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Insurance & brokingCRM and telephony for insurance and broking
In insurance, a call rarely arrives at a neutral moment: there is a renewal date, a claim or a quote pending. The context has to be on screen before pick-up — not searched for during the conversation.
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Prospecting and call campaigns
Run outbound call campaigns for prospecting and renewals, with automatic call-backs and per-adviser tracking of every chaser.
Case and renewal tracking
Each client has a record holding their policies, renewal dates and exchanges. Schedule chasers ahead of the key dates — renewal, adjustment.
Traceable exchanges
Calls are timestamped and attached to the file, which makes the relationship easier to follow and keeps continuity between advisers.
- Client records with policies and renewal dates
- Call campaigns and automatic call-backs
- Complete history of exchanges
- Reporting by adviser and by campaign
Service and customer relationship
On the service side, the agent sees the file immediately on an inbound call. It runs on our CRM coupled to telephony and, for floors, the call center software.
What is at stake on a broker's phone.
Four situations account for most of the call volume in a brokerage, and each one rewards having the record open before the call is answered.
- The annual renewal — the campaign runs to a fixed date and is won on reachability. Automatic call-backs stop non-answers from slipping away.
- The open quote — a prospect calling back wants to discuss their quote. The record opens with the history and the stage it has reached.
- The claim notification — the caller is rarely in a good mood; waiting time and the number of transfers weigh heavily on how the service is judged.
- Cross-selling — knowing what the client already holds turns a service call into a commercial opening, without having to ask.
What has to stay on the record.
The sector demands a level of proof few others do: what was said, to whom, when. A history reconstructed after the fact is worth nothing.
| What you need to find again | How the platform provides it |
|---|---|
| Who called this client, and when | The call logs itself into the record, with duration and direction |
| What was agreed | Notes attach to the record, not to a local file |
| Where the case stands | The stage is visible during the call, in the pipeline |
| Which chasers were made | Every attempt shows, including unanswered calls |
Prospecting: what changed on 11 August 2026.
- Since 11 August 2026, under French law n° 2025-594 of 30 June 2025, telephone marketing without prior consent is no longer permitted in France. An outbound campaign requires a list whose consent can be demonstrated, and that responsibility falls on the principal — see security and compliance.
- For contacts delivered with proof of consent, see B2C database rental.
- Call monitoring and barge-in serve the compliance of the sales pitch as much as coaching — see supervision and reporting.
Frequently asked questions
Does the customer record open automatically on an inbound call?
Yes. The calling number is matched against the base and the record opens before pick-up, with the history of exchanges and the open cases. If the number is unknown, a blank record is offered, pre-filled with the number.
Can we run a renewal campaign from the platform?
Yes. Outbound campaigns and automatic call-backs are part of the call center software. What matters on renewals is reachability: the reporting shows which attempts succeeded and at what times.
Are calls traceable for compliance purposes?
Every call logs itself into the client record with its date, duration, direction and outcome, including unanswered attempts. Notes attach to the record rather than to an individual's files.
Can we prospect new clients by phone?
Only on a list whose consent can be demonstrated. Since 11 August 2026 French law requires prior consent, and that obligation is yours, not your telephony provider's.
Does it work with our existing management software?
Tell us which system you use and we will say what is realistic rather than promise a generic integration. The marketing channels — SMS, RCS, lead generation — work alongside whatever CRM you already run.
See FinixPhone on your own cases.
A thirty-minute demonstration built around how your team actually works.
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