Montréal-based · Bilingual · Law 25 · PIPEDA · CASL · CRTC · TCPA · AMF(418) 425-4348Book a callTrust CenterFrançais
What we see in insurance
- Quote requests that never get a second call
- Advisors spending their day on people who don't answer
- Orphan clients after an advisor leaves
- Renewals that slip away without a conversation
How we help
- Follow-up on quote requests by phone, text and email
- Live transfers to licensed advisors. Our agents don't give advice
- Orphan client and renewal campaigns
- Sales coaching for your advisors
- Work that respects AMF expectations, Law 25 and CASL
How it works
A typical insurance program
1
Quote comes in
Your form or partner sends it to us.
2
We follow up
Calls, texts and emails until we reach them.
3
Quick screening
Coverage type, timing, current insurer.
4
Live transfer
To a licensed advisor, while they're still interested.
“Within just four weeks, we saw our website lead-to-sale conversion rate more than double – with zero changes to lead volume or marketing spend.”
Director, Customer Operations, Petline Insurance
2.8×
Higher bind rate after our sales coaching, for pet insurance partners and a life insurance brokerage.
Partner data from a 3-month coaching program
Common questions
Are your agents licensed?
No. They qualify and transfer. All advice and sales are done by your licensed advisors.
Do you work in P&C, life and group?
Yes. Our partners include P&C, pet, life and group insurance companies.
Do you work in French?
Yes. We're based in Montréal and work in both languages.