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PhoneTree
for Insurance Carriers
You've developed state-of-the-art websites, helped customers find agents, managed policies, reported claims, checked claim statuses and so on. But when it comes to finding suspect clients, managing prospects and having your local offices retain their client bases, something is missing... PhoneTree!
PhoneTree for Client Retention
PhoneTree is a customized tool designed to deliver consistent, client-specific, professional-quality messages in your agents' own voices, reducing the administrative burden of reaching out to both clients and prospective clients alike.
PhoneTree messages can include companion emails or text messages, be initiated remotely, and even reach alternative phone numbers if needed.
PhoneTree can add names and telephone numbers, can use existing databases, or can import data from agency management software programs — delivering call status reports automatically on completion.
And finally, PhoneTree messages can be constructed YOUR WAY!
"PhoneTree works well in our agency, allowing us to save countless hours of phone time. We have found it to be invaluable in our retention program. I would recommend it to any agency that values their time and wants consistency. We use this system for our 12 agencies every day." - Mark Vitali, CEO |
All About InsurancePhoneTree Applications
» See how using a PhoneTree automated messaging system in your office can help you save time and money while providing customers an appreciated service. »
Take A Test Drive!
One of the best ways to learn more about what PhoneTree can do for you is to have a demonstration of our products and their features. We offer a variety of presentations, packed with information on how PhoneTree can save you time, effort, and money. These demos cover areas such as:
- Real-time call jobs in action
- Detailed explanation of features
- Step-by-step software operation
- User testimonials
- Sample messages
- Applications of PhoneTree
- Answers to common questions
- And much more!
Just select which option below is right for you, and we'll take it from there, contacting you if necessary to arrange the details.
Chat With a Live Person Now!
Clicking this button will open a separate browser window where you can chat online with a PhoneTree sales representative in real-time, who can answer any other questions you may have as well as direct you to specific areas of interest in the PhoneTree.com website. You can even save a copy of your conversation for future reference.
Note: chat is subject to representative availability — if no representatives are available to chat at the moment (if not during business hours, or if the button displays Status: Offline, or Busy), check again at a later time.
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