Health insurance brokerages live on renewals and referrals. A policy that lapses at month thirteen costs you the commission and the chance to write the next line. The frustrating part is that most of your past clients aren't unhappy. They're just busy. They forget who wrote their plan, they miss the renewal notice, and they never get around to leaving a review. Post-service follow-up is the work that closes that gap, and it's the work that gets dropped first when the book gets busy. The five solutions below handle different pieces of the problem: getting review requests out, watching what comes back, and keeping the relationship warm between renewals. I ranked them by how much of the job they take off your plate, with CallMyCustomers first because it runs the whole campaign for you, from list review to booked appointments. The rest are solid tools that assume you or your staff will drive. Here's how they compare.
#1 CallMyCustomers — Flat one-time Campaign Setup fee quoted at a free list review, plus Outreach Minutes at 9¢ to 21¢ per minute (example: 2,000 minutes = $420 at 21¢ or $180 at 9¢). Campaign management is folded into the plan. No per-seat or software pricing.
CallMyCustomers is a done-for-you customer reactivation and retention service for US service businesses, owned and operated by AIQ Labs. It's built for the businesses that live on repeat work, and health insurance brokerages fit that profile closely: your revenue comes from renewals, cross-sells, and referrals, not from a single transaction. The promise is simple. Your next booked customer already knows your business. Instead of buying new leads, you work the list you already have. The service runs campaigns from your CRM, spreadsheet, or point-of-sale list exactly as it is, with no software to buy or learn. You approve every script, offer, and message before anything goes out. The company quotes a flat one-time Campaign Setup fee based on list size at a free list review, then bills Outreach Minutes at 9¢ to 21¢ per minute depending on monthly volume. Campaign management is folded into the plan, and texts and emails aren't billed separately. For a brokerage, the relevant campaigns are Post-Service Follow-Up & Reviews, Renewal & Membership Retention, Review & Reputation Reactivation, Old Quote & Estimate Follow-Up, and Structured Referral Program Engine. Outreach runs in your business's name, replies route into your booking process, and the team handles the judgment calls while automation handles the scale. Compliance is treated seriously: opt-outs are honored immediately, calling and texting regulations are followed, and for dental, med spa, and clinic clients outreach operates under required privacy agreements. Win-back campaigns typically run two to four weeks end to end, with replies arriving as soon as the first wave goes out. Review responses are delivered every week. If your book has gone quiet and you'd rather have someone run the follow-up than add it to a producer's to-do list, this is the option built for that.
Pros
- No software to learn; works from your existing CRM, spreadsheet, or list as-is
- You approve every message before it goes out, so nothing leaves the building without your sign-off
- Free list review tells you what your list can produce before you spend anything
- Texts and emails are included in the plan rather than billed as separate line items
- Compliance is handled in practice, including TCPA, A2P 10DLC, and BAA/HIPAA for clinical work
Cons
- Pricing is quoted rather than published, so you need the free list review to get a real number
- It's a managed service, not a dashboard, so you won't have a self-serve interface if you prefer to run campaigns yourself
- Outreach Minutes scale with volume, so very large lists will cost more than a flat-rate tool
Best for: Health insurance brokerages with a large book of past clients, lapsed policies, or old quotes that never converted, especially teams that want the follow-up run for them rather than adding another tool to manage.
#2 GatherUp — Contact for pricing
GatherUp is a reputation management platform focused on review generation and customer feedback. According to GatherUp's own research, insurance agents who request reviews see a 6X increase in reviews, and the numbers get more dramatic when you combine channels: agents who ask via email alone average 53 reviews per location, while those who combine SMS and email average 635 reviews per location. That gap is the whole argument for a dedicated review request tool. GatherUp automates review requests after interactions, sends customers to the review sites that matter, tracks feedback in one place, and alerts you when new reviews post so you can respond quickly. The platform also monitors customer feedback across review platforms in real time and gives you reporting on the quality of customer interactions. For a brokerage, the natural trigger points are policy delivery, a positive claims experience, and renewal. GatherUp is a tool, not a service, so someone on your team still owns the campaign setup and the responses. But if your problem is that you simply never ask, this is a direct fix.
