Filed Under:Agent Broker, Agency Technology

eAgent/Vocalocity Integration Adds Flexibility, Better Customer Database Management for Insurance Agents

eAgent, an online insurance agency and document management system, has partnered with Voice over Internet Protocol provider Vocalocity to provide enhanced VoIP services to insurance agents.

Powered by eBridge, a hosted document management solutions provider, eAgent integrates with a number of VoIP providers to streamline agencies’ interaction with their customer databases. Vocalocity identifies an incoming caller, triggering eAgent to pull up that caller’s record if they are in the agent’s eAgent database.

“Our partnership with Vocalocity falls in line with our mission to provide top-notch agency management solutions to insurance agencies both large and small,” says Mariano Reis, eBridge’s vice president of sales. “We’ve received tons of feedback that our VoIP services help agencies cut down on errors and better track customer and prospect communication. Offering integration through multiple VoIP providers gives our clients options and the opportunity to select the service that best works for them.”

This tiered service allows agents to work from anywhere and manage their office remotely. Each of its cloud-based phone system packages includes a free plug-in to help customers integrate their phone system with eAgent, giving them quicker and easier access to client information. The provider also offers custom packages.

"Cloud computing and VoIP communications create the perfect platform to take your office anywhere and maintain the level of service customers expect from a large enterprise," says Kyle Johnson, vice president of sales at Vocalocity. "eAgent integrated with Vocalocity’s hosted PBX services gives insurance agents the knowledge they need to communicate effectively and efficiently in a highly competitive space."

 

NAPSLO 2016

 

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