Outsourced staffing for insurance agencies · Since 2020
Trained staff for your agency, without the hiring.
Dial Xpress recruits, trains and manages full-time team members who follow up on your leads, book appointments and pass qualified prospects to your licensed agents. You run the agency. We handle the staffing.
- Dedicated
- Full-time team members who work for your agency only.
- Trained
- On insurance basics, your products and your process.
- Managed
- We handle hiring, coaching, scheduling and quality checks.
- Reported
- A summary of the day’s activity in your inbox every evening.
Services
The work your agents don’t have time for.
Your team member takes the follow-up off your agents’ plates, so they spend their day quoting and closing.
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New lead follow-up
New leads are contacted quickly and followed up on a set schedule through their first week, so fewer go cold.
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Appointment setting
Interested prospects are booked onto your agents’ calendars with the details your agent needs before the conversation.
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Warm transfers
When a prospect is ready to talk now, they are handed straight to one of your licensed agents.
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Older lead re-engagement
Old quotes and lost leads are worked again to find the people who are ready to talk this time.
How it works
From first conversation to a staffed seat.
You tell us what a qualified prospect looks like. We find, train and manage the person who brings them to you.
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Talk to us
Tell us about your agency, your lead flow and how you want prospects handed to your agents.
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We staff the seat
We recruit a team member for your agency and train them on your products, your script and your process.
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They get to work
Your team member works full business days on your leads, with our managers overseeing them day to day.
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You see the results
Every evening you get a report with the day’s activity, conversations and transfers.
Included with every team member
- Recruiting and hiring
- Training and coaching
- Day-to-day management
- Conversations recorded and spot-checked
- Do-not-call requests honored
- Daily report by email
Who we work with
Agencies with more leads than time.
If leads sit untouched or your agents spend the day chasing voicemails, an extra set of hands frees them up to sell.
- Captive agencies
- Independent agencies
- Life and health agencies
Team size
How many team members do you need?
We plan for one full-time team member for every 25 new leads a business day. That leaves time to follow up on each lead several times and handle callbacks.
A starting point for our conversation, not a quote.
Contact
Tell us about your agency.
Email us and we’ll walk through your lead flow, how many team members make sense and how soon they can start.
- sales@dialxpress.com
- 500 Westover Dr #34224
Sanford, NC 27330