Never miss a lead again

We’ve got your back 24/7 – answering calls, website chats, text messages, Faxes, WhatsApp, social media channels. We help you get more qualified leads as well.

All channels ↗

We connect with your customers via every channel. Phone, SMS, WhatsApp, social media.

Customer Service ↗

We service your customers 24/7 so you don’t have to compromise your brand promise.

Marketing ↗

We reach out to your leads, qualify them, connect them with you so you can sell.

Why chose us for your insurance agency call center

– We are polite, professional call center representatives with a goal to provide outstanding service to your customers
– We represent your company brand by answering questions, handling complaints, and troubleshooting problems with your products and services
– We listen to your clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response
– We respond efficiently and accurately to callers. We explain possible solutions, and ensure that your clients feel supported and valued
– We strive to meet or exceed call center metrics while providing excellent consistent customer service
– We work in a structured framework with readily available information, continual management support, and measurable, achievable goals
– We work weekends
– We respond to inbound customer and partner digital inquiries, using methods and verbiage defined by your team
– We always lead the call but we don’t fail to listen to the voice of the customer
– We provide your customers with a clear picture of your company products and services;
– We ensure that customer requests for appointments and other services are met. We ensure all work is done within the guidelines established by your management
– We identify up-sell opportunities where appropriate
– We always attempt to cross-sell in cases a specific request cannot be met
– We escalate difficult and complex situations to our and your Team Leaders as soon as they arise. We don’t hide any information, nor our mistakes.
– Each one of us (even senior folks) work with Quality Coaches and Team Leaders continually. This helps us evaluate and improve individual performance.
– Each one of us provides both our and your Team Leaders with important observations that we gather from our customer interactions. This helps us offer suggestions to improve your processes, products and/or service offerings.
– It goes without saying that we maintain confidentiality of all company trade secrets and proprietary information. We don’t start without a mutual NDA.

How call answering service for insurance agencies works

1. Start with a free trial while you train us on your custom business needs, answering scripts, business processes.

2. Your agency gets a unique phone number. Forward calls to this number 24/7, on-demand, overflow, after-hours, weekends or holidays. That’s your choice.

How chat answering service for insurance agencies works

1. If you proceed after the free trial, our IT team will add chat support to your website.

2. Our staff will start answering customer chats 24/7. No more missed opportunities.

How text answering service for insurance agencies works

1. Your insurance agency gets a unique text messaging number.

2. If we ever part ways, you can port this number and keep it for life.

3. You can market this text messaging number to anyone.

4. Our staff will start answering customer text messages 24/7. No more missed opportunities.

Can our insurance agency have our own answering scripts

Of course! During the training/ free trial, you give us any scripts you’d like us to use. These scripts are used to gather information for claims or quotes.

You can also add / change / modify scripts at any time.

How do you pass information back to our insurance agency

Several ways! We use a CRM for our work anyways. Every call, text message, WhatsApp, fax etc is logged in our CRM. You have access to this 24/7.

If you prefer that we alert you whenever needed, we can call , email or text the correct staff member on your team and pass necessary information as well.

How about urgent inbound calls to our insurance agency

We triage urgent calls for you. As we work together, you teach us your escalation process. We follow escalation steps to insure that your team is ready to respond to clients, with all the necessary information.

How to monitor communication quality

Our CRM records all calls, all text messages and everything in between. You have access to the same information that we do. Your insurance agency will have access to call transcripts as well.

How lead generation for insurance agencies work

You have access to our CRM and can upload your leads at anytime. You can also send us your leads to load into our software.

You choose how you want us to reach out to your leads. We can call, email, text , WhatsApp .. whatever you prefer.

As soon as we have an interested party, we can patch you in or do the intake as you desire. Just let us know.

Using your own insurance agency specific CRM

We can send details and synch with your CRM as well. After the trial period, our IT team sets up the integration with your in-house system or CRM.

Why not just hire an insurance agency receptionist in-house

You can video call or chat with anyone working for you at any time during business hours. However, if you prefer to have your receptionist right in front of you, in your office – you should!

If you’re satisfied with the cost and training overheads that come along with hiring a receptionist in-house, you should not outsource the entire process. Instead, you can hire us to handle your overflow calls, after hours calls, weekend calls.

You can also choose to outsource only specific communication channels to us. E.g. we can handle all your text messages, or website chats , or your faxes, or WhatsApp.. whatever works best for you.

Why outsource insurance agency business development to us

Lead generation via telephone is a tedious job and keeps getting harder each year.

Your sales representatives can dial 100 numbers, but only 20 people will ever pick up the call.

Out of these 20 people no more than 2-3 would even be interested, willing, be able to consider your services.

You will never win all prospects. Out of these 2-3 prospects, you’d be lucky to close 1 deal.

That deal might take 3 months to close. That’s the game of numbers. It took you 3 months to close 1 deal from a list of 100 leads.

Do you want to pay the salaries , commissions to a highly paid sales representatives when 80% of their day is wasted on voicemails?

Or would you rather have your sales team concentrate on closing warm leads, ready to buy?

We do that for your team. We take the arduous process of marketing and have your sales team talking to only warm / hot leads.

What you save by outsourcing to us

A lot, actually. Generally, for each employee you’ll have to provide the following. By outsourcing, you avoid all these costs.
– Health Insurance
– Dental Insurance
– Vision Insurance
– Paid Holidays
– Holidays Off
– Paid Time Off (PTO)
– 401K Plan

In addition to those hard dollar savings, you also skip the headaches and intangible costs associated with
– Career Development & Growth
– Hands On Training

How about insurance agency license?

No we are not licensed agents so we could never do what you do. We concentrate on “dialing for dollars” or “smile and dial” as they call it.

We take over the laborious task of making calls and screening leads on your behalf. As soon as a lead meets your criteria, we pass them on to you as a “hot lead”.

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