Why You Need An Answering Service For Insurance Agents

Emergencies can happen at any given moment. In the midst of such unforeseen events, clients look to their insurance agents for timely help and guidance. They anticipate an immediate response, irrespective of the hour. But here’s the catch – you cannot possibly function 24/7, and neither can your staff. This is where the role of an answering service for insurance agents becomes paramount. Answering services can handle your after-hours and overflow calls, ensuring there’s always someone to respond to your policyholders’ needs.

Once you engage an answering service, the process begins with identifying the nature of the calls you typically receive. Generally, these calls could be from potential leads seeking policy quotes, existing policyholders with queries, or those wishing to initiate a new claim. A key benefit of employing an answering service is that they can collect initial information, thereby saving you time when you call back your policyholders.

A collaborative relationship with an answering service can significantly streamline your operations. Together, we can devise a form containing specific questions for policyholders or potential clients. Once the required information is collected, the service will notify you via email regarding any new claim requests or follow-ups. This integration of the answering service with your Customer Relationship Management (CRM) system, such as Nowcerts, eliminates the need for manual data entry.

Besides information collection, an answering service enables you to direct your attention toward other essential tasks. You’re not bound to the office, waiting for calls from prospects or policyholders. An answering service can liberate your time, enabling you to delve deeper into claim investigations, formulate quotes for new clients, grow your agency, and tackle other office duties.

Irrespective of the size and type of your insurance business, it’s a highly competitive industry. When a call comes through – be it from a potential lead or a current customer wanting to claim or follow up – they seek human interaction, not an answering machine. If your accessibility is continually limited, you risk losing potential clients and even existing policyholders. Plus, being tied to the phone all day isn’t a practical solution, given other duties like claim investigation. An answering service for insurance agents can provide the flexibility you need, freeing up time for other tasks while ensuring reliable customer service.

 

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