Improve Your Client Call Connections

Share This TechTip

Are you having trouble reaching your client via phone? The days of landlines are almost over, as most people have replaced their old home landlines with mobile phones.

You may remember that Apple implemented a new iOS feature in 2019 called “silence unknown callers.” Android users also have the ability to “block calls from unidentified callers.” If your client uses a cell phone as their primary method of communication, that may be what’s preventing you from reaching them.

Here is what it looks like on my iPhone:

Fortunately, there are two steps you can follow to help overcome this feature and allow you to reach your clients by phone:

  • Create a name/number association. If you know your client has a mobile number, text them your contact card (with your picture) and ask them to add it to their phone contact list. When you do call, your name and picture will show on their phone. Make sure to include the phone number your phone system uses for outbound calls.
  • Get the client to reply to you via text message. This helps their phone understand that you are a trusted caller.

When you accomplish these two things, your calls will ring their cell phone, even if they have the setting turned on.

A more significant win is to send them a pre-call text message (such as “Hey, I have a question and will be calling you in a few minutes”) before you call so they know to expect the call and why you are calling.

With the increase in the amount of spam phone calls we are receiving, anything you can do to let your client know it’s you calling will increase the times you can connect with them.

Steve Anderson

Steve Anderson

Often revered as the insurance industry tech guru or the Godfather of Insurtech, Steve Anderson is practically synonymous with innovation. He spent over 22 years as president of The Anderson Network – an authority on insurance agency productivity, technology, and profits – and has served on various boards and committees for IIABA and Big I NY. He’s also the author of the international best-selling book “The Bezos Letters” where he examines “14 Principals to Grow Your Business Like Amazon.”

More TechTips To Explore

Get Access to Catalyit

Subscribe To Our Newsletter

Get updates and learn from the best

Sincere Thanks to our Founding, Platinum, & Premium Solution Providers. These companies really 'get it.'

‹ Back to Blog

Forgot Password?


Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.