The renewal call your clients actually pick up.
Appointment confirmations, renewal reminders, and open-enrollment alerts - delivered in a voice clients trust, from your agency's verified number. Callers who press 1 connect straight to a licensed agent. Pay only for the minutes you use - no setup fees, no monthly fees, no contracts.
Questions about client calling? Talk to a real person: (800) 848-8621 x 360
16M+
Calls Per Day Capacity
2003
Established - Same Management Since
99%
Answering Machine Detection Accuracy
0.7¢
Per Minute - As Low As
Why Agencies Choose Us
Deadlines don't wait, and neither do lapses
A missed renewal is a lost client and lost commission. A missed appointment is a wasted slot. A voice call protects both - everything below is included with our service.
Voice Gets Answered When the Deadline Is Real
Enrollment windows and renewal dates don't wait for anyone to check their inbox. A ringing phone conveys "this matters now" - which is exactly the message a deadline deserves.
Press-1 Straight to Your Agents
Clients who press 1 connect straight to your licensed agents - with no per-transfer fees. Screen-pop details appear instantly, and e-mailed respondent information means every lead is followed up the same day.
Your Agency's Verified Number
Insurance-related spam calls are rampant - which makes a verified, STIR/SHAKEN-attested caller ID essential. Your calls show as your agency, not "Spam Likely," so clients trust the ring.
Appointments That Get Kept
Confirmation calls dramatically cut no-shows - the day before, or morning-of, with press-1 to reschedule. Your calendar stays full and your clients stay covered.
PerfectDelivery™ Voicemail Delivery
When clients can't pick up, our 99%-accurate answering-machine detection waits for the beep and delivers your complete message - policy number, deadline, callback number, every time.
A Dedicated Account Manager
One point of contact who knows your book of business, U.S.-based support, and emergency after-hours availability - because enrollment season doesn't respect business hours.
How Agencies Use It
From the first appointment to the renewal date
Appointment Confirmations
Day-before and morning-of confirmation calls with press-1 to reschedule - the single easiest way to stop no-shows from draining your calendar.
Policy Renewal Reminders
A reminder in the week before renewal - with press-1 to your agent - keeps clients covered and keeps their business from lapsing to a competitor's mailbox drop.
Open Enrollment Deadline Alerts
Enrollment windows close on the calendar date, whether or not your clients remembered. Deadline-week calls - routed by plan type and cohort - recover the procrastinators every year.
Premium Due Reminders
A courteous heads-up before a premium is due prevents accidental lapses - and the reinstatement headaches that follow. (See Payment Reminders & A/R for past-due programs.)
Claim Follow-Ups & Document Requests
"We still need your signed form" moves claims along faster by voice - with press-1 to the assigned agent for questions on the spot.
Client Events & Appreciation
Seminar invitations, client appreciation events, and community workshops - invite the whole book at once and let them press 1 to reserve a seat.
The Renewal-Window Test
Can your current client outreach…
…do everything on this list in the two weeks before a deadline? All of this - and much more - is included with our service. No add-ons. No surprises.
See the complete list in our Features section- Reach your entire book - or a segment by policy type or renewal date - in a single afternoon?
- Let clients press 1 to reach a licensed agent - with no per-transfer fees?
- Display your agency's verified number with STIR/SHAKEN attestation - so the call shows as you, not "Spam Likely"?
- Deliver the complete message on voicemail - deadline, callback number, and all - with 99% accuracy?
- Pause dialing when every agent is on a call - and resume automatically as they hang up?
- Scrub wireless and Do-Not-Call lists - free, on any campaign, whenever you wish?
- E-mail you every respondent's details instantly - so enrollment-week leads are called back within the hour?
- Show results by the second - by area code, hour, and day - so you re-run where response is hottest?
- Run each campaign only during the hours you select - fully scheduled start and stop times?
- Charge only for the minutes you use - no setup fees, no monthly fees, no contracts?
Getting Started
Your first client campaign, in five steps
Most agencies are live the same day. Your dedicated account manager walks you through every step - see Best Practices for the full methodology.
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1
Record With a Voice Clients Know
Record by phone or upload an MP3/WAV, and change it at any time. Have the agency principal or a familiar team member record it - clients respond to voices they recognize.
