Every dial carries compliance risk
At insurance call volumes, one gap in TCPA, DNC, or recording consent is a real exposure. Manual processes do not scale safely.
Revenue.io / Insurance
From first inquiry to the next conversation.
Give insurance sales teams a connected Salesforce workflow for calling, lead response, conversation guidance, and follow-up.
Agents · Producers · Sales operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextCoverage inquiry
Agents · Producers · Sales operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationConnect with the assigned producer
↓Context informs the next action
03 / Keep the work movingCarry the context into follow-up
The work between conversations
Make the handoffs as strong as the pitch.
Your team needs more than another tool. It needs a clearer connection between customer context, the conversation, and what happens next.
Leads go cold in minutes
Shared and aggregator leads reward the fastest caller. Slow routing and manual follow-up hand the policy to a competitor.
Auditing calls does not scale
Reviewing calls for disclosures and script adherence by hand covers only a fraction of the volume. Quality and compliance slip.
See the connection
One workflow.
More useful context.
Explore how Revenue.io can connect the work your team does with the Salesforce records it already trusts.
Respond to inquiries.
Use configured routing to connect a new inquiry with the right producer and the context available in Salesforce.
Explore the capabilityWorkflow example Illustrative
Context
Coverage inquiry
Start with the relevant Salesforce customer record.
Team action
Respond to inquiries
Use configured routing to connect a new inquiry with the right producer and the context available in Salesforce.
Carry the context into follow-up
Your team defines the workflow and review criteria.
Work the call list.
Work through Salesforce calling lists with supported dialing modes and capture activity against customer records.
Explore the capabilityWorkflow example Illustrative
Context
Coverage inquiry
Start with the relevant Salesforce customer record.
Team action
Work the call list
Work through Salesforce calling lists with supported dialing modes and capture activity against customer records.
Carry the context into follow-up
Your team defines the workflow and review criteria.
Guide your producers.
Surface configured talk tracks and reminders with Moments during supported calls, so producers can find relevant guidance.
Explore the capabilityWorkflow example Illustrative
Context
Coverage inquiry
Start with the relevant Salesforce customer record.
Team action
Guide your producers
Surface configured talk tracks and reminders with Moments during supported calls, so producers can find relevant guidance.
Carry the context into follow-up
Your team defines the workflow and review criteria.
Review and follow up.
Review qualifying conversations, coach against your criteria, and keep summaries and next steps available for the next interaction.
Explore the capabilityWorkflow example Illustrative
Context
Coverage inquiry
Start with the relevant Salesforce customer record.
Team action
Review and follow up
Review qualifying conversations, coach against your criteria, and keep summaries and next steps available for the next interaction.
Carry the context into follow-up
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect insurance sales activity with customer records, configured guidance, and conversation evidence. Define how your team captures, reviews, and uses that context.
See the Salesforce advantageMap the customer context
Review the Salesforce objects, field values, ownership, and activity association your workflow needs.
Define the review process
Choose the connected channels, conversation criteria, recording settings, and access your team will use.
Plan the rollout
Confirm product licenses, configuration, adoption goals, and the reports your leaders will use.
From a customer
Hear it from the teams doing the work.
Hear how a customer describes the work, in their own words.
Explore customer stories“Conversation AI really takes auditing calls to another level. Being able to jump into a transcript and tag the agent at a specific spot for training saves so much time. No more wasted time, straight to the spot you need.”
Jessica McCadden
Business Development Manager, Insurica
Explore the platform
Go deeper on the workflow.
Explore the product capabilities, review package fit, and bring your Salesforce process to the demo.
The product workflow
See how Revenue.io connects calls, conversations, and next actions.
Explore the platformYour package requirements
Compare plans against the capabilities and configuration your team needs.
Review pricingSecurity and data handling
Review the available security materials with your operations and security teams.
Explore securityYour questions
A closer look at the fit.
How does Revenue.io support insurance teams using Salesforce?
Give insurance sales teams a connected Salesforce workflow for calling, lead response, conversation guidance, and follow-up.
Can we use our existing Salesforce workflow?
Salesforce provides the customer and opportunity context. Review your objects, fields, ownership rules, and activity association during evaluation, then configure supported workflows around your process.
Which conversations can our team review?
Supported call and meeting channels can provide recordings, transcripts, summaries, and scorecards for qualifying conversations. Availability depends on the products, channels, permissions, and settings you enable.
What should we review before rollout?
Confirm product access, connected channels, user permissions, recording and data-handling settings, field mappings, and reporting needs. Your team should review the configuration against its own business requirements.
How should we evaluate package fit?
Bring a representative customer workflow to the demo. Compare the capabilities, configuration, and package requirements needed to connect its steps, then review pricing with those requirements in mind.
Built around your team
Bring your workflow.
See what comes next.
Show us how your insurance team works. We’ll walk through how Revenue.io can connect the conversation, Salesforce context, and the next action.
- Review a representative customer workflow.
- Explore the capabilities and configuration you need.
- Discuss rollout and package fit.