Insurance Agency Call Center Services

Our Insurance Agency Call Center Outsourcing Services

We offer insurance agency services to a variety of clients.
Why choose us for your outsourcing needs?
We are very experienced and know how to make our clients successful.

Our insurance agency call center outsourcing services allow your company to focus on your core business and long-term success. While we handle your insurance agency services, you can focus on business development, sales support, marketing, account, document management, and more. Consequently, outsourcing our call center services result in lower costs, higher efficiency, revenue, and ROI for your business.

Insurance Agency Call Center Outsourcing Services Overview

Insurance agency call center outsourcing services are a means for an agency or broker to lower costs, improve efficiency, increase policy signups, and commissions. For example, insurance agency outsourcing services such as telemarketing, prospect leads generation, or appointments scheduling, result in more pre-qualified prospects, shorter sales cycle, increased revenue, and profitability. In short, using insurance agency outsourcing services improves the process of finding and converting prospects into future policy holders.

Whether your insurance agency is just yourself or a large group of sales agents, you should be focused on business development, not administrative activities. Basically, using insurance agency call center outsourcing services gives you more time for planning, closing sales, and growing your insurance agency business.

Customer Service And Administration

Your insurance agency business is constantly in contact with the outside world. So the insurance agency call center inside sales team handles the basic communications (day or night) with presales prospects, general policy inquiries, and post-sales policyholders. Additionally, this now includes your remote, work-at-home sales agents. Consequently, you and the staff are more productive and a potential sales lead doesn’t fall through the cracks.

An insurance agency business is always processing documents, both physical and electronic. For example, it is estimated that approximately 20% of an insurance agent’s total work time is spent hunting down documents and details. Correspondingly, insurance agency call center back office services assist in preparing, verifying, and filing documents. Additionally, meetings are scheduled in the insurance agency calendar ensuring no conflicts, nor overbookings.

One of the primary goals of using insurance agency call center outsourcing services is to better organize the use of time and resources. Consequently, this allows greater focus on the more important functions that will contribute to the success of the insurance agency business.

Following are various insurance agency customer service and administrative activities:

  • Telephone Support (Inbound, Outbound, Gatekeeper)
  • Document Filing And Administration
  • General And Policy Holder Inquiries (Telephone, Email, Social Media
  • Scheduling Of Meetings And Administering Calendars
  • Payments And Tax Information Management

Document Management And Maintenance

Keeping the insurance agency business databases (policyholders and documentation retention) up to date is essential. Consequently, the mundane activity of data entry of incoming information and updating systems is a standard component of insurance agency call center back-office services.

In like manner, each document, policy, evaluation, application, claim, etc. is a distinct transaction that needs to be managed, tracked, and entered into the business systems. So, that’s a lot of data and a lot of lists.

Leads Generation

Insurance agency call center leads generation services take a variety of forms, consume time, and require lots of effort. Specifically, insurance agency prospect leads can result from cold calling, website inquiry forms, inbound telephone calls, social media, referrals, events, and more.

These prospect leads lose their value if they are not converted to appointments. So, insurance agency call center lead generation includes the follow-up process to move them through the sales funnel, to then get closed by the sales agents.

The insurance agency business is all about policies, and more policies. So, how to apply insurance agency call center lead generation services? Specifically, it is related to lead generation, lead follow up, and supporting your insurance agents closing the qualified prospects.

The following are various insurance agency lead generation activities:

  • Cold Calling Consumer and Business Owners.
  • Advertising Placement In Local And Social Media.
  • Pre-Qualifying Telephone Inquiries.
  • Responding To Social Media And Networking Contacts.
  • Data Entry of Prospect Information Follow-Up.

Insurance Agency Call Center Outsourcing Services

Appointment Scheduling

Appointment scheduling is considered to be one of the most difficult parts of business development and is a major challenge to growing your insurance agency. Because this is the most typical barrier in growing a company since new sales won’t be possible without first directly speaking to a prospect.

