Insurance Agents & Agencies
How Call Vivi Supports Insurance Agents & Brokerages
Never Miss a Lead Again. Every Call Answered, Every Time
In a competitive industry, speed matters. Vivi ensures that every potential client inquiry is answered instantly. No missed calls means every opportunity to connect with a new customer is yours. Vivi also captures lead information and routes high-priority calls so you can focus on closing deals.
Automated Quotes & Appointment Scheduling
Vivi helps streamline your workflow by automating quote requests and booking client consultations directly into your calendar. She follows your custom rules for scheduling, saving you valuable time while improving the client experience.
Streamlined Claims & Policy Support
Vivi manages common client requests like policy updates, claims status checks, and coverage questions. She directs inquiries to the right person or department, ensuring faster responses and happier clients.
Personalized Customer Experience
With customizable scripts and a natural conversational tone, Vivi sounds like part of your team. She provides clients with a professional, consistent, and friendly experience that reflects your brand values.
HIPAA & Privacy-Compliant Messaging
Vivi is designed to handle sensitive client data securely. Her HIPAA and privacy-compliant call handling and messaging ensure that client information is always protected.
Lower Overhead, Higher Productivity
Vivi acts as your 24/7 virtual assistant, reducing staffing costs while increasing responsiveness. She frees you and your team to focus on selling policies, supporting clients, and growing your business.
Your business is highly competitive. Don’t let potential customers go to the next agent who answers the phone. Let Vivi handle your calls and keep your business growing.
