Expanding Existing Customer Value


Outsourcing is a strategic choice that can benefit insurance agencies in various ways. It allows you to optimize your operations, improve customer service, and drive business growth while keeping costs in check. At Performance Calling, we offer comprehensive outsourcing solutions tailored to the specific needs of insurance agencies.


  • Cost Savings: Outsourcing to our call center provides significant cost savings compared to hiring and maintaining an in-house team. The lower cost of living allows us to offer highly skilled professionals at a fraction of the cost.
  • Skilled Insurance Experts: Our team comprises trained insurance professionals who understand the complexities of the industry. They are well-versed in insurance terminology, policies, and regulations, ensuring accurate and knowledgeable customer interactions.
  • Improved Customer Experience: By partnering with us, you can elevate your customer service and provide a seamless experience. Our experts are trained in delivering exceptional customer service, handling inquiries, processing claims, and providing support throughout the insurance lifecycle.
  • Scalability and Flexibility: As your insurance agency experiences fluctuations in demand, our outsourcing services can adapt accordingly. We offer scalability and flexibility, allowing you to expand or reduce your team size based on your business needs.
  • Multichannel Support: We understand the importance of meeting customers on their preferred communication channels. Our contact center supports multiple channels, including phone, email, web chat, and social media, ensuring a seamless omnichannel experience for your customers.
  • Administrative Support: In addition to customer service, we can assist with administrative tasks such as data entry, document processing, policy management, and appointment scheduling. By offloading these tasks to us, your internal team can focus on core business functions.
  • Compliance and Security: We prioritize data security and compliance with industry regulations. Our call center operations adhere to stringent protocols to ensure the confidentiality and protection of sensitive customer information.


  • Customer Service Support: Our trained professionals provide exceptional customer service, handling policy inquiries, claims processing, billing inquiries, policy changes, and more. We strive to enhance customer satisfaction and loyalty.
  • Policy Renewals and Cross-Selling: We can efficiently manage policy renewals, send timely reminders, and cross-sell additional coverage options to maximize revenue and customer retention.
  • Claims Processing: Our team is well-versed in claims handling and can efficiently process and manage insurance claims. From initial claim registration to documentation review and settlement, we ensure a streamlined and customer-centric claims experience.
  • Appointment Scheduling: We can assist in scheduling appointments for policy consultations, underwriting assessments, and claims inspections. Our team ensures accurate appointment coordination, reducing delays and improving overall customer satisfaction.
  • Lead Generation and Sales Support: We can help generate quality leads and support your sales efforts by identifying potential customers, conducting outbound calls, and providing information about insurance products and services.
  • Data Management and Reporting: Our experts can handle data entry, policy management, and generate comprehensive reports to help you gain insights into your business performance, customer trends, and areas for improvement.
  • Policyholder Surveys and Feedback: We conduct surveys and collect feedback from policyholders to gauge their satisfaction levels, identify areas for improvement, and enhance overall customer experience.
  • Multilingual Support: We offer multilingual support to cater to a diverse customer base. Our team can effectively communicate in different languages, ensuring clear and accurate information exchange.
  • Back-Office Support: In addition to front-end customer service, we provide back-office support services such as document processing, policy administration, data verification, and claims documentation.
  • Emergency Hotline Services: We can establish and manage emergency hotlines to provide immediate assistance to policyholders during critical situations, ensuring timely support and reassurance.
  • Compliance and Quality Assurance: Our operations adhere to industry regulations and compliance standards. We have robust quality assurance processes in place to maintain service excellence and ensure adherence to service level agreements.

Partnering with Performance Calling for insurance agency outsourcing provides you with a dedicated team of professionals who are committed to delivering exceptional service, optimizing your operations, and enhancing customer satisfaction. Our experience in the insurance industry enables us to provide customized solutions that align with your business goals.

Contact us today to explore how our outsourcing services can benefit your insurance agency. Let us help you streamline operations, improve efficiency, and elevate your customer service to achieve greater success in the competitive insurance market.


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