Quote today, bind this week, renew next year
A shared auto or home lead reaches four agencies at once. Adoptiv dials it while the shopper is still on the comparison site, then keeps the quote moving until it binds or dies, with the text, the email and the next call following the code.
Personal and commercial lines agencies, MGAs and carrier claims teams working the phones.
Live call
Predictive · 2.4:1
- (628) 555-0102vm
- (917) 555-0173
- (415) 555-0148ring
- (312) 555-0190
- (206) 555-0117
Matched to Meridian Freight on the number, before the first ring reached a headset.
- Campaign
- Q3 renewals · list 4 of 6
- Caller ID
- +1 (628) 555-0102 · local presence
- Pacing
- Predictive 2.4:1 · cap 2.9%
- Screened
- Federal DNC · litigator · calling window
- Last call
- 12 days ago · 6m 20s · Interested
- Open deal
- $48,000 · closes Aug 30
Answer, decline or open the record from the bar in the header. Every control for a live call is up there and nowhere else.
Four things that cost you on this kind of floor.
Each answer is a mechanism with its own page, not a promise. Follow any of them if you want to see it working.
A shared auto or home lead hits four agencies at once. Whoever dials while the shopper is still on the comparison site quotes them. The rest leave voicemail.
Auto-enrolment fires the moment the lead lands, so the predictive dialer is working it before the producer has opened the file. Answering-machine detection puts producers only on live answers, dialling from whichever of your numbers that area picks up.
Quoted, not bound is the biggest file in the agency. An underwriting question came back, the producer left one message, the quote lapsed, and nobody dialled it again.
One disposition moves the stage, books the callback and starts a sequence that texts, emails and raises the next call task in order. The shopper answers the underwriting question by text, from the same number the producer rang on, onto the same quote record.
Every account carries an expiry date and the call must land weeks ahead. Miss the window on your own book and you lose it. Miss a prospect's X-date and you wait a year.
Renewal and X-date tasks sit against the policy record and drop into a preview dialling list on the day they mature. The expiring schedule is on screen before the line rings, so the producer opens with the account rather than with a script.
A hailstorm lands and the claims line takes a week of calls in a morning. Unfair claims practice rules run from first notice, and a hold queue does not pause that clock.
Queues absorb the surge and a callback holds each policyholder's place, so they can hang up and still be next in line. Overnight losses go to the out-of-hours group on the rota, and an open claim jumps the general enquiry queue rather than joining it.
An enquiry earns a short relationship, a policy you wrote a longer one, and the aged lead file you are about to re-release has no idea which it is holding.
Screening runs the lists you keep as a step before the dialer places the call, and a suppression list takes a number out of every campaign at once rather than the one it was working. Sending windows hold the email and the text to the hours you set.
Not quite your shape?
Insurance
Run it against a insurance list.
Bring one campaign and one number. We will stand up the parts on this page live, a shared auto or home lead hits four agencies at once. whoever dials while the shopper is still on the comparison site quotes them. the rest leave voicemail included.
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