The moment every broker recognises
You are halfway through an appointment. A client is sitting across from you while you carefully explain the difference between two policies. They are listening, asking questions, and you can feel the trust building.
Then your phone starts ringing.
You ignore it. After all, the person in front of you deserves your attention. But it rings again, and again, like a small alarm clock that has absolutely no idea what good timing looks like.
So eventually you reach over and put it on silent. Problem solved, at least for now.
Silence is not always a good thing
Silence keeps the meeting calm, but it does not help the person trying to reach you.
They do not know you are in an appointment. They do not know you are being professional by giving your client your full attention. All they know is that the phone rings and nobody answers.
So they try someone else.
And just like that, the opportunity quietly moves on.
The strange reality of a busy diary
The busier your diary becomes, the more often this happens. It is one of those odd little ironies of running a successful brokerage.
Your business runs on conversations, but you can only have one at a time. When someone is sitting across the table from you, they deserve your focus. Proper explanations, clear answers, and the reassurance that you are listening.
But while you are having that conversation, the next one might already be trying to reach you.
The missed call pile up
When the appointment ends, you glance at your phone and see the missed calls waiting for you.
Three.
Maybe four.
Sometimes more.
Each one could be a new client, a renewal question, or someone ready to book an appointment. But now they have heard nothing but ringing, and you have no idea whether they are still waiting.
The evening catch up nobody enjoys
So the next part of the day begins. The evening catch up.
Instead of switching off and spending time with your family, you start calling people back. One by one you work through the missed calls from earlier.
Some answer.
Some do not.
And occasionally you hear the words every broker hates.
“Don’t worry, I’ve sorted it now.”
What if someone else answered?
Now imagine that same situation playing out differently.
You are in the appointment, focused on your client, while your phone rings in the background. But this time you do not need to worry about it.
Because someone answers.
They answer in your company name, speak to the caller properly, take the details clearly, and if needed they book an appointment straight into your diary. No voicemail, no confusion, and no opportunity quietly disappearing.
Keeping your day interruption free
At I’m Your P.A., that is exactly what we help brokers do. While you focus on the client sitting in front of you, we make sure the next caller is looked after properly.
Calls answered professionally, messages taken clearly, and appointments booked directly into your diary so nothing slips through the cracks.
If you would like to see how we can help keep your appointments interruption free, give us a call on 01902 585222.