Industries/Insurance Agencies

Never Lose a Policy to an Agent Who Answered Faster

CallFrame routes by policy type, separates claims from quotes, and captures detailed asset information — so every caller gets immediate attention even when your agents are in meetings.

The Problem

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In Client Meetings All Day

Your agents are in back-to-back client consultations — policy reviews, claim discussions, and new business presentations. Each meeting lasts 30-60 minutes, and during that time, new quote requests and service calls pile up unanswered. Every missed quote call is a policy that goes to another agency.

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Quote Requests Need Detailed Information

A proper insurance quote requires specific details — vehicle VINs, property addresses, coverage history, driver ages, business revenue. If your initial intake doesn't capture these details, your agents waste hours playing phone tag to collect information they need for rating.

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Claims Need Urgency Triage

A fender bender needs claim filing. A house fire needs immediate emergency response coordination. A liability incident needs legal guidance. Lumping all claims into the same callback queue means a homeowner with a flooded basement waits behind a windshield chip report.

How CallFrame Handles It

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Policy Type Routing

Routes calls by line of business — auto, home, life, commercial, health — to the agent who specializes in that product. No more transferring between three people before reaching the right one.

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Claim vs New Quote Classification

Instantly separates claim calls from new business inquiries. Claims get urgency-triaged and routed to your claims team. Quotes get full intake and routed to your producers.

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Coverage Detail & Asset Capture

Captures VINs, property details, driver information, business revenue, and current coverage levels. Your agents get a quote-ready file instead of a callback request with no details.

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Renewal & Policy Change Scheduling

Books policy review appointments for renewals, handles endorsement requests with change details captured, and schedules annual reviews to retain existing clients.

45

Average calls per week handled

58%

Conversion rate to bookings

$1,200

Average job value

Ready to Capture Every Insurance Lead and Claim?

Stop losing insurance agencies jobs to voicemail. CallFrame answers every call in 3 seconds.

Call Now — (213) 715-4096

Answers in under 3 seconds. Every time.