Insurance Agent

Turning After-Hours Calls Into Booked Insurance Leads

The challenge

An insurance agent's calls came in fastest in the evenings and on weekends, when prospects had time to think about coverage, exactly when no one was in the office to answer. Missed calls went to voicemail and often never got a callback before the prospect called someone else.

What we built

An agent now answers every call, asks the qualifying questions an agent would ask, like coverage type, timeline, and current provider, and logs a ranked lead directly into the CRM with the details already filled in.

The result

Evening and weekend calls get answered and logged the moment they come in, instead of sitting in voicemail until Monday.