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Built for independent agencies & brokers
Someone's shopping coverage and they're calling three agencies. Whoever answers wins the policy — and the renewals behind it. SimpleCX answers every caller, sends new business to a producer, service to your CSRs, and claims to the right hands.
Every missed call is a customer who called someone else.
The problem
Prospects rate-shop by phone, and they don't leave a voicemail. When your line is busy or after hours, that quote — and every renewal that would have followed it — goes to the agency that picked up.
What should happen instead
Tell SimpleCX what should happen when a prospect calls for a quote, or a policyholder calls to report a claim. It designs exactly that — no phone tree to build.
Even after hours, a prospect shopping coverage is greeted, captured and followed up — so the quote is yours, not the next agency's.
A quote reaches a producer, a policy change reaches your CSRs, a claim reaches the right desk — sorted before anyone picks up.
The calls you need on record are recorded and kept, searchable when you need them — with encryption in transit and at rest.
The gist of the conversation, the topic, and the caller's mood — written up so a producer follows up already knowing the story.
Follow-ups and callbacks are captured and scheduled, so a renewal conversation doesn't slip because everyone was on another line.
"How many new-quote calls did we get this week?" Ask in plain words and see the picture from your own account.
How it works
"Independent P&C agency, two producers, three CSRs — we miss quote calls at lunch and after five." Done.
New-business routing, claims handling, recording and follow-ups — laid out for you to approve before anything goes live.
Prospects reach a producer, service reaches your CSRs, claims reach the right desk — around the clock.
"What did we miss last month?" — answered from your own account, with a chart.
Questions
Yes. You describe the desks you have — producers, CSRs, claims — and SimpleCX sorts each caller to the right one before a human picks up. A prospect never waits behind a billing question, and a claim never lands on a producer's voicemail.
The calls you need on record are recorded and retained, searchable when you need them, encrypted in transit and at rest. You decide what gets recorded when you describe your agency during setup.
It's greeted and captured — with a callback scheduled or the details handed to a producer for first thing — so a prospect shopping coverage at 8pm is still your prospect in the morning.
Every conversation is written up for you — the gist, the topic and the caller's mood — so follow-up is informed and nothing gets re-explained from scratch.
Yes. Many agencies buy through a trusted technology advisor, and SimpleCX works hand in hand with them. See how advisors work with SimpleCX →
Ready when you are
Describe your agency and see your line designed in about five minutes. Free to try, no card, no lock-in.