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Insurance Brokers: Stop Losing Client Calls
Insurance brokerage: client reception, busy-period calls and continuity of service with the Reception / Secretarial offer from HARX Telephony.
For an insurance broker the telephone is a central channel: reporting a claim, a question about a policy, a quote request. An unanswered call can mean an unhappy client, or even a lost one.
The typical phone problem for a brokerage
Calls concentrate at particular moments: after a weather event, around policy renewals or at the end of the day. The broker, often in meetings or on the road, cannot always answer, and small firms do not always have a dedicated receptionist.
- Unpredictable call peaks that are hard to absorb with a small team.
- Clients who expect a quick response, especially when they call about a claim.
- Heavy dependence on one or two people who, when absent, leave the line unanswered.
How the Reception / Secretarial offer addresses this
The Reception / Secretarial offer from HARX Telephony targets very small businesses of every trade, including insurance brokers. It offers remote staff or offshored reception, a number from your country, incoming and outgoing calls, an answering service and assisting AI. The subscription is monthly, with prepaid minutes and AI.
- Reception handled while you are in meetings, so every caller has someone to talk to.
- Outgoing calls possible with a number from your country, useful for following up a client or calling back a prospect.
- An answering service to keep receiving messages outside the times you are present.
General good practice for a brokerage
- Write down the information to collect on a first call: name, policy number, nature of the request.
- State the callback time you can realistically meet, and meet it.
- Give no contractual advice by phone without the client’s file in front of you.
- Direct claim reports to the procedure set by the insurer concerned.
- Log each important call in your tracking tool to preserve the file history.
Well-organised reception makes no promise of coverage: above all it ensures that every request is heard and passed to the right person.
Frequently asked questions
Can offshored reception sign a policy on my behalf?
No. The offer is for welcoming and organising calls; advice and underwriting remain the responsibility of the firm.
Can I make outgoing calls to my clients?
HARX Telephony provides incoming and outgoing calls with a number from your country, depending on the offer chosen.
Is the offer only for large firms?
No, the Reception / Secretarial offer is designed for very small businesses, including insurance brokers.
To keep in touch with clients even while you are in meetings, look at the Reception / Secretarial offer from HARX Telephony.
Keep reading
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Building trades: stop losing quote requests while you are on a job site, with the Reception / Secretarial offer from HARX Telephony.
A number from your country, inbound and outbound calls, reception/secretary service and an AI to assist you.
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