For those who Use Dialers, what Are the Most Useful Features for You?

[LanceEVS]

Saving time and not having to dial by hand is a given, but what about the dialer you use really helps you from an insurance perspective and why?

Is it CRM type features for managing leads?
Ability to leave quick voicemails?
Monitoring agents (if you don't work alone)?

Are there any customizations or features you could think of that would make your life as an insurance rep easier?

 

[EugeneM]

built in Crm features to keep track of leads/follow ups. automatically set follow ups 90-120 before renewals on prospects. For Insurance prospecting - timing is key.

Localized dnc list is nice but hard to find on single user dialers, normally programs for multiple seats have built in DNC Scrubbing. Helps keep track and prevents multiple dials to the same prospect.

Automatic email notifications when appointments/leads are set in template format to any email desired. Pulls data for the email notification from specified fields. Automatic distribution of leads based on rules.

Integration with agency management systems/ crm

 

[LanceEVS]

built in Crm features to keep track of leads/follow ups. automatically set follow ups 90-120 before renewals on prospects. For Insurance prospecting - timing is key.

Localized dnc list is nice but hard to find on single user dialers, normally programs for multiple seats have built in DNC Scrubbing. Helps keep track and prevents multiple dials to the same prospect.

Automatic email notifications when appointments/leads are set in template format to any email desired. Pulls data for the email notification from specified fields. Automatic distribution of leads based on rules.

Integration with agency management systems/ crm

Thanks for your comments. I can definitely see how that would be helpful to be able to pull info directly into the emails. What kind of rules would you set up for automatic distribution of leads?

 

[EugeneM]

once a caller gets a lead an "appointment sheet" is created using the data from the appropriate fields. Template varies depending on your product. For commercial it can be business name, contact, address, renewal month, current carrier, years with broker etc... this appointment sheet get passed around.

It is then sent to an admin/office manager/QA department to check for errors.

Then its distributed to the appropriate agent regarding location - line of business - industry. So its all about your workflow chart.

The key is to keep the record/email track-able and transparent without errors or variations when its passed to the next lvl.

Rules would be:

Lead/appointment disposition --->leadsheet created--->QA--->based on Criteria send to agent a, b, c, etc--->update disposition to "sent to agent"...

The EASIEST WAY to do this is have client using your dialer customize it. Let them set up emails and have some rule options such as field includes blank industry or blank number of employees, send lead sheet to blank email.

criteria is generally location and size based, can be more intricate such as industry, lead source etc...

Having the history of the record puts real accountability in place. You will know exactly when and who if the ball is dropped.

 

[questone]

Does anyone know of a dialer that has a call transfer feature available? The others I have looked at are limited by the capability of your phone.

Thanks

 

[LanceEVS]

Does anyone know of a dialer that has a call transfer feature available? The others I have looked at are limited by the capability of your phone.

Thanks

I think there are quite a few that have it, but I can personally speak for the Dolphin Dialer which includes call transferring and conferencing.

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once a caller gets a lead an "appointment sheet" is created using the data from the appropriate fields. Template varies depending on your product. For commercial it can be business name, contact, address, renewal month, current carrier, years with broker etc... this appointment sheet get passed around.

It is then sent to an admin/office manager/QA department to check for errors.

Then its distributed to the appropriate agent regarding location - line of business - industry. So its all about your workflow chart.

The key is to keep the record/email track-able and transparent without errors or variations when its passed to the next lvl.

Rules would be:

Lead/appointment disposition --->leadsheet created--->QA--->based on Criteria send to agent a, b, c, etc--->update disposition to "sent to agent"...

The EASIEST WAY to do this is have client using your dialer customize it. Let them set up emails and have some rule options such as field includes blank industry or blank number of employees, send lead sheet to blank email.

criteria is generally location and size based, can be more intricate such as industry, lead source etc...

Having the history of the record puts real accountability in place. You will know exactly when and who if the ball is dropped.

That definitely sounds pretty complex but I can understand how useful it would be, like a robust CRM with a lot of customization. Do you know any dialers that current have that level of customization?

 

[EugeneM]

Oracles Five9 Predictive Dialer is the only one I know that is capable in this capacity.