🏥 SwiftDesk for Health Insurance

From Leads to Site Visits — SwiftDesk Helps You Close Deals Faster.

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Helping health insurers build trust, ensure timely renewals, and deliver superior policyholder communication.

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The Problem

Leads from Meta, Google, or portals go unverified or delayed.

Missed or uncoordinated site visits cause revenue loss.

Inconsistent follow-ups post-inquiry or post-visit.

Unverified or incomplete policy applications.

Delayed onboarding calls reducing buyer confidence.

Missed renewal and premium payment reminders.

Manual claim follow-ups and feedback collection.

Lack of centralized visibility for managers and partners.

SwiftDesk Solution

SwiftDesk delivers a fully managed voice operations layer that ensures every policyholder is verified, guided, and reminded on time — across the entire policy lifecycle.

SwiftDesk Delivers:

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Lead verification and customer onboarding.

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Renewal and premium payment reminders.

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Claim follow-up and feedback collection.

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Real-time AI QA and script compliance.

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Encrypted, compliant call handling for sensitive health data.

Core Service & Use-Case

Service / Use Case	Description
Smart Lead Filtering	Verify leads from aggregators, partners, or landing pages.
Appointment Scheduling	Confirm site visits and assign to project sales reps.
Event Reminder	Notify customers about renewal or document submission deadlines.
Follow-Up & Reactivation	Reconnect with incomplete or pending policy applications.
Feedback Collection	Collect satisfaction post-claim or customer support.
Onboarding Calls	Welcome new policyholders and explain plan inclusions.

Key Benefits

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3× faster lead verification turnaround.

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50% increase in policy renewal retention.

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40% faster claim coordination response.

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100% QA coverage across sensitive calls.

Frequently Asked Questions (FAQs)

General Questions

What is SwiftDesk?
SwiftDesk is an outbound calling solution that provides trained telecallers for businesses. You provide the data, and we call on your behalf to qualify leads and deliver interested users.

Do you provide lead data?
No, we do not provide lead data. You must arrange the data, and we will handle the calling process.

Do you help in sales conversion or closing deals?
No, we only qualify leads and provide interested users. The sales and closing part remains your responsibility.

What do I need to do after providing the data?
You just need to provide the data. We handle everything else – training callers, creating scripts, and making calls. You can track everything through your portal.

Calling & Process Related

How many calls per day do you provide?
We provide 200 calls per day per seat.

Do "No Answer," "Follow-up," and "Answered Calls" count in 200 calls?
Yes, all call attempts, including no answer, follow-ups, and answered calls, are counted within the 200 calls limit.

Can I run campaigns for 2-3 different products at the same time?
Yes, you can run campaigns for multiple products simultaneously.

If a lead is contacted once, will it be called again?
Yes, you can decide how many times a lead should be contacted.

In which languages are your callers available?
Currently, we have callers available in Hindi and English.

Tracking & Quality Assurance

Can I track my data after submitting it?
Yes, we provide a personal portal where you can track your data, view call status, and monitor lead performance in real-time.

How will I know what the caller and customer discussed?
Every call is recorded, and you can access call recordings in your portal.

What is the experience level of your callers?
Our callers have 1+ years of experience in outbound calling.

How do you ensure call quality?
We use real-time monitoring, call audits, and recording analysis to maintain high-quality calling standards.

Technical & Platform Integration

How can I upload leads?
You can add data in three ways:
1️⃣ CSV Upload
2️⃣ Meta Ads Integration
3️⃣ API Connection

Does SwiftDesk integrate with CRM systems?
Currently, we support outbound API integration with Google Sheets and LeadSquare.