Finance and Insurance Answering Services

Contact us today to learn more about our services, at 888-365-2424.

Answering Services for Finance and Insurance Professionals

No matter what type of finance or insurance service you provide, your clients expect you to be available to address their needs anytime they need you.

Your reputation is built on this principle, and so is your income. So why else would you be getting all of those referrals? Or are you?

whistleblower hotline service

Why it works.

Nowadays, consumers expect responsive service from most businesses any time of day or night. If you’re not available in a 24/7 world, this will have a negative impact on your business. Direct Line exists to solve this problem by offering professional 24-hour live answering services that ensure you never miss a call whether you’re available or not.

24/7/365 Availability

Whether you’re available or not, never miss another call, no matter what time of day or night.

Reduce Labor Costs

Get professional live telephone answering support without increasing labor costs.

Grow Your Business

Increase your competitive edge by having your business virtually available around the clock.

Your Voice of Excellence.

California’s Most Awarded Answering Service and Call Center.

How it works.

Create Custom Script

Custom scripts are created for your unique telephone answering needs and can be updated at anytime.

Forward Your Calls

Our professionally certified call agents a ready to take your calls 24/7.

Instant Message Delivery

Instantly receive messages via text, email or phone.

Improve Your Staff’s Efficiency

Your office will run more efficiently with lower operating costs and still provide exceptional customer service. In addition, your clients will be impressed with the level of service they receive at all hours of the day or night, 24/7/365.

Without a doubt, if you’re missing calls, it costs you big time. But, conversely, spending all day on the phone can also cost you because you’re still missing calls.

Over 80% of callers hang up if they reach voicemail, and what’s even worse is that 90% of new business inquiries hang up if you don’t answer the first time. So instead, they call the next person on the Google list—YOUR COMPETITION!

Never Miss Another Call

Never miss another call again and start growing your book of business. It’s an investment you can’t afford to miss out on. So here’s a brief snapshot of what your ROI would look like when you enlist the support of our award-winning answering service.

  • Keep your business open 24-Hours
  • Increase profit
  • Grow your business
  • Never miss a call
  • More opportunities to close a sale
  • Improve customer service
  • Increase referrals
  • Lower your overhead

Your Voice of Excellence.

California’s Most Awarded Answering Service and Call Center.

Client Endorsement

“We have utilized Direct Line for, I believe, 3-5 years now. Time is flying, and I’m blonde! I can’t imagine our business operations existing without you. I have zero complaints, which is a huge compliment to you, your company, and your staff. My husband and I own one of the largest Farmer’s agencies in the US. Consistently in the top 100 out of 14,000 agents. We insure in 25 states. Specializing in high-net-worth clients who expect a superior level of technology. We are proud to say, “we don’t have voicemail; you will always get a live person. Just like a doctor’s office, you can use our after-hours line. Don’t call our 800 number; we want to personally take care of you!”

Week over week, our office received calls at night and on the weekend asking for quotes. If we did not have Direct Line, I’m sure a lot of these potential new clients would simply hang up and call the next insurance agent who answers the phone. These new prospects are called back within minutes from receiving YOUR TEXT & EMAILED message SENT REAL TIME…. hence producing additional revenue which in turn MORE than pays for your services. Your service cost is affordable, and we appreciate that.

I have NEVER had a client complain, stating “the hold time was too long” or “they weren’t nice to me.” Thank you for being there to help us. Our agency loves Direct Line and will continue to be your client until we retire.”

Jeff & Devecia Venuto, Farmers Insurance Agency Owner’s

1. Why do banks and financial institutions need good customer service?

Customer satisfaction is one of the most essential factors for clients trusting a bank or other financial institution. The experience customers have with their financial institutions is what gives them a unique advantage over their competitors.

2. How does an answering service help finance and insurance institutions?

An answering service can help finance and insurance institutions save time and money while being available 24/7. It also allows for call forwarding, message taking, appointment scheduling, and many other special features.

3. How quickly can I start using these answering services?

We can set up most accounts within 1-2 business days and complete full customization within 2-3 business days, based on your instructions and contact lists.

4. Will any private information shared over the phone be protected?

Yes, our answering services take privacy very seriously. All of our employees sign a confidentiality agreement, and we use the highest data encryption technologies to ensure the integrity and security of our network.

5. Are calls recorded, and can I access them?

Yes, all calls are recorded, and you can access each call to review important information or see the quality of our answering service.

Call today to learn more about our award-winning answering services for Lenders, Bankers, and Insurance Professionals. 888-365-2424

Very professional staff, on time and great quality of service. Highly recommended after over 15 years as a client.

Marianela C. | Dentist

Get a custom pricing plan for your business

Maximize your business with 24/7 live answering