Every lead called. Every policyholder answered.
Bilingual teams for insurance agencies and brokers: speed-to-lead follow-up, appointment setting, policy service and renewal support, so your licensed agents spend their time selling.
Your licensed agents shouldn't be chasing leads and answering billing questions.
Insurance leads from ads, aggregators and referrals go cold within minutes, and enrollment season multiplies the calls. Meanwhile your producers are stuck returning voicemails, collecting documents and answering the same service questions.
Ready To Answer adds bilingual people who handle the first contact, the scheduling and the service work, and hand qualified prospects to your licensed agents, ready for the quote.
- First contact with new leads in minutes, by phone, text and WhatsApp
- Pre-qualification and appointment setting for your licensed agents
- Policyholder service: ID cards, billing questions, address and payment updates
- Renewal reminders and missing-document follow-up
- Enrollment-season overflow (AEP, OEP and ACA open enrollment)
- CRM and agency management system updates
Support for every line you write.
Health, ACA & Medicare
Appointment setting and service support for health and Medicare agencies, including Spanish-speaking clients.
Life, auto & home
Lead follow-up, renewals and account updates for personal and commercial lines.
Licensed work stays licensed
Our team handles non-licensed tasks. Quoting, advice and binding stay with your licensed agents.
The Hispanic market
Bilingual agents for agencies serving Hispanic families in Florida, Texas and across the U.S.
Peak seasons covered
Add people for enrollment periods without hiring and training locally.
Your systems
We work inside your CRM, dialer and agency management system, with the access you approve.
From first call to a working team.
Map your process
Your services, scripts, systems and the questions your team answers every day.
Recruit and set up access
We select the right profiles and work in your tools with the permissions you approve.
Train and launch
The team learns your business, products and rules before the first contact.
Review and improve
Regular reporting on contacts handled, appointments set and follow-ups completed.
Questions from insurance agencies.
Are your agents licensed to sell insurance?
Our professionals handle non-licensed tasks such as lead contact, pre-qualification, appointment setting, document collection and general service. Activities that require a license, such as quoting, giving coverage advice or binding policies, stay with your licensed agents, and we design scripts and hand-offs around that line.
Can you help during open enrollment?
Yes. We can add people for AEP, OEP and ACA open enrollment to handle inbound volume, appointment setting and follow-up, and keep a smaller team the rest of the year.
Do you serve Spanish-speaking clients?
Yes. Our team is bilingual, so Spanish-speaking prospects and policyholders are served in their language.
Which systems can your team use?
Our team works in the CRM, dialer and agency management system you already use, with the access you approve. If you don't have a CRM, R2A CRM is available as an additional solution.
Can we start with one person?
Yes. Many agencies start with one dedicated person and grow the team once the process is working.
Let's get every lead a call.
Tell us about your agency, your lines of business and your lead volume, and we'll propose the right team.
U.S. company · Operations in Cartagena, Colombia