Phillips Insurance
Horário de abertura
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Domingo
06:10 - 22:00
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Segunda-feira
06:05 - 22:00
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Terça-feira
05:55 - 22:00
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Quarta-feira
06:00 - 22:00
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Quinta-feira
06:00 - 22:00
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Sexta-feira
06:00 - 22:00
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Sábado
06:00 - 22:00
Sobre a empresa
Life insurance and health insurance and financial servicesNossa equipe
Crystal seeton
Phillips Insurance
386 Van Dyke Drive
Crystal seeton
Insurance agent
Jessica Phillips
Phillips Insurance
386 Van Dyke Drive
Jessica Phillips
Life insurance and health insurance and financial services
Appointment setter
Phillips Insurance
386 Van Dyke Drive
Appointment setter
This is the person who books appointments onto jessica schedule
Please recall these appointments and rebook them
Top services
Appointment for New Client
90 min
Intake appointment to overview benefit options
Phillips Insurance
386 Van Dyke Drive
Appointment for New Client
Intake appointment to overview benefit options
Appointment for current client
90 min
Apointment to do an annual review or policy service with current client
Phillips Insurance
386 Van Dyke Drive
Appointment for current client
Apointment to do an annual review or policy service with current client
Policy save appointment
90 min
An appointment to help a current client reconcile their policy
Phillips Insurance
386 Van Dyke Drive
Policy save appointment
An appointment to help a current client reconcile their policy
Interview
15 min
Time set aside for an interview with prospect
Phillips Insurance
386 Van Dyke Drive
Interview
Time set aside for an interview with prospect
Appointment for Retierment and wealth management
90 min
Appointment to review wealth management and planning for IUL and Annuities and Stocks
Phillips Insurance
386 Van Dyke Drive
Appointment for Retierment and wealth management
Appointment to review wealth management and planning for IUL and Annuities and Stocks
Policy services
60 min
An appointment to help a client with any policy services they man need
Phillips Insurance
386 Van Dyke Drive
Policy services
An appointment to help a client with any policy services they man need
Call and follow up with client
30 min
Book this when you need to follow up with a client for something via the phone
Phillips Insurance
386 Van Dyke Drive
Call and follow up with client
Book this when you need to follow up with a client for something via the phone
Comentários/Avaliações
0 avaliações