Built for Insurance Agencies

OPSYNC for Insurance: AI-Powered Insurance Agency Operations

Power dialer + renewal tracking + multi-line CRM + AI QA. Built for insurance agents who live on the phone.

85%
Improvement in renewal retention rate
2.1x
Quote volume per agent per day
23%
Increase in cross-sell rate
1 week
Average onboarding time

The Problems Insurance Agencies Teams Face Every Day

Sound familiar?

Renewals falling through the cracks because agents are too busy with new sales

No visibility into cross-sell opportunities on existing accounts

Separate dialer, CRM, and QA tools that do not talk to each other

Agents going off-script on coverage disclosures — compliance risk with no oversight

Local presence dialing requiring expensive third-party add-ons

How OPSYNC Solves Them

Built specifically for Insurance Agencies

Renewal Automation

Automatic renewal outreach sequences start 90 days before expiration. Multi-touch: email → voicemail → live call. No renewal falls through the cracks without supervisor review.

Power Dialer with Local Presence

Power dialer with 300+ area codes for local caller ID. Voicemail drop with compliant insurance-specific messages. Progressive and preview modes for high-value conversations.

AI Cross-Sell Intelligence

AI Brain surfaces cross-sell opportunities during active calls. "This client has auto but no home insurance." Displayed in real time on the agent's screen.

Compliance Monitoring

AI QA scores every call for disclosure compliance, coverage representation accuracy, and required statement delivery. State-specific compliance rules by prospect location.

Insurance agencies using OPSYNC report 2x quote volume per agent after switching from manual dialing.

One Platform That Replaces Your Entire Stack

Separate power dialer

Generic CRM (Salesforce, HubSpot)

Manual renewal tracking spreadsheets

Third-party QA tools

Replaced by one OPSYNC subscription — from $197/mo (Starter) or $497/mo (Growth)

OPSYNC + ScaleOps BPO

Don't have a insurance agencies team? We'll provide one.

ScaleOps BPO provides pre-trained, niche-experienced, OPSYNC-certified agents for insurance agencies operations — all based in Kosovo and very close to native English. Launch your campaign in 7 days — no hiring, no training, no headcount overhead.

Kosovo-based, niche-experienced
Very close to native English
Launch in 7 days
Scale weekly, cancel anytime
Full visibility in your OPSYNC

Ready to modernize your Insurance Agencies operations?

Tailored access by request. Onboarding done for you. Full access from day one.

Onboarding done for you
Setup in hours, not months
Cancel any time
Full support included