Financial and Insurance Service Industries
Financial & Insurance Services Receptionist Answering Service
Your asking clients to trust you with their most valuable assets. You need them to feel confident your company will be a resource to them for years to come. Do you really want to greet them with a voicemail or automated attendant when they call?
Of course, you have demands on your schedule as well. With important meetings to attend and clients to see, it’s critical that you manage your workload most effectively and not get pulled off
task by unexpected phone calls or other interruptions. But as a Financial Services or Insurance provider, how can you improve telephone answering, service your clients most effectively and capture more business without breaking the bank?
Reliable Receptionist can assist you with your live telephone answering and allow you to service your clients in the following ways:
Classic Phone Reception
- Your calls answered live at our location.
- Basic FAQ’s answered, callers assisted.
- Calls privately announced to you on any phone number.
- Calls you want seamlessly connected in real-time.
- Calls you don’t want redirected to a colleague or private voicemail box.
- Receptionist messaging for your clients, transmitted electronically to you.
- Communicate with your Reception team throughout the day regarding your availability, preferred contact number, or particular people you do/don’t wish to speak with.
Custom Phone Reception:
- Appointments scheduled for you in real-time on a web scheduling system.
- Customized call logs available to store messages in a single place.
- Customized forms available to capture caller information or qualify prospects.
- Outbound calling available for confirmations or client follow-up.
Let's Work Together.
For more information or to request a quote and free demonstration, send us a message or call us today at (925) 627-4200.
