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

    Be there for your prospective customers. Anywhere, anytime.

  • Lead capture

    Capture every lead

    Never miss an opportunity
    when clients call.

  • 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

  • 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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App features.

  • Mobile App

    See every new engagement.

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

  • Desktop Portal

    Manage your account.

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

  • Business Phone Number

    Separate your personal and business calls.

    Separate your personal and business calls with a personalized business line.

  • Live chat answering

    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 dashboardBusiness line id phone mockupChatsupport 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
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Hear how we sound.

You are listening to Emily!

To hear how we could answer your calls, enter your details and call us for free.

To hear how we could answer your calls, call us for free on the number below.

To hear how we could answer your calls, enter your company name and call us for free.

Demo Call


  • 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

  • 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

No one is too small to make a difference


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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