Easy Caller ID Management for Insurance Companies

Local Caller ID numbers have expanded well beyond the large outbound telemarketing campaigns QVD originally built the service for — insurance companies and their agents are a great example. Independent insurance agents often ask how Caller ID management can help increase their answer rate with current customers and prospects.

The situation

An insurance agent licensed in multiple states can grow their business across those states, but contact rates often drop sharply when calling into states outside their home area code — an unfamiliar area code on the display simply doesn't get answered.

The solution

The Compliance Phone lets an agent change their outgoing Caller ID number to match the state they're calling into, as they move through their call list. A web portal shows every local Caller ID number assigned to the account; selecting a different number from a dropdown (say, a Chicago number before calling into Chicago) updates the outgoing display within seconds.

Every number is programmed to ring back to the agent's desk when a prospect or client calls back, and each one carries a stored display name — "ABC Insurance" or the agent's own name. Each Compliance Phone includes unlimited calling within the contiguous USA, an assigned number, voicemail, call transfer and conferencing, customizable Caller ID display, and web-based reporting, with premium options for call recording and DNC screening across federal, state, in-house, and wireless number lists.

Scaling beyond a single phone

For larger insurance telemarketing operations using a dialer, QVD can assign DIDs at scale the same way it does for large call center outbound campaigns — the underlying Caller ID management strategy is the same, just sized to the program.