Integrating your phone and agency management systems boosts both platforms. For client calls, you can instantly access contact info and NextAgency records. When in NextAgency, just click the phone number to place a call. Of course, you need the right platforms: NextAgency for your agency management system, and Intulse for your VOIP phone system. Experience the power of a custom integration between the two that offers:
- Click-to-Call: Place phone calls from within NextAgency using click-to-call buttons on any phone number, saving time and improving call efficiency.
- Click-to-Text: Send texts from within NextAgency using click-to-text buttons on any phone number.
- View Call History: Log calls with detailed notes, including a full call recording file with one click. You can then view a log of all calls made or received by your staff. This log includes the date, time, duration and call recording file (optional) of every call. If you sell Medicare plans, capturing these recordings is critical to comply with federal requirements
- View Texting History: All text exchanges made by your staff will appear in NextAgency on a person’s profile. This is a powerful feature to help protect your team should any questions arise around appropriate use of messaging.
- Contacts Activities Access: Quickly add any call notes to a person during the call and they will show up in the NextAgency contact record’s call log.
- Pop-up Alerts with Profiles: Incoming calls trigger a toast notification to open the caller’s profile in NextAgency BEFORE you answer the call! This helps you quickly learn about latest details of the caller so that you can serve them better and more efficiently.
- Call Anyone from Anywhere: Whether on desktop or mobile, the Intulse app allows users to search NextAgency contacts and call or text them.
Intulse and NextAgency are powerful engines of agency growth. Together they can take your agency to new heights.