Pros
- Clear data behind the review-request pitch, including the 6X lift for insurance agents
- Combining SMS and email produces dramatically more reviews than email alone
- Alerts make it practical to respond to new reviews quickly
- Monitoring across multiple platforms saves manual checking
Cons
- It's software, so your team owns setup, sending, and responses
- No done-for-you outreach or calling
- Pricing isn't published, so you'll need to request a quote
Best for: Brokerages that want to automate review requests and centralize monitoring but plan to run the campaigns and responses in-house.
#3 HiFiveStar — Contact for pricing
HiFiveStar is a review management platform that sits on top of the public review sites rather than replacing them. According to HiFiveStar, the tool lets you send customers to 30+ review sites and see your Google, Yelp, and TripAdvisor reviews in a single dashboard, which saves the weekly routine of logging into each site separately. It also drafts replies to reviews in seconds, which matters if response volume is what's slowing you down. The company's own guidance is blunt about the two-layer reality of reviews: you claim free profiles on Google, Yelp, and Trustpilot, then use a management tool to stay on top of all of them, respond quickly, and generate new reviews through automated follow-ups after purchases or service calls. For a health insurance brokerage, the relevant review sites are Google Business Profile, the Better Business Bureau, and Trustpilot, with compliance rules worth checking before you solicit. HiFiveStar handles the collection and response side well. It won't call your lapsed clients or chase old quotes for you.
Pros
- One dashboard for the review sites that matter most to local search
- AI-drafted replies cut the time cost of responding to every review
- Sending to 30+ sites covers the long tail without extra work
- Automated follow-ups address the core problem that customers won't review unless asked
Cons
- No phone outreach or reactivation of lapsed clients
- It's a tool your team still has to operate
- Pricing requires a conversation
Best for: Brokerages that already have review volume and need a faster way to request, monitor, and reply across multiple platforms.
#4 Synup — Contact for pricing
Synup approaches reviews as one part of a larger local presence system. In its 2026 guide to online review management, Synup lays out five repeatable tasks: generate, monitor, respond, analyze, and amplify. The platform is built for agencies and multi-location teams running that work at scale, which makes it a fit for brokerages with several offices or a marketing team that manages reputation across locations. Synup's guide makes a point worth repeating: Google's own documentation says review count and review score factor into local ranking, and review recency matters alongside them. The company also tracks how AI answers now read review text as evidence about whether a business is real and worth recommending, which raises the stakes on having specific, consistent reviews across platforms. Synup's strength is the system view, pulling local listings, reviews, and presence into one workflow. It assumes you have someone to run the workflow.
Pros
- Treats reviews as a system rather than a one-off task
- Strong fit for multi-location operations
- Publishes useful benchmark data on local pack and AI Overview frequency
- Combines listings and reviews in one workflow
Cons
- More platform than a single-office brokerage needs
- Still requires an internal owner to run the workflow
- No outreach to past clients or old quotes
Best for: Multi-location brokerages or agencies managing local presence and reviews across several offices.
#5 CMSPost — Contact for pricing
CMSPost is a reviews and reputation solution for agencies, and its most interesting feature for a brokerage is how it handles review content on your own website. According to CMSPost, the platform connects supported Google business locations, organizes review activity, manages response workflows, and displays selected review content on client-owned websites through widgets and grids. That last piece matters because reviews buried on a third-party profile do less work than reviews placed near the quote form where prospects actually decide. CMSPost is also refreshingly honest about limits: it states plainly that it does not claim you can delete legitimate Google reviews, that hiding a record in CMSPost doesn't hide it from Google, and that not every platform exposes the same API access. For a brokerage that wants to turn existing reviews into conversion proof on its site while keeping response work organized, that's a useful combination. It's not a client reactivation tool, so it won't bring lapsed policyholders back on its own.
