When someone requests an insurance quote online, they often submit their information to more than one place. The first agent to reach them has a real advantage, and the chance of reaching a lead at all drops quickly as minutes turn into hours.
Get leads to your team instantly
Leads sitting in an inbox are losing value. Deliver every lead straight into your CRM or dialer in real time, and alert an available agent the moment it arrives.
Plan for more than one attempt
Many shoppers don’t answer the first call. A simple cadence works well:
- Call immediately after the lead arrives
- Send a text (when you have consent) introducing yourself
- Call again later the same day
- Follow up by email with a short, helpful message
- Keep trying over the next several days before closing the lead out
Respect calling hours
Federal rules limit telemarketing calls to 8 AM to 9 PM in the consumer’s local time, and some states set shorter windows. Build these limits into your dialer so agents don’t have to remember them.
Open with why you’re calling
Remind the shopper what they requested: “You asked for a health insurance quote online earlier today, and I’m calling to help with that.” Context makes the call feel expected, not random.
Measure it
Track the time from lead arrival to first call, and the contact rate by source. If speed slips, contact rates usually slip with it.
Our email and SMS and CRM integration services help agencies automate this process.