ORCA · Outbound Reminder & Contact Automation
ORCA talks to your policyholders like a member of your team, handles the routine calls end to end, and warm-transfers to a person the moment a customer wants one. Another rep working your book, without another seat to fill.
Save on staffing · free your team's hours · grow your book
Insurance service calls are the clearest case there is: the same conversations, over and over, that cost real money and quietly wear down the people stuck making them.
One script, one purpose, dialed down a list that never really ends.
Your team didn't sign on to leave the same voicemail forty times an afternoon.
You're paying trained, licensed people to do unskilled, repetitive busywork.
Predictable, high-volume, low-nuance — exactly what ORCA is built for.
Press play.
Good morning — this is Sarah calling from the Riverside Insurance office. Just so you know, this call's recorded for quality and compliance purposes. Am I speaking with David?
Yeah, this is David.
Thanks, David. I'm calling because there's a balance due on your account. I can connect you with the office to take care of it now, or you can call back later — whatever's easiest.
Actually, can you connect me now?
Of course. Connecting you now — one moment.
ORCA briefs your rep before David is connected: "David Chen, existing policyholder, balance due on his account, ready to pay by phone now. Putting him through."
A fully loaded CSR costs far more than salary. ORCA is a fraction.
Every week your team stops spending working a call list by hand.
Reps freed to quote, cross-sell, and keep the customers you already have.
Pick a plan by how many calls you make a month. Everything else is included.
One-time setup $1,500 per agency, including your first call workflow.
Add more from the workflow menu for $299 each, or a custom workflow quoted to fit.
Add-ons: extra office number $49/mo · additional 250-call block $99/mo
Hiring a rep isn't a wage, it's a fully loaded seat: payroll taxes, health and retirement, workers' comp, and the desk, phone, and software to seat them. Every agency's number is different, but the shape is always the same — salary is only a slice, and all of it disappears with ORCA.
A CSR's true cost varies by agency and market, but salary is only part of it — payroll taxes, benefits, workers' comp, and overhead add well beyond the wage. ORCA is a flat $699/mo (Professional), plus a one-time $1,500 setup.
It runs prebuilt call workflows for the jobs insurance offices repeat most — payment reminders, renewal check-ins, document chases, autopay enrollment, win-backs, appointment confirmations. Your first workflow is included in setup, you can add more from the menu, and if you need something specific to your office we'll build a custom workflow for it.
Yes to both. Natural voice, real back-and-forth, and a warm transfer to your office — with your rep briefed first — whenever the customer wants one. If asked, it's honest that it's an AI.
No. We set up a dedicated calling line for your office, and callbacks to it forward straight to your front desk — so customers see one consistent number and your team answers on the phones they already use. Nothing to buy, nothing to install.
A short one-time setup of your line and script, then your team drops a call list in and presses go. Most offices are live within days.
Fifteen minutes. We'll dial your own phone so you hear it work, then size it against your real call list.