Invoca for Insurance Providers

Industry-leading call tracking

Invoca's call tracking for the insurance industry captures the caller’s information and the marketing channel, ad, keyword search term, website interaction, and other sources that drive each call. Make automated, in-the-moment optimizations to your campaigns to reduce wasted spend and ensure that every last cent of your media budget delivers measurable results for all of your lines of business, insurance agents, and locations.

The AI messaging agent that turns conversations into customers

Meet the first two-way SMS AI messaging agent that connects the full buyer journey to turn conversations into new policies. Engage shoppers instantly to request quotes, compare coverage, or connect with licensed agents around the clock. Keep high-intent leads engaged when your agents are busy or the contact center is closed, and tie every chat, phone conversation, and digital interaction to marketing sources and conversions for full ROI visibility.

Efficient dynamic call routing

Invoca makes it simple for multi-location insurance businesses to route calls to the right location every time. Dynamic routing enables you to automatically detect the location, line of business, product interest, and more to route calls to the appropriate agent or the correct location or call center immediately, without the caller needing to use keypress options. Dynamic routing can even be set up to use more than one factor, like product interest and location, to route the caller to the right agent for the best possible experience.

Simple IVR setup

Easily build your own custom IVRs to allow inbound callers to select how they should be routed. Businesses with multiple locations can automatically route calls to the best agent or regional location and include a different customized caller experience for each one. And when your customer’s needs change, you add locations or services or change hours, you can easily make changes to the IVR yourself.

Automated call scoring and quality assurance

Spend less time spotting call handling issues and more time solving them with automated call scoring and QA. Harness Invoca's AI to automatically analyze 100% of the sales calls each location receives and quickly identify interactions that need review and sales agents that need coaching. You can monitor how every salesperson and location is performing, get alerts when call handling issues occur, and quickly dive into specific calls for review without waiting because call recordings, transcripts, and call scores are available immediately after calls end.

Security and compliance without compromise

Businesses across property & casualty insurance, life insurance, and health insurance trust Invoca's call tracking for the insurance industry because of our commitment to data security, privacy, and compliance.

• HIPAA, SOC 2 Type 2, and GDPR compliant.
• PCI DSS Certified, Privacy Shield, and TRUSTe certified.
• Supports two-factor authentication and SAML.
• Controls for call recording, data redaction, and data access.