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Audio Signatures


New customer business is often lost between the time a quote is provided and the signed documents are finalized. Call recording enables you to bind the business over the phone using a secure “audio signature” when the quote is given to the client. You book the business ahead of the time it would take to receive the signed documents from the client and you eliminate the chance of that business going to the competition.

Sample Automobile Insurance script

READ THIS SCRIPT VERBATIM

Do you [client’s name] authorize [Agency] to collect, use and disclose your driving record, auto insurance history and auto claims history, and those of the listed drivers from whom you declare you have obtained consent for these purposes, as permitted by law for the limited purposes necessary to assess the risk, investigate and settle claims and detect and prevent fraud.

SampleSample Property Insurance script

READ THIS SCRIPT VERBATIM

Do you [client’s name] authorize [Agency] to provide personal information in this application and otherwise and may in the future provide further personal information. Some of this personal information may include, but is not limited to, credit information and claims history. You authorize [Agency] to collect, use and disclose any of this personal information, subject to the law and to your policy regarding personal information, for the purpose of communicating with you, assessing the application for insurance and underwriting, evaluating claims, detecting and preventing fraud and analyzing business results. You confirm that all individuals’ whose personal information is contained in these policies and authorized that you agree to the above on their behalf.