Insurance Agencies
Every client call documented. Every follow-up done.
For agencies and marketing organizations: capture client and carrier calls, create the notes and tasks, keep the CRM current, and coach agents with real conversations.
SOC 2 Type 2 · No credit card
Which renewals mentioned price as a reason to leave?
38 renewal calls; 11 mentioned price.
Most price concerns came up on auto and home bundles. Four clients said they already had a lower quote from another carrier.
Price mentions by line
From the calls
“My premium went up again and I got a cheaper quote online.” · Client (Sam Example), Tue 10:42
“If you can't match it, I'll probably switch at renewal.” · Client (Pat Sample), Thu 15:08
The calls your team handles every day
New-client consultations
"We just bought a house and need home and auto together."
Details from the first call live only in the agent's head, and the quote goes out late.
Policy reviews & renewals
"Why did my premium go up this year?"
Price concerns aren't recorded, so nobody sees the client leaving until it's too late.
Carrier and underwriting calls
"Underwriting needs the roof inspection before they bind."
What the carrier asked for gets lost between the call and the client file.
Claims questions
"I filed the claim last week. When will the adjuster call me?"
Promised callbacks slip, and the client calls back upset.
Cross-sell conversations
"We're thinking about life insurance now that the baby's here."
The opening is mentioned once and never followed up.
What ActiveLens does with every call
Capture
Client, carrier and underwriting calls are recorded from your phone system, softphone or desk phone, and meetings from Zoom, Teams or Google Meet.
Understand
Each call gets a transcript and a summary: the policy discussed, what the client asked for, objections, and what was promised.
Act
Tasks go to the Active Board with an owner, follow-up emails are drafted, and CRM updates are proposed for the agent to approve.
How capture works: phone calls · meetings
Ask anything about your agency
Plain-language questions across every call and meeting, answered with the calls behind them. See Active Insights
“Which clients asked about a policy change this month?”
A list of clients, the change they asked for and the call it came up on.
“Which renewals mentioned price as a reason to leave?”
Renewal calls where price came up, grouped by line, with the client's own words.
“What objections come up most on annuity calls?”
The objections ranked by how often they come up, with example calls for each.
“Which agents promised illustrations that weren't sent?”
Promises made on calls with no matching follow-up, by agent.
“Which calls need a compliance review?”
Calls flagged for moments like suitability or disclosure questions, ready to review.
“What did we discuss with the Harris account last time?”
A short summary of the last call, open items and who owns them.
For managers
See the whole operation, not one call at a time
See what's happening across agents and lines of business without listening to calls one by one.
- Right now
- Calls today by agent, open follow-ups, and promised quotes or illustrations still waiting.
- What stands out
- Renewals where clients mention price or a competing quote, and calls flagged for compliance review.
- Against your targets
- Follow-up rates, renewals kept and cross-sell conversations per agent, against the goals you set.
Works with the tools you already use
Don't see yours? We build integrations to your systems free. All integrations
Security & compliance
How we protect your data- SOC 2 Type 2 examination completed
- Record-retention controls
- Audit log export
- You're responsible for telling callers they're recorded and getting consent where the law requires it.
Questions
Do our agents need to change how they work?
No. Calls are captured from your phone system, softphone or desk phone. Agents keep using the tools they use today.
Can it update our CRM?
Yes. ActiveLens proposes updates in Salesforce after each call, and the agent approves them. HubSpot and Monday.com are supported too.
Does it work for carrier and underwriting calls too?
Yes. Any call made from a connected phone or the computer is captured, along with meetings on Zoom, Teams and Google Meet.
Who can see recordings and notes?
Only the people you give access to, per user and per team. You can export the audit log and set how long records are kept.
Do we have to tell clients they're being recorded?
You're responsible for telling callers they're recorded and getting consent where the law requires it.
How fast can we start, and what does it cost?
Connect your phone system in minutes and import the last 30 days of calls. Pricing is per user; see the pricing page.
Import your last 30 days of calls and see what you've been missing.
No credit card. See pricing