Renewal dates to track
Missed renewals mean lost clients.
Renewals and policy enquiries
Insurance agents use Dialsyx to call clients before renewal, follow up on quotes and keep a record of every conversation.
The challenge
What gets in the way for insurance agencies.
Quotes to follow up
Prospects need a call while the quote is fresh.
Many clients
Notes on each client are scattered.
How Dialsyx helps
Real screens from the Dialsyx dialer.
Call before every renewal
Schedule a follow-up for each renewal date.
- Schedule callbacks by date, time and reason
- A queue that shows who to call next
- Add one from a contact or a call
Keep client notes
Policy notes and history live on each contact.
- Import up to 5,000 contacts from CSV or Excel
- Notes, tags and custom fields
- Do Not Call marking
Track quotes
Move prospects from quote to policy on your board.
- Drag contacts across your own pipeline stages
- Tags, company and deal value on every contact
- Full call and note history in one place
A typical day
- Add your clientsImport your client list.
- Schedule renewal callsCreate follow-ups with dates.
- Call and noteRecord the conversation on the contact.
- Move the quoteTrack the prospect on the CRM board.
Call outcomes you can track
After every call, tag how it went with one tap. Outcomes keep your pipeline and reports accurate.
- Interested
- Follow-up Required
- Callback Requested
- Converted
- and more
What it costs
An example, based on how teams like yours usually set up.
Suggested setup
3 users with Recording
USA and Canada team pricing applies from 3 users. Example in US dollars; other countries have their own prices. Add or remove users and add-ons any time.
- Unlimited calling inside your plan’s countries, subject to our Fair Usage Policy
- Full dialer, CRM, follow-ups and call logs for every user
- A business number for each agent
Included for every user
- Call scripts
- Dashboard and call logs
- Contacts import up to 5,000
- Do Not Call marking
- Search everything
- Floating phone
- Live captions
Questions
Can I record client calls?
Recording is optional and off unless you switch it on. Follow the rules that apply to you, tell the client at the start of the call and get consent where required.
Can I add custom fields such as policy type?
Yes. Custom fields can be text, number, date or dropdown, and they show on every contact.
Do I need to buy any hardware?
No. Use a computer with Chrome or Edge. There are no desk phones, wiring or site visit.
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From the Dialsyx blog
Guides that go with this page.
What is a business phone system? A plain guide for small teamsA business phone system gives your team shared numbers, call routing and records. Here is how modern cloud systems work and what to look for.2 min read
A simple lead follow-up system in seven stepsMost leads are lost between the first call and the second. Use this seven-step system to follow up on time and keep every lead moving.2 min read
Call scripts that work: five templates you can adaptA good call script is an outline, not a speech. Use these five templates for sales, follow-up, support and appointments, then make them your own.2 min read