Industries · Insurance
viciDial for insurance agencies working leads and renewals
Agencies win on contact rate and follow-up discipline. VITI Voice runs a managed viciDial deployment for your producers and CSRs - leads dialed fast, renewals worked systematically, every call recorded.
The problem
Where agency phone operations leak revenue
Internet leads go cold in minutes
Shared leads are sold to several agencies at once. The agent who reaches the prospect first writes the policy; the rest are leaving voicemails.
Producers shouldn't hand-dial
Licensed producers are your most expensive resource. Every hour they spend punching numbers into a phone is an hour they aren't quoting or binding.
Renewals and cross-sell sit untouched
Your book of business is the cheapest list you'll ever dial, but systematic renewal reminders and cross-sell outreach rarely survive a busy week without automation.
Recording requirements keep tightening
Carriers and regulators increasingly expect recorded calls and documented consent - especially for senior-market products. Ad-hoc recording setups create gaps exactly where you can't afford them.
The fix
How managed viciDial answers it
Blended campaigns in one platform
Outbound lead follow-up, renewal reminders, and inbound service calls run side by side. Agents take inbound calls between outbound connects instead of sitting in separate queues.
Dialers work the list, producers work the prospect
Predictive and preview modes hand producers live conversations. Disposition rules push no-answers into redial cycles automatically, so nothing in the list is worked once and forgotten.
Systematic renewal outreach
Load renewal dates as campaign lists and let scheduled dialing and callbacks drive the follow-up calendar. X-date campaigns become a process, not a memory test.
Recording you can actually retrieve
Every call recorded and archived with retention periods you set. When a carrier or regulator asks for a call from last year, it's a search in the admin UI, not a archaeology project.
Compliance note
TCPA-aware, by configuration
Insurance outreach mixes lead sources with very different consent profiles - shared internet leads, referrals, your own book. We configure the dialer to respect those differences: dial modes matched to consent level, DNC list handling, time-zone calling windows, abandonment-rate controls, and consent-aware recording.
Your compliance policy comes from your counsel and your carriers. Our job is to make the dialer's behavior line up with it.
Work your leads and your book from one dialer
Tell us how many producers and CSRs you run and what your call mix looks like. We'll size a deployment and quote it.