Solutions · Insurance
Phone service for agencies and insurance brokers.
Renewals, quotes and claims all come in by phone, and the record of what was said protects the agency. We put the client and the policy on screen before hello, record and summarize every call, and take a first report of a claim at any hour.
The calls that make or break an agency’s file.
Six of them, and what the service does when each one rings.
Every call on the client’s record.
What most agencies live with, and what changes once the calls run through us.
The record nobody kept.
- What the client asked for is a sticky note.
- The producer looks up the policy on hold.
- Claims after five go to voicemail.
- Notes are typed after the call, if ever.
- Texts with clients sit on personal cells.
The call and its record, together.
- Every call is recorded with a summary.
- The policy shows before hello.
- A first report is taken at any hour.
- The summary reaches your system by itself.
- Texts stay on the agency number.
Three steps, with recording on from the first call.
Nothing in the switch needs a visit, and the old lines ring until the numbers move.
- 01
Your clients come in
Clients come in from your agency system as a file, by email or on a schedule, with the policy and the producer as fields on the popup.
- 02
Recording set once
Recording is switched on for the whole agency in one setting, with a greeting that tells callers, and you test it all on a temporary number.
- 03
Your numbers move
The agency’s numbers port at no charge, about a week out, on a Monday to Thursday at 6 PM, and clients keep the number on their cards.
Questions agencies ask before they switch.
“Can we record every call?”
Yes. One setting records every extension, new ones too, each with a transcript and a summary. New York and New Jersey let a party to the call record it, and the greeting tells callers from states that ask for everyone’s consent.
“How long are recordings kept?”
At least a year, with the transcript and the summary. Medicare’s rule asks agents to keep sales calls six years, so an agency that sells Medicare plans copies its recordings to its own storage through the API.
“Does it work with our agency management system?”
Callpop opens the client in any system whose record address takes an id, and webhooks send each call and its summary to your system when it ends. Nothing inside your system changes.
“Can the AI Agent take claims after hours?”
Yes, by the questions you set, read back once and sent to the agent on call by text and email. It never discusses coverage, never names an amount, and puts the caller through when they ask for a person.
“Can clients text the agency?”
Yes, on the agency number, into a Webex space or the Messaging page, with photos. Keep Social Security numbers and full policy details out of texts, and a client who texts STOP is never texted again.
“Can producers work from home?”
Yes. The Webex app puts their extension on a computer or a cell, calls show the agency number, and every call is recorded and summarized the same way as in the office.
“What does it cost for an agency of eight?”
$29.95 per seat a month, so eight seats are $239.60, recording and summaries included, with every feature in every seat. Federal telecom fees are included, and New York sales tax is the one line added in New York.
“Is there a contract?”
No. Month to month, no early-termination fee, and your numbers leave with you if you go. There is no trial. A person shows you the system on your own calls and sets up the recording with you.
Where we serve insurance agencies. Agencies in these towns run their phones with our office in Brooklyn, by phone and on Webex, with nothing that needs a visit.
Every town we serveOne price, every seat
One price for every seat in the agency.
A person picks up, shows you the system on your own calls, and sets up the recording, the client list and the claim line with you.
$29.95 per seat per month, every feature in every seat, month to month, no contract. New York sales tax is the one line added in New York. Nothing is added in New Jersey. Add-ons and usage