For insurance distributors
Website calls for insurance distributors, routed by policy page
Someone comparing term plans wants a quote adviser. Someone on your renewals page wants the renewals team. One Call button sends each to the right place.
Last updated
The problem
Quote seekers and claimants share one number
Distributor sites often show one number for new business, renewals and claims help. The people calling have very different needs and patience.
Comparison-page visitors who wanted a quote leave when the number does not work on their laptop.
Example routing
Where each call goes
| When | Rings |
|---|---|
| /term-insurance/* pages | New business advisers |
| /health-insurance/* pages | Health plan advisers |
| /renewals/* | Renewals team |
| Topic: Claim help | Service deskRecording always on |
| Topic: Careers or agency | A form, not a person |
What you get
Routing by policy page
URL patterns decide which adviser team rings, so the adviser already knows the product.
Callback bookings
Visitors pick a slot and get a confirmation. Missed calls become tasks with a deadline.
Consent before recording
Consent and your registration details show on the widget before the call starts.
Leads with attribution
Every call and missed call is a lead with page, referrer and UTM tags.
Questions we get asked
Can renewals and new business go to different teams?
Yes. Routing rules match page URL patterns and the topic the visitor picks.
Can claims calls always be recorded?
Yes. Recording is set per department: off, on with consent, or always on.
Does it work on mobile?
Yes. Visitors call from current mobile and desktop browsers with no app.
Keep reading
- CallCeptor for stock brokers
- CallCeptor for wealth and pms
- CallCeptor for investment advisers
- CallCeptor for mutual fund distributors
- CallCeptor for asset management companies
- CallCeptor for commodity and currency brokers
- CallCeptor for nbfcs and lenders
- Where to place a call button on a financial website
- A checklist for choosing a website call button
- How fast should you call back a missed website lead?
- IVR menu or routing by page: which sends callers to the right desk?
- How to measure the calls your website never answers
- How to see which campaign produced a phone call
- What decides the audio quality of a browser call
- What is browser calling, and how does a website call actually connect?
- Click-to-call vs a phone number, WhatsApp or a contact form on a financial website
- How to add a click-to-call button to WordPress, Wix, Webflow, Shopify or any website
- What happens when a desktop visitor clicks your phone number
- Routing website calls by page: a setup for a firm with five desks
- Setting a call recording policy for each department
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.