New Client

90 دقيقة

Intake appointment to overview benefit options 

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Appointment for current client

90 دقيقة

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

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Policy save appointment

90 دقيقة

An appointment to help a current client reconcile their policy 

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Interview

15 دقيقة

Time set aside for an interview with prospect

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Appointment for Retierment and wealth management

90 دقيقة

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

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Policy services

60 دقيقة

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

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Call and follow up with client

30 دقيقة

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

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