Increased Engagement, ROI, and Compliance for Insurance Call Centers

Predictive Dialer automatically routes by state. Compliance features a must-have.

Licensed insurance agents save time and money using a predictive dialer that automatically routes leads to agents licensed in the prospect’s state—no click-to-dial. Intelligent dynamic scripting assures agents know the specific call introduction required by the state they’re calling. Convoso software stays up-to-date with changing TCPA rules for state-based call times to avoid fines and legal consequences.

Get our State Calling Restrictions chart (includes days, times, holidays)

Thriving in a competitive insurance market.

The U.S. insurance industry annually writes over a trillion dollars in premiums. To excel above the competition, increase engagements with automated redial workflows, caller ID management, and by communicating at the right time with the right channel via calls, emails, and SMS. Save agent time with streamlined processes that connect with more qualified leads. Convoso customers report dramatic increases of over 30% in contact rates. With our powerful suite of software tools, you’ll convert leads faster.

Boost ROI and maintain compliance with real-time analytics.

You can’t improve what you can’t measure. Prioritize your KPIs with our customizable dashboards and make strategic decisions based on how your insurance leads, agents, lists, and list sources are performing at any time of the day. Real-time reports show your actual CPA [cost of dialer, payroll, and leads], your ROI per list and agent, broken down by lead source.

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Made the switch from Five9, and we’re glad we did! Our main reason for switching was because we felt like a small blip on Five9’s radar when it came to customer service. Convoso promised much more hands-on customer service and tech support, and they have delivered! Great customer service!

Zach Randolph VP Sales, NowInsured

The single best asset for us at Insurance Line One has been Convoso’s Power Dialer. It has allowed us to slash wait times between calls. My reps now have two to three times the number of conversations they used to, and it’s made a significant impact on our bottom line. And, of course, our agents are much happier.

Mike Kelly Sales Manager, Insurance Line One

Convoso has a superior product. First off, from the software’s ease of use, including navigation, learning, and even tutorial videos for management. Second, the customer friendliness – anything you need, they walk you through it, apply it if you need, and give you an explanation on how to do it yourself. Third, the platform runs smoothly, and offers lots of features. Convoso adapts to your business instead of your business adapting to it.

Melvin Merritt Call Center Director, NextGen Leads

[Convoso has] a system that can produce more sales at the best times. What I really enjoy is the SMS feature and the email drip campaigns, because they actually are texting and emailing in the background and grabbing customers digitally rather than calling…Convoso brings the business to you rather than making you go out after it.

Chris Cantrell Insurance Agent, US Health Advisors

Great ROI comes from great tools

Omnichannel

Email, SMS, Calling

Multiple dialing modes

Power, predictive, progressive, preview

Redial/recycle logic

Superior automated lead follow-up

Real-time reporting

Versatile, advanced & customizable

Lead management

Robust, fast, intuitive, automated

TCPA compliance

Tools across all communication channels

SUCCESS STORY

Chris Cantrell, US Health Advisors

“Convoso can produce more sales at the best times. I really enjoy the SMS feature and email drip campaigns, because they’re texting and emailing in the background and grabbing customers digitally rather than calling…Convoso brings the business to you rather than making you go after it.”