An insurance agent should be more focused on closing sales and not making cold calls. Rather, this is the job of an appointment scheduler. Consequently, if you spend more time on appointment scheduling rather than selling, YOU ARE NOT SELLING. Basically, insurance agency call center outsourcing gives you more opportunities and time to close sales.

Some of the primary benefits of insurance agency call center appointment scheduling services are discussed below.

  • Speeds Up The Sales Cycle.
  • Keeps The Sales Pipeline Full.
  • Are Scalable And Affordable
  • Provides Measurable Results.

Insurance Agency Outsourcing Services

Insurance agency lead generation strategies are designed to help your company narrow down the list of potential sales leads, whether your business is B2B or B2C. However, lead generation through your in-house staff can be very difficult due to technology, personnel, data, and compliance issues, which usually hamper efforts to daily reach new customer prospects. Accordingly, the solution is to generate leads and ultimately appointments by using our insurance agency inside sales outsourcing services.

Insurance agency call center outsourcing sets the foundation for the long-term, mutually-beneficial relationship between you and your target audience. Consequently, it helps your company gain more new customers, maximize revenue, learn more about your customer base, and more. Also, you save time and money while focusing on closing sales instead of prospecting for leads.

How We Can Help

When you choose our insurance agency call center outsourcing services, we can help you in the following ways:

  • Save Money By Lowering Customer Acquisitions
  • Increase New Customer Sign Ups
  • Save Time And Focus On Core Business Tasks
  • Improve Efficiency Of Your Sales Process
  • Scale Based On Your Changing Needs
  • Increase Revenue By Streamlining Your Sales Process
  • Gather Information Of Your Target Audience
  • Contact Business And Consumer Markets Alike

If your insurance agency is struggling to convert sales appointments into policy sign ups, we encourage you to consider using our insurance agency call center services. Because of our experience and trained specialists, we will help you grow your customer base. Basically, if your in-house insurance agents can sell to pre-qualified sales appointments, then we will both be successful.

Company Resources and Risks

Outsourcing a portion of your insurance agency business development is an investment of resources and entails risks.  Consequently, Nexus Teleservices takes a consultative approach in its insurance agency call center services to minimize your company’s investment and risk.  Accordingly, our staff reviews with your company throughout each step of the process to assess results and, if necessary, make adjustments. Finally, we offer your company low minimums, flexible pilot programs, and customized pricing methods to allow you to focus on your core business.


Call Center Outsourcing Features

DATA SOURCES

We provide call center outsourcing services using a variety of data sources: Client provides existing list; Client provides unqualified list; Nexus Teleservices provides unqualified list.

We provide list scrubbing services to eliminate duplicate names and phone numbers. Also we provide list scrubbing services against Do Not Call lists to ensure regulatory compliance.

TELEPHONE SCRIPT

The telephone presentation (script) our staff uses is determined and fully customized by your company.

This ensures consistency of how we promote your brand, product or service. Also we offer you suggestions on fine tuning the telephone presentation, based on our years of real-world experience.

TECHNOLOGY

We offer both progressive and predictive telephone dialing systems for high levels of productivity and appointment setting.

Our Customer Management System captures lead contact information, is accessible to your in-house insurance sales team, and is exported to you daily for your analysis.

APPOINTMENTS

We can live-transfer a “hot” appointment to your in-house sales staff for immediate follow up.

Otherwise we “book” the appointment using an online calendar system that we both share and have visibility.

Online voice recordings of the appointment are provided for your preparation and follow up activities.

If there is a need to send information to the sales prospect before the appointment we can do that via email or SMS text.

Call Center Industries


Outsourcing Services

INBOUND SERVICES

  • CONSUMER RESPONSE
  • CUSTOMER SERVICE
  • DEALER LOCATION
  • DIRECT TV RESPONSE
  • WEBSITE RESPONSE
  • SALES LEADS
  • ORDER PROCESSING
  • TOLL-FREE RESPONSE