What we call for
All five run on contacts your agency already owns. Every one of them is billed the same way: on an appointment that was attended.
Billed on a held appointment
The dead asset
Policyholders whose X-date is approaching and whose CSR won't get to them
What the call does
Reaches them before the date, confirms they're staying, books a review with the producer for the ones who aren't
Billed on a held appointment
The dead asset
Quotes you produced and never bound — work already paid for
What the call does
Re-opens the conversation, finds out where they landed, books the ones still in play
Billed on a held appointment
The dead asset
Clients who lapsed or moved to another agency
What the call does
Checks whether their situation changed, and books a fresh conversation where it did
Billed on a held appointment
The dead asset
New inbound web inquiries going cold within the hour
What the call does
Calls back within minutes of the form submission, while intent is still live
Billed on a held appointment
The dead asset
Monoline clients who should be multiline
What the call does
Checks in on what else they're carrying and books the producer to review it
Most agencies start with one motion on one segment of the book, prove it, then add the next. The First-Call Advantage is usually the highest-converting of the five because you're calling someone who contacted you minutes ago — it runs on the same setup, so it's normally added to an existing campaign rather than bought alone.
The calling agent does not discuss coverage, plan features or pricing. It identifies itself and your agency, confirms it's reaching the right policyholder, notes the reason for the call, and offers a time to speak with your licensed producer. Our fee is never contingent on a policy being sold. Every advice, quoting and coverage conversation happens with your licensed producer, exactly as it does today.
ARRIVES BY EMAIL — A FEW MINUTES
Leave your email and your agency's website. We'll build an agent on your own book — your lines, your coverage areas, your market — and send you a link. Call it, and it'll run a mock renewal conversation the way it would with one of your clients.
It takes us a few minutes to build. There's no cost, and no obligation to do anything with it afterwards.
We read your public website to configure it — nothing else. We'll email you the link and one follow-up, and that's the extent of it.
Twenty minutes is normally enough to work out where the largest unworked segment sits.