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Connectivity Solutions for Insurance Agents

The insurance industry can benefit greatly from connectivity solutions like text message marketing, voice broadcast, and call tracking from CallFire.

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Connectivity Solutions for Insurance Agents

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  1. Connectivity Solutions for Insurance Agents

  2. Know your consumer base • When seeking connectivity solutions for your insurance agency, consider the clients first • What type of insurance do you specialize in? What are your most common policy issues/questions?

  3. Keep it personal • It’s important to maintain a level of personality even within automated communications • Don’t settle for robotic, outdated IVR systems

  4. Create custom phone trees • Streamline inbound call menus as per your branch’s needs • For example, if you specialize in workman’s compensation insurance claims, organize menus to cater to this (don’t make clients wait through pet insurance, car insurance, etc.)

  5. Voice broadcast • Utilize voice broadcast technology to send notifications en masse • Useful for bill pay, account/service changes, scheduled meeting reminders, etc. • Provide ‘press-1’ option for clients to connect and pay immediately

  6. Voice broadcast cont’d • Easily conduct customer satisfaction surveys, encourage back and forth communication with clientele • Periodically thank long time customers for their continued business (i.e. birthdays, anniversaries, etc.)

  7. Call Center solutions • Maximize individual agent efficiency by relying on smart predictive dialer to weed out bad phone numbers and answering machines • This guarantees that employees’ phone time is productive and spent on calls, rather than listening to dial tones or hand dialing numbers

  8. Harness the power of SMS • Text messaging can be useful for a multitude of insurance related communications, including text reminders and accounts receivable. • Create compelling opt-in to entice potential new clients to join subscriber list • Text messages are exponentially more likely to be opened and read than email, ‘snail’ mail

  9. Ask questions • Use voice broadcast, SMS to determine ways to better serve your client base • Surveys, giveaways, raffles, etc. are great ways to engender goodwill and create loyalty • Involve the whole family whenever possible

  10. Invest wisely with call tracking • Carefully monitor real time returns on various ad media • Applicable to voice broadcast and SMS campaigns • Don’t waste money on fruitless ad pursuits

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