Invoca for Insurance Providers

Consumers want to speak to a real person when looking to purchase insurance policies. And those callers convert 10x more than web leads. It’s why insurance marketers use Invoca call tracking and conversation intelligence to improve ROI and sales conversions.
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Invoca Solution - Insurance
Invoca gives us a shared set of metrics for our marketing and call center teams. This creates deeper collaboration and helps us better align to make our customers happy.
Tim Mogler, Senior Account Manager
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Optimize Marketing to Drive More Sales

Attribute each phone call from the marketing source to quotes and policies written — even when calls are driven to independent agents, franchisees, and locations —  so you can optimize your marketing, reduce your CPA, and increase your ROI for every marketing dollar you spend.
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Convert More Callers to Customers

Seamlessly route calls to the best insurance agent, franchisee or business location right away to reduce transfers, decrease hold times, and convert more calls into quotes and new policies.
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Provide Superior Customer Experiences

Automatically analyze and score call handling quality for 100% of your calls at every location or call center to better train your sales staff and insurance agents to provide a superior customer experience for every caller.
Invoca Solution - Industry-leading call tracking

Industry-leading call tracking

Invoca call tracking 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.

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.
Invoca Solution - Efficient dynamic call routing
Invoca Solution - Simple IVR setup

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.
Invoca Solution - Automated call scoring and QA
Invoca Solution - Security & compliance

Security and compliance without compromise

Businesses across property & casualty insurance, life insurance, and health insurance trust Invoca 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.

The Best Call Tracking & Conversation Intelligence Solution for Insurance

Invoca Named a Leader in The Forrester Wave™: Real-Time Revenue Execution Platforms
Q2 2024 reportG2 Leader, Enterprise, Summer 2024Opus Research Intelliview Leader 2022 - Conversational IntelligenceInvoca Earns Best Feature Set from Trust Radius