Insurance

Drive more revenue from insurance prospects with a better insurance customer experience.

Build trust, boost conversions, and deliver the seamless customer experience policyholders expect with Regal’s personalized, AI-powered CX platform.
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Regal drives 3,500,000+ ROI-positive conversations a month

Use Regal to:
Increase engaged call and bind rate
Increase engaged call and bind rate
See All Customer Stories
Michael-Rose Sandow
Director of Sales Operations, Kin Insurance

"Regal allows us to connect with more leads, have more meaningful conversations with those leads, and ultimately convert more leads into paying customers."

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Michael-Rose Sandow
Director of Sales Operations, Kin Insurance
"Regal allows us to connect with more leads, have more meaningful conversations with those leads, and ultimately convert more leads into paying customers."

Insurance customer experience teams like yours are thriving with Regal

20%
Lift in Quote Rate

Regal's journey orchestration and CCaaS tools helped Peachy Insurance to compete effectively in a highly competitive and regulated insurance category.

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36%
Lift in Engaged Call Rate

With Regal's smart workflows and personalization tools, Kin Insurance sales agents connected with 36% more leads within 3 days of lead creation.

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123%
Lift in Answer Rates

With better insight into which customers to call and when to call them, Gaudio Insurance Group's answer rates increased 123%.

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OUTBOUND STRATEGY SUCCESS GUIDE FOR INSURANCE

Discover how 4 leading insurance providers surpassed goals with a cloud contact center software that goes beyond legacy CCaaS.

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Improve Lead Prioritization

Route high-value leads directly to senior agents for richer conversations and increased policy bind rate.

Reduce Dials to Contact

Reach out at the ideal time with personalized, branded outreach to boost answer rates and connect with policyholders and leads when it counts.

Accelerate Response Times

Automatically route and prioritize inbound inquiries to the right agent in real time, empowering your team to turn interest into conversions faster than ever.

Divert Routine Tasks to AI Agents

Leverage AI agents for routine tasks like lead qualification, follow-ups, and scheduling, freeing human agents and licensed brokers to focus on meaningful customer interactions that drive conversions, retention, and higher average premium amounts.

Optimize Claims Support

Streamline claim status updates with AI-driven inbound handling.

Tailored Insurance Customer Experience Solutions for Consumer Sectors

Health Insurance


Streamline policy support, claims processing, and renewals with AI-driven automations that prioritize urgent cases and reduce resolution time.

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Pet Insurance:


Deliver compassionate, timely support for pet owners with AI driven automations to streamline claims and provide real time updates ensuring every interaction strengthens trust and loyalty.

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Life Insurance


Simplify lead follow-up and document collection with automated workflows, allowing agents to focus on closing high-value policies.

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Auto Insurance


Increase quote conversion rates by dynamically routing high-intent leads to your best-performing agents in real time.

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Home Warranty Insurance


Automate service requests and claim follow-ups using Regal’s AI Agents and real-time routing to deliver seamless, timely resolutions.

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End of Life Insurance:


Simplify document collection, follow-ups, and lead nurturing to support sensitive, high-value decisions with Regal’s empathetic, automated solutions.

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Renters Insurance:


Automate outreach for policy renewals, using personalized messages through SMS and email to engage customers at the optimal time, reducing churn.

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Homeowners Insurance:


Cut through spam filters and maximize outreach effectiveness with branded caller IDs and AI-powered lead qualification.

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Improve efficiency with Regal’s Insurance agent Dialer

Insurance companies are turning their contact centers into growth engines with Regal’s Insurance Agent Dialer. Empower your team to handle more leads, qualify prospects faster, and close deals efficiently.

  • Dial smarter with Power and Progressive Dialer modes.
  • Connect faster and more effectively using personalized caller IDs and AI enhancements.
  • Monitor and improve team performance with real-time analytics and customizable dashboards.

Discover the full potential of Regal’s Insurance Dialer. 

Learn More Here

Common Insurance Contact Center Use Cases

Lead Management & Policy Bind Rate

Lead Qualification: Use Regal’s AI Phone Agents and Insurance Dialers to connect faster and automate the qualification process.

Lead Routing:
Assign leads by score or locale, ensuring prospects connect with licensed agents.

Document Collection:
Automate outreach for required documents with SMS and email follow-ups.

More Productive
Agents

Reach the Right Person at the Right Time: Ensure perfectly timed outreach with actionable customer insights.

Put Your Agents in Position:
Provide agents with the tools and workflows they need to succeed at their fingertips.

Conversational Intelligence:
Leverage AI-driven insights to help human and AI agents perfect every customer interaction, ensuring consistency and effectiveness.

Driving Cross-Sales, Collections, and Renewals

Cross-Sell: Leverage customer intent signals to identify opportunities and automate tailored journeys that drive add-on policy purchases.

Collections:
Automate SMS and voice reminders while routing escalations to billing specialists for seamless resolution.

Renewals:
Proactively engage customers with automated outreach to optimize timing and boost retention.

FAQS

Why is customer experience important in the insurance industry?

Insurance customer experience is the keystone of lifetime value in the insurance industry, where policyholders are often making high-stakes decisions. A mishandled interaction can erode trust, while a seamless, personalized experience builds loyalty and accelerates conversions. With Regal’s AI-powered insurance customer experience platform, every interaction is tailored to customer needs using their journey data, ensuring consistent, empathetic, and effective communication. This approach not only reinforces trust but turns your contact center into a growth engine.

How can I measure customer experience in the insurance industry?

Effective measurement of insurance customer experience starts with tracking outcomes that matter: conversion rates, engaged call rates, policy renewals, and customer satisfaction scores (CSAT). Regal empowers contact centers to perfect every customer interaction with real-time dashboards and deep analytics. Our A/B testing tools let you refine outreach strategies and compare AI and human agent performance, making it easy to build a culture of continuous improvement while driving measurable results.

How does Regal help improve response times?

When thinking about how to improve response times and how to improve customer experience in insurance, Regal combines automation, AI, and customer data to deliver unmatched responsiveness. With real-time routing and prioritization, we ensure that urgent inquiries are assigned to the right agent or AI in seconds. Our AI Agents handle repetitive tasks like lead qualification and triage, freeing your team to focus on high-value interactions. Faster response times mean happier customers, better retention, and a significant competitive edge.

What happens if spam flags are blocking my calls?

Spam flags can be devastating, but Regal’s branded calling solution ensures your calls reach their intended audience. By displaying your company name on caller IDs and leveraging carrier-level data, Regal increases answer rates by up to 123%. We don’t just stop there—our platform constantly monitors for spam risks and proactively addresses them, so every call contributes to building trust and driving revenue.

Which dialing mode is right for my team?

Regal’s dialing modes are designed to meet diverse needs. The Power Dialer enables agents to focus on critical, high-value conversations, ideal for policy renewals or complex sales. The Progressive Dialer maximizes efficiency by connecting agents only when a customer answers, perfect for large-scale outreach. Both modes are powered by AI-driven insights and personalized data, ensuring every call feels human and relevant.

How do I ensure leads are distributed fairly?

Fair and efficient lead distribution is central to maximizing team performance and customer outcomes especially when dealing with insurance customer experience. Regal’s platform supports both round-robin and lead-ownership models, allowing you to distribute leads based on priority or agent expertise. AI-driven scoring ensures high-value leads go to top performers, while flexible routing rules keep workloads balanced. With Regal, you can automate and optimize lead distribution, ensuring no opportunity is left on the table.

Treat your customers like royalty

Ready to see Regal in action?
Book a personalized demo.

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