Industries · Insurance agencies
Technology for agencies that live on the phone.
Producers, CSRs and a front desk sharing lines all day, with carrier portals and a management system that cannot go down. We run the phones, the network and the computers underneath all of it.
What goes wrong
Four vendors, one busy agency.
Most agencies have a phone company, an IT person, an internet provider and a web designer. The problems sit in the gaps between them.
- Phones
- Calls land on the wrong desk, the front desk cannot see who is free before transferring, and producers end up handing out their cell numbers.
- Network
- Carrier portals and the agency management system crawl when the internet is shared with everything else, and calls break up at the same moment.
- Computers
- Shared logins, a workstation nobody has updated, and no record of who has access to what when someone leaves the agency.
- Website
- A quote form that goes nowhere, on a theme nobody maintains, under a domain login nobody can find.
What we manage
The agency’s whole desk, under one agreement.
- 01
A direct line for every producer
Each producer and CSR gets their own number, so clients reach the person who wrote the policy instead of starting over at the front desk.
- 02
Desk phones with BLF and sidecars
The front desk sees who is on a call before transferring. Yealink phones arrive configured and labeled for each seat.
- 03
Call recording on the lines you choose
Recordings stored and retrievable when a question comes up about what was said on a call, for E&O and for training.
- 04
The agency number on producers’ mobiles
The mobile app calls out from the agency number. Personal cells stay personal, and client calls stay with the agency.
- 05
A network that puts voice first
A business firewall with voice QoS, so calls keep priority over carrier portal downloads, rating software and backups.
- 06
Accounts, workstations and offboarding
Microsoft 365 or Google accounts, workstation updates and access handled when someone joins the agency, and when they leave.
- 07
A site with a quote form that works
Quote and contact requests delivered to the agency inbox, on a site we host, keep current and answer for.
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Changes to any of it go through one number and one agreement.
How we work
A typical setup
What an agency usually runs on.
Illustrative. Every office is scoped at the assessment, and nothing is installed that the business does not need.
- Phones
- Yealink desk phones with BLF keys at every seat; a sidecar at the front desk
- Numbers
- Main line on an auto attendant (new quote, existing policy, claims); a direct line per producer
- Call handling
- Service ring group, call parking, voicemail to email
- Recording
- On selected lines, retained according to the agency’s own policy
- Mobile
- Mobile app for producers who work outside the office
- Network
- Business firewall with voice QoS, PoE switch, guest Wi-Fi kept separate
- Computers
- Managed workstations, Microsoft 365 or Google Workspace, backups
- Website
- Agency site with quote and contact forms, hosted and maintained
Services involved
Start with an assessment
Start with a walk-through of the agency.
We map every line, desk phone, switch, workstation and account, and give you a written picture of what you have and what we would change. Then you decide.