How to choose an inbound call platform: a checklist for insurance agents

The checklist

Ask every vendor these, and get the answers in writing.

• Is the price of a call published per line, before you buy? (WeGenerate: yes, on every line and on the pricing page.)
• How long must a call last to count? (Each line shows its qualifying time.)
• Where do the callers come from? (Lines are labeled TV, social, pre-screened or Spanish.)
• Do calls only come from states you're licensed in? (Yes.)
• Can you choose your hours? (Calls only ring while you're online.)
• Is every call recorded, and can you listen back? (Yes.)
• What happens to a call that shouldn't have counted? (Dispute it in the app; a person reviews it.)
• Is there a contract or a minimum? (No contract. Agent plans start free.)
• Is a card kept on file or charged automatically? (No card on file; auto top-up only if you turn it on.)
• Do you get a CRM, dialer and quoting, and what do they cost? (Plans and add-ons are priced on the pricing page.)

Red flags

• One flat price quoted for every kind of call. Calls from different sources and with different qualifying times should not cost the same.
• No recording, or recordings you can't download.
• Prices only after a sales call.