Finance Services

• Lending Professionals – If your prospects are sent to voicemail, most of them will just call your competitors. With a live virtual receptionist to take your calls, you’ll be able to capture those leads around the clock.
• Accounting and Investment Firms – Our finance support service will greet your callers and send messages to your team. We can help schedule appointments, route important calls and capture new client leads!
• Banks – With our service, banking hours are a thing of the past! Your clients will always be able to reach a friendly professional ready to take your messages and answer basic questions.

Insurance Support Services

• Claims Adjusters – When you’re out of the office on an active investigation, an insurance call answering service will help you stay connected to your business. Get your messages any time through our Client Web Access portal, SMS, or email.
• Insurance Agents – Make it easy for leads and clients to reach your team. Virtual receptionists can handle your calls around the clock, making sure you don’t lose business to your competitors. We’ll also qualify your leads so you can make the most of your time.

Benefits of a finance and insurance support service

• Lead Qualification – Not all inbound calls have the same conversion potential. We can vet your leads and help you prioritize your client contacts. You tell us what you need to know, we ask the questions and pass the answers on to you. You can then respond to the most promising leads first.
• Customer Service – With our finance and insurance call agents on your team, your customers will always be able to reach a live person every time.
• Afterhours – Your clients may not always reach out to you during your normal business hours. We can make sure they don’t reach voicemail when they call at night, on weekends or holidays. And for insurance agents, an insurance support service helps you react fast when your clients need you most.
• Dedicated Associates – Our distributed model of shared customer experience associates is cost-effective and resilient, but we also offer dedicated agents for those clients who need an even more personalized solution. Contact us to learn more about adding a team of dedicated virtual receptionists to your account.