Insurance
Quote Today. Bind This Week. Renew Next Year.An insurance agency CRM that dials new leads first and follows every quote.
A shared auto or home lead reaches several agencies at once. Adoptiv can start dialing it the moment it lands, puts producers only on live answers, then keeps the quote moving with texts, emails and call tasks, driven by the outcome of each call.
- Live now on Dialer Plus
- Texts on the quote record
- Screening before the dial
How a call moves through it
- A quote lead landsFrom your lead source or web form
- Screened firstDo Not Call, litigators and your lists
- Dialed at onceFrom the number that area answers
- VoicemailDetected before a producer hears itThe shopper answersA producer connects with the record open
- The quote keeps movingTexts, emails and call tasks by outcome
What Goes Wrong Today, and What Changes.
Today
A shared auto or home lead hits four agencies at once. Whoever calls while the shopper is still comparing quotes writes it.
With Adoptiv
Dialing can start the moment the lead lands, voicemail detection puts producers only on live answers, and each call goes out from the number that area is most likely to pick up.
Auto dialerToday
Quoted, not bound, is the biggest file in the agency. One message was left, the quote lapsed, and nobody called again.
With Adoptiv
One call outcome moves the stage, books the callback and starts a sequence of texts, emails and call tasks. The shopper can answer an underwriting question by text, onto the same quote.
Sales follow-upToday
Every policy has an expiry date, and the call must land weeks ahead. Miss a prospect’s X-date and you wait a year.
With Adoptiv
Renewal and X-date tasks sit on the record and drop into a preview dialing list on the day they come due, with the expiring details on screen before the call.
Preview dialingToday
A hailstorm hits and the claims line takes a week of calls in a morning.
With Adoptiv
Queues absorb the surge, and a callback holds each policyholder’s place. Overnight losses go to the on-call group, and calls about an open claim can have their own queue.
CallbacksFrom Lead to Renewal in Three Steps.
Connect Your Lead Sources
Send new leads in by webhook or import, so each one can be dialed the moment it lands.
Set the Follow-Up Once
Map each call outcome to its next step: a stage, a callback, a text, an email or a call task.
Work Renewals on the Day
Renewal and X-date tasks drop into a preview list when they come due, with the policy details on screen.
An Insurance Agency CRM with the Dialer Built In.
An insurance agency CRM keeps every lead, quote, policy and renewal on one record and makes the calls that move them. Adoptiv is that CRM with an insurance dialer and a business phone system built in, so new leads are called fast and no quote is left after one voicemail.
Speed matters because shared leads reach several agencies at once. Adoptiv can start dialing as a lead lands, with voicemail detection putting producers only on live answers. It works as insurance call center software for whole floors, with a predictive dialer for big lists, live on Dialer Plus and Enterprise.
Insurance lead follow-up runs on the call outcome. One code moves the stage, books the callback and starts a sequence of texts, emails and call tasks, and a shopper can answer an underwriting question by text onto the same quote. Insurance renewal calls and X-date tasks drop into a preview dialing list on the day they come due.
Aged insurance leads go back through compliance screening before they are re-released: federal Do Not Call, known litigators and your own lists, with an opt-out removing a number from every campaign. Sending windows keep texts and emails to the hours you set.
An Insurance Dialer and CRM, in One Screen.
For Agencies That Sell and Service by Phone.
An Insurance Agency CRM vs Three Tools and a Calendar.
| What | A CRM, a dialer and a texting app | With Adoptiv |
|---|---|---|
| New quote leads | A CRM, a dialer and a texting app: Called when a producer opens the file | With Adoptiv: Dialed the moment they land |
| Voicemail | A CRM, a dialer and a texting app: Producers listen and leave a message | With Adoptiv: Detected before a producer hears it |
| Quote follow-up | A CRM, a dialer and a texting app: One message, then forgotten | With Adoptiv: Texts, emails and call tasks driven by the outcome |
| Renewals and X-dates | A CRM, a dialer and a texting app: A calendar someone has to check | With Adoptiv: A preview list on the day they come due |
| Aged leads | A CRM, a dialer and a texting app: Re-released and hoped for the best | With Adoptiv: Screened against Do Not Call and your lists first |
| Logins | A CRM, a dialer and a texting app: Three tools | With Adoptiv: One screen in the browser |
The dialer is live on Dialer Plus and Enterprise. There is no agency management system connection yet.
Your Questions, Answered.
What is an insurance agency CRM?
A CRM for agencies that sell and service by phone: leads, quotes, policies and renewals on one record, with calling, texting and follow-up built in. Adoptiv adds an auto dialer, so new leads are called fast.
Does Adoptiv include an insurance dialer?
Yes. Predictive, power and preview dialing with voicemail detection are live on Dialer Plus and Enterprise, with 25 caller ID numbers per rep. Dialer minutes are billed per minute from your prepaid wallet.
What should we know about texting insurance leads?
Texts go from the numbers your producers call on, and replies land on the quote record. Answering a shopper about the quote they asked for is the safest case; marketing texts and shared or aged leads carry consent rules of their own. Adoptiv does not act on STOP replies for you. This is general information, not legal advice; check with your own counsel.
Does Adoptiv connect to my agency management system?
Not yet. There is no built-in connection to agency management systems or raters, so policy and renewal details live in custom fields you import or fill in. Adoptiv does not verify producer licenses or appointments either.
How should we work aged insurance leads?
Run them back through screening first: every number is checked against federal Do Not Call, known litigators and your own lists before it is dialed, and an opt-out takes a number out of every campaign. Screening does not cover state do-not-call registries.
How do insurance renewal calls work in Adoptiv?
Renewal and X-date tasks sit against the policy record and drop into a preview dialing list on the day they come due. The expiring details are on screen before the line rings.
Can claims calls skip the general queue?
Yes. Calls about an open claim can go to their own queue, a callback holds each policyholder’s place during a surge, and overnight losses go to the on-call group.
Does the insurance dialer check calling hours and Do Not Call?
Every number is screened against federal Do Not Call, known litigators and your own lists before it is dialed, and campaigns run inside the calling hours you set. Those are tools, not a promise of compliance. This is general information, not legal advice; check with your own counsel.
Is Adoptiv certified for Medicare sales calls or card payments?
No. Adoptiv makes no certification claim: the SOC 2 audit is in progress, recording cannot be paused for card details, and there is no recording retention setting built for Medicare sales call rules.
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