A dialer for quote enquiries, renewals and callbacks

Renewal calls get missed because nothing tracks who was called

An agent calls a client about a quote or an upcoming renewal. Without a shared, automatic record, a manager can't tell which renewals were actually called this week, and a promised callback lives in someone's memory instead of a dated follow-up — until the policy lapses.

Every quote and renewal call is logged against the client

A Call button appears next to each client or lead. The call itself, and its outcome, are written back automatically.

One click, agency number shown

The agent's browser or desk phone rings first, then the client — showing the agency's own number, never the agent's personal mobile.

Clients reach their own agent

A client calling back is identified and routed to the agent who owns their policy, ahead of the general desk.

Every call becomes a record

Direction, length and status are logged automatically, plus an outcome (quoted, renewed, not interested, callback, no answer, left message) with free-text notes.

A renewal callback is a date, not a memory

Picking "callback" creates a dated follow-up so a renewal never lapses because it was forgotten.

What an insurance calling desk actually needs

• An agency calling quote enquiries and renewal reminders from its own CRM all day
• A manager who wants renewal call coverage reported per agent, not reconstructed from memory
• Clients routed to the agent who already knows their policy, not a shared queue
• Recordings that need to live in the agency's own storage with a retention rule

Frequently asked questions

What is an insurance calling desk?

Click-to-call built into the CRM agents already work in: a Call button next to each client rings the agent first, then the client, and writes the call's outcome back to the client's record automatically. WebCallHub's version is the Insurance Desk plan — the same Calling Desk plan sold to recruiting, auto sales and property teams, priced per seat from $39/seat/month.

Which CRM does this connect to?

There is no prebuilt, named connector for any specific insurance CRM or AMS — the integration is WebCallHub's API plus a webhook your CRM's developer wires up, typically an afternoon's work.

What gets written back to the client record?

Every call, including ones nobody answers: direction, duration, status, the outcome the agent picked, and free-text notes. A callback outcome creates a dated follow-up.

What does it cost?

The Insurance Desk plan is sold per seat from $39/seat/month ($34 from 5 seats, $29 from 10, $25 from 25, $21 from 50), with 500 PSTN minutes per seat pooled across the desk and $0.04/minute beyond that. Self-serve up to 200 seats; larger agencies are quoted.

What can't it do?

There is no power or predictive dialer, no local-presence number pool, and nothing pushes to the CRM in real time — the CRM polls WebCallHub's API for new call records or receives a webhook. Outbound calls are recorded only when the workspace sets recording to always-on.

Put a Call button next to every client

Talk to sales about the Insurance Desk plan for your agency.