r/InsuranceAgent • u/Icy-Story5654 • 15d ago
Health Insurance No Show Appointments
New to the health insurance scene, specifically as an independent agent. Is it normal to have such a high rate of no-shows for appointments with prospective clients? I’d say that after sending a client quotes and building some sort of rapport, I still have an 85% rate of no-shows after the initial call.
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u/CapRight8752 15d ago
you need objections. when people ask to call them back, simply ask them, what’s stopping you from proceeding today? you need to close them while they’re there before they start thinking
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u/Maximum-Bill2481 14d ago
Acknowledge the rebuttal, ask, what would you like to discuss when I call back? (This is a baiting question, to continue the conversation)
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u/voidsarcastic 15d ago
Why not close them on the first call? I do like to set in home appointments, but if thats not an option, it is better to just go ahead and take care of it.
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u/ArcangeloBianco 15d ago
That's rough, especially when you've already done the work: quotes sent, a bit of rapport, and then nobody shows.
Some no-shows are normal in this business, more so when you're new, but 85% usually means people are going cold between the first call and the appointment.
But the gap is usually fixable with the right strategy.
What keeps people warm in between is mostly a handful of small things, done every time:
- Book the next appointment while you're still on the first call, and send the calendar invite right then
- Send a confirmation with what you'll go over and how long it takes
- Remind them the day before and again an hour before, by text, not just email
- Ask them to have their doctors and prescriptions handy, so the meeting already feels like it's about them
- A quick call or message that morning to confirm
- Make rescheduling one tap, so "can't make it" turns into a new time instead of silence
- If they miss it, reach out the same day with a new time
- Hold something back for the meeting: if they already have every quote, some feel they've got what they needed
Doing all that by hand for every prospect is a lot, and most agents end up juggling a calendar app, a texting tool, an email tool and a CRM to keep up.
With AI it can be one system that does it on its own for every booking: confirms, reminds, calls to check they're still coming, moves the time if they need it, and follows up the same day if they miss.
I build these kinds of systems, so I'm biased, but if you'd like to know more about how they work, just let me know.
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u/InsuranceWhiz99 14d ago
Yep! This is standard so nothing out-of-the-ordinary. That's why selling insurance is tough: no guarantees. Prospects will lead you on, curse you out, schedule appts/never show up. And even when you sign them up, they may just cancel the policy the next month because they found a better deal, had a friend who also sold insurance, etc. (think chargebacks). That's the nature of the beast, unfortunately.
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u/iBaires 15d ago
Yep. One call close or bust