Insurance

CASE FILE · No. 003 · ON THE LINE

6:32pm. Premium just went up 28%.

A homeowner opens her renewal notice, premium up 28% in one year, and starts calling agencies at 6:32pm, after work. Two competitors send her straight to voicemail. On your line, Sara picks up before the first ring ends. She captures what matters: current carrier, dwelling coverage, the renewal date 30 days out, two recent claims, and that she's never shopped the policy before. Sara schedules your producer to call back first thing Wednesday with a prepared quote. Your producer dials at 8:05am with numbers already run. The policy binds that afternoon, two days before the competitors who returned her voicemail get around to it.

NOTES · No. 003 · FREQUENTLY ASKED

Questions on file.

01 Can Sara handle different lines of insurance?

Yes. Sara is configured for your specific book of business: personal lines, commercial, life and health, or any combination. The qualification questions adapt accordingly.

02 What happens with complex coverage questions?

Sara captures the inquiry and routes it to the appropriate producer with a full brief. Callers aren't put on hold: they get a callback time and confirmation.

03 Does Sara comply with insurance call recording regulations?

Yes. Sara discloses recording at the start of every call and complies with state-specific requirements. Recordings are stored securely for your E&O file.

04 How does Sara qualify prospects?

Coverage type needed, current provider, renewal date, household or business size, and prior claims history. Your producers arrive at conversations with full context.

05 Can Sara handle claims first notice of loss calls?

Yes. Sara captures claim details, policy number, and incident date, then routes to your claims team or carrier directly. We configure the escalation protocol during setup.