Call centers

Call tracking for insurance call centers

An enrollment call center answers calls from many campaigns on many teams. VereTel adds a tracked number per team or campaign and a log of every call, including missed ones. It is not a call-center phone system.

TimeTracking numberStatusDuration
4:48 PMSpanish mailer · Team ESanswered22:17
4:21 PMMedicare desk · Searchmissed0:00
3:53 PMACA queue · TVanswered17:34
3:10 PMOverflow lineanswered6:02
Illustration with sample data.

At a glance

  • In front of your phone system

    Each number forwards at the carrier to a line your center already answers.

  • A line for each team

    Send different numbers to the Spanish-language team, the Medicare desk, the ACA queue or an overflow line.

  • A callback list for the morning

    With numbers, filter the desk to missed calls, split by team.

On this page
  1. What VereTel adds, and what it leaves to your phone system
  2. A different line for each team
  3. Missed-call follow-up
  4. Sizing minutes for the season

What VereTel adds, and what it leaves to your phone system

Your phone platform already handles agents, queues and the floor. VereTel sits in front of it. Each tracking number forwards at the carrier to a line your center already answers, and every call is logged in the desk.

VereTel has no IVR, no automatic call distribution, no skill-based routing, no queue and no agent screens. Each number forwards to one line. If you need those, they stay in your existing phone system.

Because VereTel’s app is not in the call path, it does not add a hop to how your floor takes calls. See call forwarding.

A different line for each team

Forwarding is set per number, so you can send different numbers to different destinations: one to the Spanish-language team, one to the Medicare desk, one to the ACA queue, one to an overflow line. The number is the dividing line. A caller who dialed the number on a Spanish-language mailer reaches the team you pointed that number at.

It also lets you see workload. Filter the desk to a date range and count calls by tracking-number label, and you can see how many calls each team’s numbers received. Answered and missed counts tell you where teams are short.

Missed-call follow-up

At a call center, a missed call is a staffing signal as well as a lost lead. The desk logs missed calls with the caller’s number, time and tracking number. Filter to missed and a supervisor has a callback list for the morning, split by team. Callers who reach voicemail rarely wait, so the list is worth working the same day.

The desk does not assign callbacks, keep notes or send alerts about missed calls. Work the list in your own process, and log the outcomes in your own system. Data stays separate per agency; see security.

Sizing minutes for the season

Plans include minutes of tracked calls. The Scale plan ($399 a month) includes 25 numbers and 7,500 minutes; Growth includes 10 numbers and 3,000. Minutes beyond the plan are $0.06 each, and extra numbers are $5 each a month. A new account can hold up to 3 numbers during its first 30 days; an order for more is held for review. After that, the full count of its plan applies. Numbers are not on sale yet. Create a free account and ask to be told when they are.

To size a season, estimate calls and average length. As an example, 1,500 calls a month at an average of eight minutes is 12,000 minutes, which is above the Scale allowance, so overage would apply on the extra 4,500 minutes. Use your own call counts from last season. Because volume swings, some centers choose the plan for their average month and let overage cover a busy month. Check the pricing page for details and the current founding offer, and ask us if your volume is beyond these plans.

Common questions

Does VereTel replace our call-center phone system?

No. VereTel has no IVR, no automatic call distribution and no agent tools. It adds tracking numbers that forward to your existing lines and a desk that logs each call.

Can different numbers reach different teams?

Yes. Each tracking number forwards to one line, and you choose the line per number, so different numbers can reach different teams. A single number cannot split calls among teams.

How do I estimate minutes for enrollment season?

Multiply expected tracked calls by average call length, using last season’s figures if you have them. Compare the total with the plan allowance; minutes above it are billed per minute.

Look around for free, or see it on a call

Create a free account and see the desk for yourself. Prefer to talk first? A 30-minute demo is optional: we walk through the numbers, the forwarding and the desk with your business in mind.