The most important sales tool
How can we make a claim like that? Financial planners and financial advisors have unique needs. We don’t have to tell you how valuable your time is. Answering the phone takes you away from adding new lines of business or insurance, closing sales, and other important roles that require your full attention—and a substantial amount of client hand-holding. Less rigorous tasks, such as appointment scheduling and prequalifying clients needs may be directed by you but assigned to your office support staff. That gives you more time to do what you do best: servicing clients and building your small business.
Call it a financial telephone answering service or virtual receptionists. But make no mistake; there’s nothing virtual about the benefits your finance and insurance business will realize form CCS Financial Answering Service.
When one of our specially trained agents answers the phone, we can be that sympathetic voice on the other end of the line. The voice of a trained professional agent who knows your business and how to turn questions into answers; and customer distress into business success.
The total package
No matter how many incoming calls you service, or whether you need full 24-hour answering after hours services, we can design a plan for you. Your clients call a toll free phone number that you use in all of your advertising, online and on stationery.
We provide live answering, call handling and other high-quality services that Our state-of-the-art technology and highly trained, North American English- & Spanish-speaking agents will be in place to answer calls with very little lead time. There is no additional investment required from you. You’ll only pay for the time your clients spend with one of our agents so it’s affordable for any size businesss. And you can access the progress anytime in real-time.
Make the right call
to find out how our custom call solutions can help your business grow.