Sales and new business · Live demo
Quote enquiry line
Answers quote calls and website chats from businesses, gathers what a producer needs to take the account to market, and books the call.
Talk to Carmen at Redbarrow Insurance Group
Redbarrow Insurance Group is made up. Carmen is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
The problem
Businesses shopping for cover call two or three brokers and go with whoever gets back first. When producers are out with clients, new enquiries land in voicemail and go cold.
How it works
- Answers the brokerage's phone and website chat, day or night
- Asks the first questions about the business, its sites, vehicles and staff
- Checks whether the caller is already a client before creating a new lead
- Books a call with the right producer and sends a confirmation
- Writes a short summary into the agency management system so the producer can prepare
- Never quotes a price or says what is covered, and hands those questions to a licensed agent
What it connects to
- CallerHi, we're opening a second distribution warehouse in Garland next month, and the landlord needs a certificate of insurance before we get the keys.
- AgentCongratulations on the expansion. We can compare quotes from several insurers for you. Can I start with your first name?
- CallerIt's Marcus.
- AgentThanks Marcus. Would you like us to look at your vehicles and workers' comp at the same time, or just the new site?
- CallerEverything, really. We've got 14 vans and about 120 staff.
- AgentGreat. Dana Whitlock, one of our producers, has Tuesday at 1pm or Thursday at 9:30am for a 30 minute call. Once you choose a policy, we'll send the certificate straight to your landlord.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Policy questions chat
Answers everyday policy questions from clients on the website in English or Spanish, and hands coverage questions to a licensed agent.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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