Insider tip
The most successful messages are spoken in a conversational voice - not a professional "announcer's voice." A natural, unhurried read from someone at your agency consistently outperforms polished production. Familiarity is trust.
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2
Segment Your Book
Upload the list you want to reach - our system processes over 85 phone-number formats and de-duplicates automatically. Renewal cohorts, plan types, appointment days: call exactly the group that needs hearing from you.
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3
Schedule Your Calling Windows
Fully schedule your campaign to go out only during the hours you select - morning-of confirmations, deadline-week reminders. The campaign runs until your full list has been exhausted, our platform will then stop and await further instructions. Change anything in real time, 24/7, from the web-based campaign manager.
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4
Connect & Capture
Press-1 respondents transfer straight to your licensed agents with screen-pop details and instant e-mail capture. Dialing pauses automatically when every line is busy - no client waits on hold.
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5
Analyze & Re-Target
Which area codes answered most? Which hours? What share pressed 1, and how long did those conversations last? Review the answers, then re-run your message where response runs hottest - before the window closes.
Included Tools & Support
The tools professional agencies run on.
Every tool below is part of the service at no additional cost - built for agencies that treat client communication like the professional discipline it is.
Wireless & DNC Scrubbing
Free wireless and Do-Not-Call scrubbing is available on every campaign - run it whenever you wish. It's always your option, and it's always free.
Verified Caller-ID & STIR/SHAKEN
Your calls display your authorized, verified number with full attestation - critical in an industry plagued by impersonation scams.
Scheduled Calling Windows
Your campaign can be fully scheduled to go out only during the hours you select - inside the professional boundaries your clients expect.
Call Recording & Storage
Every transferred call is recorded for QA and training. Recordings stay on the platform for 7 days, with offsite nightly FTP delivery available when you need long-term storage.
One saved renewal pays for the whole year.
A 45-second message to 100,000 phone numbers costs about $700 at our lowest rate of 7/10ths of a penny per minute - and you could place up to 125,000 calls for $875, depending on your message length and delivery options. Backed by our Low Cost Guarantee - retention has never been this inexpensive.
Related Solutions
Agencies rarely stop at reminders
The same account, the same rates, and the same features serve the whole money side of your practice - see everyone we serve.
Payment Reminders & A/R
Premium and invoice reminders that recover revenue while protecting the client relationship.
Learn moreCustomer Reminders & Announcements
Appointment reminders and service notices that cut no-shows across the whole client calendar.
Learn moreBusinesses of Every Kind
Staff announcements and client updates - one account serves the whole agency, not just the client list.
Learn more"Your services were highly effective, professional and reliable. I have already recommended your company's services to other friends."
Jimmy Delshad - Beverly Hills Mayor
Business & financial clients on file: Ameriplan USA · Capital Stack LLC
Read more testimonialsCommon Questions
What agencies ask us
Do clients really answer automated calls from an agency?
Yes - when the call shows your agency's verified number and carries a familiar voice about something they care about (an appointment, a deadline, a renewal). A ringing phone conveys "this matters now" in a way an inbox never does, and press-1 routing turns attention into action.
Can clients call us back on the number we dial from?
Yes - every call displays your agency's authorized, verified number with full STIR/SHAKEN attestation, protecting answer rates and your agency's name. Clients who press 1 transfer straight to the destination you choose with no per-transfer fees, screen-pop details, and instant e-mail capture.
Can callers connect straight to our agents?
Yes - press-1 transfers connect to your phones with no per-transfer fees, screen-pop details appear in your browser, respondent information is e-mailed instantly, and dialing pauses automatically when every line is busy.
How fast can we launch an enrollment-season campaign?
Create an account, upload your cohort list, record your message, and schedule your calling windows - most agencies are live the same day, with a dedicated account manager walking your team through every step.
What does it cost?
You pay only for the minutes you use. A 45-second message to 100,000 phone numbers costs about $700 at our lowest rate of 7/10ths of a penny per minute - and you could place up to 125,000 calls for $875, depending on your message length and delivery options. No setup fees, no monthly fees, no contracts, and our Low Cost Guarantee means no competitor beats our price for comparable service.
Reach every client before the deadline does.
Create an account, upload your list, and be calling before tomorrow's appointments arrive.