Chris Barrett
// AutoAppoint👨🏾‍💻 // Insurance
- Role
- Health Insurance Professional at Medicareinsurance.Com
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chris Barrett
AutoAppoint CRM delivers a single dashboard that captures leads, books appointments, and flags lapse risks before revenue slips away. Our smart automations sync email, text, and voice follow-ups so no opportunity—or policyholder—falls through the cracks. My roots are in life & health insurance, where I built a multi-state book the hard way—150 dials a day, I’ve walked the same path: knocking doors, manual tasks burn selling hours and losing sleep over lapse reports. Today I channel that experience into tech that helps agents sell more, stay compliant, and scale without extra headcount.
Experience
Health Insurance Professional
Jan 2022 — Present · Tampa, FL, US
Served 300+ clients in 12 states with an 83% retention rate during high-volume open enrollment.Averaged 75+ outreach calls/day, helping clients understand and enroll in tailored healthcare plans.Boosted conversion rate by 18% by refining needs-based discovery calls and simplifying product explanations.
Education
Liberty University
Bachelor of Business Administration - BBA, Sport and Fitness Administration/Management
2017 — 2020
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