If your insurance agency is manually dialing phone numbers to place outbound calls for your lead generation campaigns, you’re wasting time.
By utilizing auto dialing software, insurance agents can increase their call volumes, engage with more leads, and manage their communication efforts effectively. Ultimately, this leads to improved sales and customer satisfaction.
Let’s take a deeper look at how an auto dialer for insurance agents can boost productivity throughout the day. Then, we’ll offer our suggestion for the best auto dialer for insurance agents (yes, it’s free to start using today!)
- How an Insurance Dialer Can Increase Productivity
- Free Auto Dialer Software for Insurance Agents
- Get Started With an Auto Dialer Today
How an Insurance Dialer Can Increase Productivity
Let’s walk through an example of how an insurance agent, let’s call her Sarah, would use an auto dialer in her day-to-day activities:
Morning Routine:
- Lead Generation: Sarah begins her day by logging into the insurance agency’s system, which is integrated with an auto dialer. The auto dialer is connected to the agency’s lead database.
- Setting Up Campaign: Sarah sets up an automated calling campaign for the day. She selects a list of warm leads that have expressed interest in a particular insurance product, such as life insurance, from the database.
- Call Scripting: Sarah accesses the call scripting feature in the auto dialer. She has already created a personalized script that she uses to introduce herself, explain the benefits of the life insurance product, and address common questions or concerns.
- Starting the Campaign: Once the campaign is set up, Sarah starts the auto dialer. The software automatically starts dialing each lead’s phone number in the list one by one.
During the Calling Campaign:
- Auto Dialing and Call Handling: As the auto dialer dials each lead, Sarah’s screen displays relevant information about the lead, such as their name, contact details, and any previous interactions with the agency. When a call connects, Sarah listens to the prospect’s response and follows the call script accordingly.
- Call Outcome Logging: After each call, Sarah selects the appropriate call outcome from a drop-down menu in the auto dialer. She categorizes the call as “Interested,” “Not Interested,” “Callback Scheduled,” or “Left Voicemail,” among other options.
- Automated Voicemail: If the call goes to voicemail, Sarah uses the auto dialer’s voicemail drop feature to leave a pre-recorded message. This saves time and ensures consistent messaging in her voicemail follow-ups.
- Scheduling Follow-ups: If a prospect expresses interest but wants more time to consider the insurance offer, Sarah uses the auto dialer to schedule a follow-up call for a specific date and time.
After the Calling Campaign:
- Analyzing Campaign Performance: Once the campaign is complete or during breaks, Sarah reviews the call analytics provided by the auto dialer. She assesses the success rate, call duration, and the overall campaign’s performance.
- Managing Callbacks and Follow-ups: The auto dialer helps Sarah stay organized by providing reminders for scheduled callbacks and follow-ups. It ensures she doesn’t miss any important engagements.
By using an auto dialer, Sarah can efficiently manage her calling campaigns, reach out to more leads in less time, and maintain a high level of consistency in her communication.
Tasks like dialing numbers, looking up contact information, and analyzing call outcomes can be automated with a power dialer. This automated approach allows reps in the insurance industry to focus on building relationships with clients and improving their sales performance.
Free Auto Dialer Software for Insurance Agents
Our choice for an insurance agency dialer is Kixie PowerCall. Kixie’s multi-line auto dialer for high performance sales teams can help insurance agents increase their daily productivity.
Kixie is a cloud-based sales dialer and communication platform designed to help sales professionals, including insurance agents, save time and increase their productivity. Here’s how Kixie can specifically benefit insurance agents:
- Automated Dialing: With Kixie, insurance agents can automate the dialing process. They can upload a list of leads or contacts, and the dialer will automatically dial each number one after the other. This eliminates the need for agents to manually dial each phone number, saving them valuable time and effort.
- Click-to-Call: Kixie offers a convenient click-to-call feature. Agents can simply click on a contact’s phone number within their CRM or contact list, and Kixie will automatically initiate the call. This streamlines the calling process and eliminates the need to switch between applications or manually enter phone numbers.
- Local Presence: Kixie provides a local presence feature that calls with a real, local phone number to the prospects being called. When insurance agents make outbound calls using local presence, it increases the likelihood of prospects answering the call, as they are more likely to pick up a local number.
- Voicemail Drop: When a call goes to voicemail, Kixie offers a voicemail drop feature that allows agents to leave pre-recorded voicemail messages with a single click. This ensures consistent and effective voicemail follow-ups without wasting time recording the same message repeatedly.
- CRM Integration: Kixie seamlessly integrates with popular Customer Relationship Management (CRM) systems, such as Salesforce, HubSpot, Zoho, and more. This integration enables agents to make calls directly from their CRM interface, automatically log call activities, and access customer information during calls without toggling between multiple tools.
- Call Dispositioning and Follow-ups: After each call, agents can use Kixie’s call dispositioning feature to categorize the outcome (e.g., “Interested,” “Not Interested,” “Follow-up Required”). This helps agents prioritize follow-ups and manage their leads more efficiently.
Get Started With an Auto Dialer Today
In addition to the features above, Kixie also offers highly rated U.S. based customer support, flexible billing options, and a 7-day free trial (no credit card required).
What’s more, our dedicated team of sales and customer support agents are here to help you find the best solution for your insurance agency. We can create custom sales automation workflows, build out custom integrations for niche CRMs, and more to help you succeed.
Get started today with a free trial of Kixie’s auto dialer for insurance agents, or schedule a demo to get a 1-1 walkthrough of the software with one of our knowledgeable team members.
