Solutions · Insurance

The policy is sold on the phone. See the phone.

An insurance call carries everything the business cares about — the caller's state, their consent, whether they qualified, what was quoted. Most operations sample a few of those calls and hope the rest match. Moja reads all of them.

The friction → the response

Three places insurance call operations lose money or sleep, and what answers each.

  1. 01

    Qualification lives in the conversation, not the fields — and you find out about unqualified traffic weeks later, from buyer complaints.

    Define the questions that decide a qualified insurance call — did the caller qualify, was a quote given, was the caller shopping for themselves — and QAI answers them from every conversation, then rolls the results up by publisher, campaign, and buyer. A source sending unqualified callers shows up in days of data, not a month of disputes.

    Pulse QAI →
  2. 02

    Geography is a rule, not a preference.

    Coverage and licensing differ by state, so routing has to respect the map. Inbound RTB requests carry the caller's geography and support state-level targeting, and every request keeps its full lifecycle log — so where a call was allowed to go, and where it went, are both on the record.

    RTB & Real-Time Bidding →
  3. 03

    Provenance questions deserve better answers than “a publisher.”

    Every call is matched to its session by one of three attribution methods, each with a confidence score, and the ad-click parameters are captured alongside. The record shows a timeline from number allocation to page visit to call — so when a carrier or buyer asks where a caller came from, the answer is specific.

    Call Tracking →

The workflow to evaluate

One insurance call, end to end.

Follow a single call through the vertical's core job: the caller attributed to their source, the route respecting state rules, and the analysis answering the questions underwriting and compliance actually ask — from the transcript, not from memory.

A workflow overview—not a customer result. Walk through the applicable configuration with the team.

The capabilities behind it

What an insurance call operation runs on Moja — each capability links to its full mechanics.

Accountability

Consent, stated and stored.

Define the consent and disclosure questions once; QAI answers them from every recorded call, transcript attached. RTB requests keep their full parameter logs, and every call carries its attribution timeline. When the question comes — from a carrier, a buyer, or a regulator — the evidence is a lookup, not an archaeology project.

Review trust & handling →