This service involves facilitating assisted phone transfers directly to your brokers from a consumer seeking a quote for insurance products or leads generated directly from your ecosystem.

The direct call transfer service is a tailored business development tool. It entails receiving real-time phone transfers from potential consumers. Interested customers are contacted by our proprietary warm up process. We transfer the warm call to our partner to finalize the sale.

All leads your business receives via the internet, email, or other platforms will be handled with proprietary Multiply Warm Up Process, and only sell-able inquiries will be directly transferred to your brokers or sales team via assisted phone calls to present opportunist and set up the closing call for success.

The inbound call reception service is ideal for businesses experiencing a high volume of unanswered calls or difficulty converting calls to sales. It's also an excellent option for providing service outside regular hours, during busier periods, team meetings, vacations, or to supplement a shortage of staff.

This service is fully tailored to meet the firm's needs based on existing internal procedures. It significantly boosts a firm's productivity by effectively managing call-back priorities and increasing funnel conversion.

Our courtesy call service for new customer acquisitions is essential for managing churn with financial products.

We've unequivocally demonstrated that courtesy calls during the acquisition of new clientele significantly boost customer retention. Additionally, clients express feeling valued, which strengthens their sense of belonging.

These courtesy calls quickly prove profitable through cross-sales and portfolio supplements. We can even utilize them to suggest special offers and exclusive content for your client.