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People in the financial industry like accountants, financial managers, stock brokers, insurers and others understand that talking to clients on the phone is a significant part of every day’s work. However, time spent on the phone can be disruptive and fragmenting. Being able to rely on someone else to field calls and route the urgent ones to you while taking messages that you can attend to later allows you to concentrate on the tasks at hand and be able to finish chunks of work without being interrupted. Whether you have a large or small company or practice, Office Sense can help by answering calls, fielding common questions, routing calls appropriately, taking messages and handling urgent calls according to the protocols that you specified.

For more on how an answering service can benefit your business, download our benefits sheet below

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Call Routing and Transfer

When all your calls are vital to your business, you want to ensure that each one is handled properly. During our initial meeting, we’ll talk about exactly how you’d like your calls answered as well as how we’ll route them to the proper staff. For instance, you might want all the calls from certain clients to go to your phone while other clients can be routed to other staff members depending on urgency. We’ll be able to prioritize and route calls directly to the right staff members based on your guidelines.

Complete Office Solutions

Financial companies often have clients call to ask specific questions about their money or find out how the process works in terms of stock brokers or insurance advisers. With all the questions a client can ask, we’ll be able to handle what questions to answer, what questions to defer to certain staff members as well as make appointments and take messages, so someone can call the person back later. When you have Office Sense operators working on behalf of your company, it’s like having a partner in your firm who is just as concerned with your success as you are. Call Office Sense now to find out how we can assist your financial business with its daily operations, routing calls to the right staff members or performing certain tasks based on your needs.

Some of the Businesses in the Financial Sector that We Serve:


  • My experience with Office Sense and the whole staff has been exceptional. We have an online subscription business model, in a “card not present environment” we have hundreds of transactions daily that flow through our system. Not only does Office Sense offer our members excellent customer service they have minimized our chargebacks and put more money back in our business. Thank you to the entire staff!

    Salima S.
    Salima S.
  • We never imagined that using an answering service could be so good for business. We’ve been able to grow month over month while at the same time increasing customer satisfaction. You are truly a partner that we can grow with. Starry Road Catering.

    Louise H.
    Louise H.
  • Office Sense has truly transformed my work-life. As a real estate agent, I now have more time for my clients and myself because Office Sense takes care of appointment scheduling, message taking and lead qualification while I get to focus on my current and “good fit” potential clients.

    Christina S.
    Christina S.

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