Callback Software for Insurance Brokers
— Connect Leads in 28 Seconds
Insurance leads go cold in minutes. Policy enquiries expect instant response. LimeCall connects your website visitors to the right broker in 28 seconds — FCA-compliant, 24/7.
★ FCA-Compliant Call Recording · Trusted by insurance brokers in 40+ countries · No setup fee
- 78%
- Of insurance leads choose the first broker to call back
- 28s
- LimeCall callback vs 6-hour industry average
- 4×
- More policies quoted vs email-only follow-up
- $2,400
- Avg policy value — every lead counts
⚠️ Insurance Leads Don't Wait
A customer enquired about public liability cover at 7pm. Without LimeCall, they bought from a competitor by 9am. Insurance prospects compare multiple brokers simultaneously — whoever calls first earns the relationship. The average broker responds in 6 hours. LimeCall responds in 28 seconds.
How LimeCall Works for Insurance Brokers
Prospect Visits Your Policy Page
LimeCall widget appears on key pages — get a quote, contact us, product pages for life, home, motor, or commercial cover.
Prospect Requests Instant Callback
Enters their number; LimeCall routes to the right specialist by product type, postcode, or available broker.
Connected to Broker in 28 Seconds
Broker greets the prospect while they are still on your website and actively comparing — close the quote before they look elsewhere.
Built for Insurance Brokers & IFAs
FCA-Compliant Call Recording
All calls recorded and stored to FCA standards. Configurable retention periods, full audit trail, and encrypted storage for regulatory compliance.
Lead Routing by Product Type
Route enquiries to the right specialist automatically — life, home, motor, or commercial insurance — based on the page the prospect visited.
After-Hours Quote Capture
Prospects requesting quotes outside business hours are queued and called back first thing. No lead lost to out-of-hours silence.
Virtual Numbers for Local Presence
Use local UK or international virtual numbers so prospects see a familiar area code — improving answer rates and trust.
CRM Sync to Applied & Salesforce
Every callback automatically logged in Applied Epic, Salesforce, or your CRM of choice — prospect name, number, product interest, and call outcome.
Click-to-WhatsApp for Document Sharing
After the call, trigger a WhatsApp message so clients can securely share documents, IDs, and policy details without friction.
Insurance Use Cases
New Policy Enquiries
Website visitor → right product specialist in 28s → quote provided on the call while prospect is still comparing.
Renewal Retention Calls
Proactive callback queue for renewals due in 30 days — retain clients before they shop around.
Claims First Notice
Claims page → broker connected immediately → first notice of loss taken on the call with full recording.
Cross-Sell Appointments
Existing client portal → trigger callback opportunity → cross-sell home, life, or commercial cover on the call.
"We went from 12% enquiry-to-policy rate to 34% in 60 days. LimeCall connects our brokers to prospects while they're still comparing quotes online. The FCA-compliant recording meant our compliance team signed off on deployment immediately."
LimeCall vs. Other Insurance Lead Contact Methods
| Feature | LimeCall | Phone Only | Email Follow-Up | Live Chat |
|---|---|---|---|---|
| Response time | 28 seconds | Rep availability | 2–24 hours | Agent dependent |
| FCA call recording | ✅ Automatic | ⚠️ Manual setup | ❌ Not applicable | ❌ No voice |
| After-hours capture | ✅ Queue + AM callback | ❌ Missed | ✅ Email stored | ❌ No agent |
| Product-type routing | ✅ Automatic | ⚠️ Manual | ❌ None | ⚠️ Manual |
| CRM auto-logging | ✅ Every call | ⚠️ Manual entry | ⚠️ Partial | ⚠️ Text only |
| Conversion rate | 🟢 34%+ reported | 🟡 12–18% | 🔴 Low (slow) | 🟡 Medium |
Integrates with Applied Epic, Salesforce & More
LimeCall connects to Applied Epic, Salesforce, HubSpot, and 1,000+ tools via Zapier. Every callback is automatically logged — prospect name, number, product interest, call duration, and outcome notes — keeping your pipeline current without manual data entry. Setup takes under 5 minutes.
View all integrations →FCA-Ready by Design
Encrypted Call Recording
All calls recorded and encrypted in transit and at rest using AES-256. Full audit trail available for FCA review at any time.
Configurable Retention
Set retention periods to match FCA requirements (minimum 5 years for regulated firms). Export or delete recordings on request.
Data Processing Agreements
We sign DPAs with all insurance customers as standard. GDPR-compliant data handling with clearly defined controller/processor responsibilities.
LimeCall is trusted by insurance brokers and IFAs across 40+ countries. Read our compliance documentation →
Frequently Asked Questions
Is LimeCall compliant with FCA requirements for call recording? ▾
Yes. LimeCall records and stores all calls in line with FCA requirements for regulated firms. Recordings are encrypted at rest and in transit, with configurable retention periods and full audit logs available on demand. We sign Data Processing Agreements (DPAs) with all insurance customers as standard.
How long are call recordings stored? ▾
Call recording retention periods are fully configurable in LimeCall. For FCA-regulated insurance firms, the standard requirement is a minimum of 5 years. You can set your retention period to match your compliance obligations, and recordings can be exported or deleted on request with a full audit trail.
What happens to insurance enquiries outside office hours? ▾
After-hours enquiries are captured in LimeCall's callback queue. At the start of the next business day, your brokers see a prioritised list and can work through callbacks systematically. You can also configure emergency routing to an on-call line for urgent claims or time-sensitive enquiries.
How much does LimeCall cost for insurance brokers? ▾
LimeCall plans start from $35/month. Insurance brokers typically see a return on investment within the first week — a single additional policy conversion often covers several months of subscription cost. A 14-day free trial is available with no credit card required.
How quickly can our brokerage go live with LimeCall? ▾
Most insurance brokerages are live within 5 minutes. Add the LimeCall widget to your website, configure your routing rules by product type, and the system is active immediately. No IT team or developer is required. Full onboarding support is included for all insurance customers.
Which CRMs and insurance platforms does LimeCall integrate with? ▾
LimeCall integrates directly with Salesforce, HubSpot, and Applied Epic, as well as 1,000+ tools via Zapier. Every callback is automatically logged with prospect name, contact number, product interest, call duration, and outcome notes — keeping your pipeline fully up to date.
Stop Losing Insurance Leads to Faster Brokers
14-day free trial · FCA-compliant recording · No setup fee
Try Free — 14 Days →No credit card required · Cancel anytime · Full onboarding support