Quote follow-up that actually happens
Most quotes lapse because nobody called back at renewal. CallVend schedules the follow-up, dials it, and records what was agreed.
What usually goes wrong
Renewal windows are narrow
A policy holder is reachable for a fortnight and then gone. Missing that window costs the whole year.
Compliance is watching
Calling windows, consent and disclosure requirements are not optional, and a spreadsheet does not enforce them.
Quotes live in three systems
Agents flip between the quoting engine, the CRM and a phone, and the call notes end up in none of them.
See how insurance teams run CallVend.
Renewals dialed on schedule
Campaigns built from renewal dates, with retry rules that spread attempts across days and hours rather than burning the contact.
Disclosures in the recording
Required statements are part of the script and the recording, retained for the period your regulator expects.
Calling windows enforced in software
Windows resolve from the customer’s own time zone and the dialer refuses to place a call outside them.
One screen for the quote and the call
Screen-pop opens the policy record as the call connects, with the last quote and the renewal price already visible.
Insurance: the questions that decide it
The follow-up sits in a shared queue rather than in one person’s memory, and the call history behind each contact shows what was quoted and what was agreed last time. A policy holder is reachable for a narrow window; the point is that the window is visible to whoever is free to call.
By the platform, not by the agent. Where a number was provisioned in a market that requires notice before recording, the announcement plays before the conversation on every call on that number, and consent state is recorded against the call rather than assumed.
Whoever you allow. Access follows roles, including custom roles you define, retention windows for recordings and transcripts are configurable per workspace, and every privileged action is written to an append-only audit trail — so "who listened to that call" is a question with an answer.
Other cases, and the product behind them
Similar teams
The product
Built for insurance teams.
Set up a workspace, add your team, and take your first call the same afternoon.