The prospect compares while you call back
Someone asking for a quote online often asks several brokers. The first to call back takes the lead.
Quote requests are called back within a minute, renewal dates are anticipated, clients are called before renewal and documents are requested automatically. Your advisers keep the advice and the signature.
Someone asking for a quote online often asks several brokers. The first to call back takes the lead.
Your clients' and prospects' renewal dates are in your files, but nobody has time to call them at the right moment.
Claims history, proofs, mandates: everything is chased by hand, and an incomplete policy doesn't go through.
Form, comparison site, missed call: the agent calls back in the brokerage's name, checks the need, the situation and the renewal date.
Depending on the product and availability, with a reminder the day before. Those ready right away are warm-transferred.
Your file is called before each renewal: who wants to compare, who wants to renew, whose situation has changed.
By text and email, with a link to send them as photos. What arrives is filed, what is missing is chased.
The adviser calls requests back at the end of the day.
The prospect is called back while still comparing.
Renewals pass without a call.
Every renewal is anticipated and the client called on time.
The old prospect file sleeps.
It is called back, and every need comes up with its date.
A policy waits weeks for a document.
It is requested at once and chased until it arrives.
No. It qualifies the need, takes the details and hands over to the adviser, who advises and signs. It introduces itself as the brokerage's assistant and never pretends to be human.
Yes, and they depend on the country and the type of contact. You decide who is called and when, the agent applies your settings and every call is recorded and transcribed.
No. Your management tool stays the reference; we connect through its API when there is one, otherwise by import.
The agent minute at the Pricing page price, counted per second. What we connect around it is quoted.
We'll reply with what we'd connect for you and a per-minute worked example.