Built for Insurance Agencies
Power dialer + renewal tracking + multi-line CRM + AI QA. Built for insurance agents who live on the phone.
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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
Built specifically for Insurance Agencies
Automatic renewal outreach sequences start 120 days before the X-date, with 60- and 30-day follow-ups. Multi-touch: email → voicemail → live call. No renewal falls through the cracks without supervisor review.
Power dialer with local caller ID. Voicemail drop with compliant insurance-specific messages. Progressive and preview modes for high-value conversations.
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.
AI QA scores every call for disclosure compliance, coverage representation accuracy, and required statement delivery. State-specific compliance rules by prospect location.
Losing a quote still captures the incumbent policy’s x-date, so the renewal sequence is scheduled against the date cover actually expires rather than a guess. Lost reasons are structured — price, coverage concern, carrier loyalty — so you can see which objection is costing you business.
Separate power dialer
Generic CRM (Salesforce, HubSpot)
Manual renewal tracking spreadsheets
Third-party QA tools
Replaced by one OPSYNC subscription — contact us for pricing
OPSYNC + ScaleOps BPO
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.
Request access · Onboarding done for you