What’s Included
99.9% Inbound answer rate
Answers in under 3 seconds
Insurance-specific qualification
Direct calendar booking
Automatic CRM logging
How Inbound Capture Works
Every time a prospect or existing client calls your brokerage, HYBIT answers within 3 seconds regardless of the time of day. There is no hold music, no voicemail and no menu system. The caller is greeted naturally, by name if they are already in your CRM, and moved straight into a structured qualifying conversation.
The qualification uses insurance-specific questions built around your exact products. NCB, claims history, current premium, cover type, budget and urgency. Every answer is captured in real time and scored so your advisor receives a complete brief before they ever pick up the phone.
What Happens After the Call
The moment a call ends, HYBIT creates a complete record in your CRM automatically. Full transcript, qualification score, risk details, policy type, urgency level and recommended next action. For Acturis users this maps directly to the client record. For Applied Epic, AMS360, HawkSoft and other CRM's the same applies. No manual entry is ever required from your team.
If the caller is ready to buy, an appointment is booked into the relevant advisor's calendar before they hang up. If they need time, a follow-up task is created automatically with the full call context attached. Nothing falls through.
Why This Matters for Your Brokerage
39% of insurance broker inbound calls currently go unanswered according to IBISWorld research. 80% of callers who reach voicemail hang up immediately without leaving a message. That means the majority of your missed calls are gone permanently, not waiting for a callback. Every missed call during evenings, weekends and bank holidays is a lead your competitor captured instead.
HYBIT closes that gap completely. Your brokerage answers every call, at any hour, with the same quality of qualification your best advisor would deliver. The result is a pipeline that grows continuously, not just during the nine hours a day your team is at their desks.
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