Finance & Insurance Answering Service.

24/7/365. The numbers add up.

Plans & Pricing
Man wearing coat looking into stats

Why it works.

  • Always available

    Always available

    Never miss an opportunity
    when clients call.

  • Lead capture

    Capture every lead

    Be there for your prospective customers. Anywhere, anytime.

  • No voicemail

    No voicemail, no bots

    Win more business with real people, not automated voices.

  • Open for business

    Never closed for business

    Work from home, your office, or Anywhere.

  • Return callers

    Know your callers

    We recognize your returning callers for a personalized experience.

  • Manage calls

    Manage your calls

    Busy? Have an important meeting? We've got you covered.

Professional call handling for
investment advisors and insurance
agents.

  • 24/7 live call answering

    Your virtual receptionists answer calls handle queries and take messages to
    help you land more clients.

  • After hours answering

    Our team of professional virtual receptionists handle your calls during evenings, weekends and holidays.

  • Call forwarding and routing

    Ensure your calls reach the right person at the right time. We route your inbound calls where they need to go.

  • Lead qualification

    Save time, skip dead-end opportunities and focus on converting the best leads for your business.

  • Powerful on-site support

    Use your virtual receptionists to answer website visitor questions on your website via secure live chat.

  • Appointment scheduling

    Simplify bookings with a free appointment scheduling app or sync with your preferred calendar.

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Unparalleled support
for the finance sector.

Financial decisions are based on mutual trust and transparency. When clients call your office, they expect instant, accurate information from experts versed in
data security.

With a finance and insurance answering service, that’s exactly what they get every time.

  • 97%

    of finance professionals say the telephone has real value to their business.

  • 51%

    of all sales by finance organisations happen over the phone.

  • 50%

    of finance professionals say their organization doesn't have enough dedicated front desk receptionists to answer telephone calls.

Source: Research findings
Female receptionist with headset

Join other happy customers.

Call today to discover why other businesses have chosen us.

  • Moneygap Logo
  • Linear Logo
  • KG Accountants Logo
  • Ultumus Logo
  • Trustdeed Scotland Logo

The voice (and ears) of your business.

Our professional receptionists are an extension of your business.

They use your script, speak your language and understand your intake process, to give callers consistently on-brand service.

  • 1.Let's talk.

    Tell us about your firm, your clients and your goals. We work with you to create
    call flows to give your clients the best experience.

  • 2.Start forwarding your calls.

    Our friendly receptionists engage and interact with your leads and customers, 24/7.

  • 3.Stay up-to-date Anywhere.

    See details of your interactions via our app, SMS, or email.

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Join AnswerConnect to enjoy:

  • AnswerConnect App

    See every new engagement.

    See every new message, track usage and follow up on the latest opportunities Anywhere.

  • AnswerConnect Portal

    Manage your account.

    Manage your account, customise your scripts and update your plans, anytime.

  • Teleport.Video

    Connect with colleagues and clients.

    Connect with colleagues and clients via secure video-calls to manage projects and offer face to face demos.

  • ChatSupport

    Convert passive visitors to active customers.

    Convert passive visitors to active customers and capture leads directly through your website with an easy to integrate live chat widget.

Answerconnect mobile app notificationsAnswerconnect portal desktop dashboardTeleport user interfaceChatsupport user interface
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More than just a call centre for financial services.

No matter your area of specialization, our finance support service helps you provide the best experience for your clients.

View Pricing
Agents taking calls

Want to hear
how
we sound?

Share your company name and we'll
give you a unique toll-free number.

Experience what your customers will hear. Call us now and we'll answer in your company name.

Demo Call

FAQs.

  • How will an answering service help my firm?arrow

    A financial answering service will save you time, money and resources, without sacrificing the quality of service your clients expect. Plus, with 24/7 responses, callers receive an exceptional service, whenever they call.

  • How do you get to know my business?arrow

    By doing what we do best-listening! During the onboarding process, we discuss your business model, business
    objectives and your customers. Best of all, with the Client Web Access Portal, you can update your settings at any
    time.

  • Are you based in Canada?arrow

    Yes. All our virtual receptionists are based around Canada, so your callers can enjoy a localized experience with every interaction.

  • Am I locked into a contract? arrow

    No. Your contract runs on a monthly rolling basis and there’s no commitment to continue. You can opt out at any time with no cancellation fees.

  • How much does an answering service cost? arrow

    We offer a range of scalable plans at different prices according to usage. Click here to view our plans and pricing.

Can't find the answer to your question? Call us at 0800-700-8888 or email us at hello@answerconnect.com

No one is too small to make a difference

Mindset

Carol Dweck

Our success is not shaped only by our talents or natural ability, but by our mindset. Personally or professionally, we have the power to make change happen.

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