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For CPAs & insurance agencies · 30 Plus Years in businessCPA & insurance answering service: tax season and storm claims, answered live
An answering service for accountants and insurance agencies picks up overflow and after-hours calls in your office name, takes each client's message or claim details, and delivers it to the right person.
Accounting firms get buried in calls from January to April, and insurance agencies get a flood of claim calls after every storm.
- Family owned and operated
- Live US-based, English-speaking agents 24/7/365
- Urgent calls sent to your on-call person
- Fully disaster prepared
- Billed in 6-second increments
It's April and your office lives on coffee. Clients are dropping off shoeboxes of receipts, a partner is buried in extensions, and a storm last night has every policyholder in town calling about claims. THE PHONES KEEP RINGING, and every unanswered call is a client who wonders if you're still on their side.
What you get
Seasonal overflow
Extra calls in peak weeks answered by real people.
Claims calls captured
Policyholder, policy number and loss details taken per your script.
Routed to the right person
Messages reach the preparer or agent the client works with.
24/7/365
After-hours and weekend coverage.
English-speaking, US-based team
Professional agents who protect your reputation.
What our agents gather
You write the checklist; we follow it. A typical accounting & insurance call captures:
- Client name and contact
- Existing client or new
- Reason for the call
- Policy or account reference, if you ask for it
- Best time to call back
Accounting & insurance answering FAQ
Can I use Dena's only during tax season?
There are no contracts. Start when you need us and cancel with 30 days' notice by email.
Can you take first notice of a claim?
Yes. We gather the details you list and send them to your agency right away.
What does it cost for an accounting or insurance office?
Plans start at $86 per 28 days. Change packages with 7 days' notice before your next cycle.
Can you handle overflow while staff are with clients?
Yes. Calls not answered by the 3rd ring roll to a live agent, who emails the message to your office.
Are your agents US-based?
Yes. All agents are US-based and English-speaking.
Do you work with agencies in other states?
Yes. We serve clients in all 50 states from our headquarters in Estero, Florida.
First impressions don't leave voicemails.
Detailed messages, delivered to you. Contact us today and get an answer today.