Phone System for Insurance Agency Improves Customer Service
Insurance agencies face the ongoing challenge of providing prompt and reliable telephone service to their policyholders. When customers call to make changes to their policy, report a claim or receive proof of insurance, the last thing they want is to wait on hold forever or have their call go straight to voicemail. While some agencies resort to hiring a live answering service to field incoming calls, this does not always provide the most efficient or cost-effective solution for small businesses such as insurance agencies.
Alternative to an Insurance Agency Answering Service
AccessDirect offers innovative phone systems for insurance agencies equipped with a virtual auto attendant feature that goes far beyond a standard voicemail recording. Callers can select the most appropriate option from a customized auto attendant menu and connect immediately with the specific individual or department they need. Just as important, our phone solution is much less expensive than the typical live answering service for insurance agents.
AccessDirect Phone System for Insurance Agency Use: A Real-World Example
Here’s a real-life example of how an auto attendant phone system for insurance agency use can provide better customer service and save money.
Richard Billock, owner of the Billock Insurance Center was seeking an automated auto attendant that enhanced his telephone service capabilities – and that significantly lowered the hefty price he was paying for his live answering service.
“I was looking for an automated attendant that offered more than just a voicemail recording option or a message that had to be returned. I had been using a live answering service at a cost of about $600 per month. With the live answering service, I would either forward all calls or, if I didn’t forward to them, then I answered the phone myself or had it go to voicemail. I did not have the option to answer the phone before it was forwarded.”
Our Recommendation: The AccessDirect Direct Receptionist 2 Package
We recommended our Direct Receptionist 2 package with auto attendant for the Billock Insurance Center. Now, when the agency’s insurance customers call, they can select from five options: adding or replacing a car; billing & payment information; evidence of insurance information; reporting a claim; and contacting Billock directly. Each option provides the customer with specific instructions on how to proceed, as well as how to contact the agency’s service team if applicable. What’s more, we provided a professionally recorded greeting at no additional charge.
Billock also purchased a separate fax number that enables him to receive inbound faxes from customers via email as an attached PDF document, which allows him to view the faxes on his smartphone.
“Now, I have the ability to answer calls or let them go to the auto attendant. They get routed to the proper department, which is more efficient, and all voicemails are sent to my email and text account so I can respond to my clients quickly, even 24/7 if needed. The system allows the ability to change the recording when needed, without an extra charge. The use of a digital fax allows me to forward a fax or email to the proper individual, saving printing and time.
“Overall, I like that the price is right and my phone system is very efficient.”
Auto Attendant Phone Systems Provide Superior Results to Insurance Agency Answering Services
In summary, an AccessDirect auto attendant phone system for insurance agency use eliminates the need to play phone tag with customers and field repeated calls for the same issues. This helps to improves efficiency, reduce operating costs and provide better policyholder service.