Profiles in Risk · Luis Pino, CEO & Founder at Agentero - PIR Ep. 870
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
implemented just-in-time appointments that trigger carrier appointment only when an agent quotes a policy in a new state
“We had about six or seven agents working at a time… we would get a lead on Facebook and our agents were converting sometimes $80 appointments… $80 to $150 per booked appointment.”
“We are hoping to be doing appointment plant sales so people can schedule an appointment… partnered with the Santa Barbara Botanic Garden… plant sale November 7th, 2026”
“Cheap leads really masked a lot of the deficiencies… you could spend $2,000-$3,000 a month, get $50 appointments, and you would close maybe one in four… that masked, you didn’t have anything with speed to lead, appointment setting, follow up…”
“It allows an agent to pull whatever information ... API and our system, get a returnable quote ... without having to go into a carrier's proprietary system”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.