I will audit your insurance agency phone system, ringcentral plus

United States

I speak English

46 orders completed

Fractional Chief of AI, Catch Advisors

I'm the founder of Catch Advisors, where I've spent the past 11 years helping businesses solve complex technology challenges. Today, I serve as a Fractional Chief AI Officer, helping leadership teams ...
About this Gig

If your insurance agencys phone system is costing you leads, time, or money, this audit fixes it.

I specialize in insurance phone systems. This is not basic support or a template review. Its a real audit with real changes made directly inside your account.

Delivered within 72 hours.

What you get:

  • Customer call journey review (first ring to resolution)
  • IVR, call queue, and call routing optimization
  • Missed call and voicemail gap analysis
  • Cost optimization to remove unused or misconfigured licenses
  • Call tracking and reporting review
  • Clear summary of what was changed and why

How it works:

  1. You provide access to your phone system (RingCentral, Dialpad, 8x8, etc.)
  2. I audit your setup and identify issues
  3. I implement approved improvements
  4. You receive a cleaner, more efficient system

This service includes hands-on work inside your live environment. Most audits take 2 to 3 hours of focused effort.

Best for insurance agencies that miss calls, struggle with routing, or want a more professional caller experience.

  • Message me before ordering if you're unsure about fit.

Provider:

Zoom

Nextiva

GoTo Connect

Dialpad Ai Voice