An insurance broker spends the day on the phone with clients who share important information: contact details, property to insure, claims. Our platform helps serve each client quickly, and keep a record of what was said.
Keeping a record of every conversation
- Call recording, which you may keep free of charge for up to 6 months, or up to 5 years on request.
- AI transcription and summary of every call: retrieve a detail given by the client without listening to the whole conversation again.
- Voicemail sent by email, with a transcript, to respond quickly to a client dealing with a claim.
Call recording is subject to legal and professional obligations, including consent. It is up to your firm to comply with them.
A reception that guides the client
- A virtual receptionist: new quote, claim, contract change, billing.
- A queue for busy periods, with a callback to the client when their turn comes.
- A claims line outside opening hours.
Reaching clients at the right time
- SMS for renewal reminders and documents to provide, with the client’s consent.
- Photos and documents exchanged by MMS, for example during a claim.
Mobile brokers
Softphones to answer clients from a cell phone, at the office or at the client’s, with the same firm number.
Connected to your brokerage software
Connect telephony to your brokerage management software to show the client’s record when they call and log the call in the file. See custom development.
Information to protect
Access to recordings is controlled per user, with an audit history: see our page on Bill 25 compliance.
Let’s see what Florence can do for your organization.