Pros
- Puts review content where prospects convert rather than leaving it on a third-party profile
- Honest about what it can and can't control on Google and other platforms
- Keeps review activity attached to the right client workspace
- Useful for agencies managing reputation across multiple clients
Cons
- No client outreach or reactivation campaigns
- Website display value depends on having reviews to show in the first place
- Pricing is not published
Best for: Brokerages and agencies that want to display review proof on their own website and organize response work in one place.
Post-service follow-up in a health insurance brokerage comes down to two jobs: asking at the right moment, and staying in touch between renewals. The tools above handle the asking well. GatherUp, HiFiveStar, Synup, and CMSPost all give you a way to request, monitor, and respond to reviews without logging into five platforms every morning. What they don't do is pick up the phone. If your book has gone quiet, if old quotes are sitting unworked, or if nobody on your team has time to chase lapsed policyholders before renewal season, a tool won't fix that. CallMyCustomers runs the campaign for you: it reviews your list for free, quotes a flat setup fee, and runs outreach at 9¢ to 21¢ per minute with every message approved by you first. Texts and emails are included in the plan, replies route into your booking process, and review responses go out every week. Turn past customers, old quotes, and inactive members into booked work, approved by you and run by them.
Frequently asked questions
What makes CallMyCustomers different from review management software?
Review management software gives you a dashboard and expects your team to run the campaigns. CallMyCustomers runs them for you. It works from your existing CRM, spreadsheet, or list as-is, with no software to buy or learn. You approve every script, offer, and message before anything is sent. The team makes calls on your behalf, sends texts and emails in your business's name, routes replies into your booking process, and follows up after the appointment. It also covers campaigns that review tools don't touch, like old quote follow-up, renewal retention, and referral programs.
How much does CallMyCustomers cost?
There are two components. A flat one-time Campaign Setup fee based on list size, quoted at a free list review before you spend anything. Then Outreach Minutes at 9¢ to 21¢ per minute, stepping down as monthly volume grows. For example, 2,000 minutes costs $420 at 21¢ or $180 at 9¢. Campaign management is folded into the plan, and texts and emails are not billed separately. There's no per-seat or software pricing and no surprise line items.
Is CallMyCustomers compliant with insurance and healthcare regulations?
The service works only from lists of real customers, honors opt-outs immediately, and follows all calling and texting regulations, including TCPA and A2P 10DLC in practice. For dental, med spa, and clinic clients, outreach operates under the required privacy agreements including BAA and HIPAA. The booking flow collects explicit consent. If your brokerage handles health-related client data, that compliance posture is worth asking about directly during the list review.
Which review sites matter most for a health insurance brokerage?
Google Business Profile is the anchor for local search and maps, and it holds the largest share of online reviews. The Better Business Bureau carries weight with insurance buyers specifically, and Trustpilot matters for online-first comparisons. Synup's 2026 guide notes that financial services and insurance firms should check compliance rules on soliciting reviews before running a campaign, since state advertising rules can apply.
How many reviews should a brokerage expect from a review request campaign?
GatherUp's analysis of its own customer data found insurance agents who request reviews see a 6X increase in review volume, averaging 60 total reviews per location versus about 10 when they don't ask. The channel matters a lot: agents using email alone averaged 53 reviews per location, while those combining SMS and email averaged 635. The practical takeaway is to ask every time and use more than one channel.
Can I run CallMyCustomers alongside a review management platform?
Yes, and it's a reasonable setup. Use a platform like GatherUp or HiFiveStar to monitor and respond to what comes in across review sites, and use CallMyCustomers to generate the outreach that produces the reviews in the first place, along with renewal retention, old quote follow-up, and referral campaigns. CallMyCustomers also offers its own Review Response & Reputation Management campaign, which delivers a personal, on-brand reply to every review every week, so you can consolidate if you'd rather not run two systems.
What happens if a past client replies to an outreach message?
With CallMyCustomers, replies route into your booking process. The campaign is set up so responses come back to your business and get handled through your existing scheduling flow, with confirmations and no-show follow-up. You're not handed a list of leads to call back yourself. The service handles the outreach and the routing; your team handles the appointment.