Insurance · STN 02 — Answer
Missed calls,
un-missed.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. A text goes out before the voicemail beep would have finished. Without it, the call goes to voicemail, no message is left, and the job goes to whoever answers next — and for insurance brokers and authorised representatives, that adds up to $21,600 a year.
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What it is costing now
$21,600
a year for insurance brokers and authorised representatives. Struck through because it is recoverable.
Based on 5 unanswered enquiries a month at $900 average policy value, of which 40% would have converted. Your leak audit uses your numbers, not these.
What changes
A text goes out before the voicemail beep would have finished.
When a call rings out, a text is sent to that number within seconds asking what they need. Most people never leave a voicemail, but almost everyone answers a text. It is the fastest win on the line and usually the one that pays for the whole system in the first month. On the line this sits at station 2, answer — the point where enquiries either turn into policies or quietly stop. Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.
The board — Insurance — answer station
RUNNING- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- WedQuote #212 — landlord coverDay-2 chaseBound
- 06:00Shift summary → principal's phoneReport31 renewals in play
How it runs
What missed-call text-back changes for insurance
01
The call rings out
You are on a job, in a meeting, driving, or closed. Nothing changes about how you work.
02
A text goes out
Within seconds, to that number, apologising for the miss and asking what they need.
03
They reply
The conversation continues by text — which they can do from anywhere, including where they could not take a call.
04
It books or hands over
Straight to a booked slot, or to you with the whole thread if it needs a person.
Straight answers
Missed-call text-back for insurance broking — questions people ask
- Won't people be annoyed by an automated text?
- They called you. A text back in ten seconds reads as attentive, not automated. The version that annoys people is the one that never comes.
- Does this replace our renewal process?
- It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.
- Is automated contact compliant?
- It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.
Same trade
Everything else that runs on a insurance line
Database reactivation
Booked work from people who already know you. No new ad spend.
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Quote follow-up on day 2, 5 and 9
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Same station
Missed-call text-back in other trades
Insurance · Missed-call text-back
Find your leak
in 10 minutes.
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free leak audit · 10 minutes · no login