The phone system built for an insurance sales floor

Ring the whole team at once

An incoming call rings every available agent together, in the browser, on desk phones and in the iPhone app. The first person to answer takes it and the rest stop ringing. Agents can answer from any page in the CRM, not just the calling screen.

• Browser phone, no hardware required
• Desk phones and the iPhone app on the same agency numbers
• Answer from any page with the incoming-call banner

Park and transfer with drag and drop

Drag a call onto the parking lot and the caller hears hold music while anyone on the team picks them up. Drag it onto a teammate for a warm or cold transfer. The parking card shows how long they've been holding and who answered.

Every call on the contact

Caller ID matches the number to the contact, so you know who's calling before you answer. Each call is logged with its length, recording and outcome, on the same timeline as that customer's texts, emails, quotes and policies.

• Click to call from any contact
• Call recording
• A call outcome after each call, from your agency's own list

Voicemail that is a real message

Voicemails are transcribed so you can read them at a glance. A caller who hangs up at the greeting is filed as a missed call, so the voicemail list only holds people who actually left a message.

Your agency's name on caller ID

Branded caller ID shows customers your agency name when you call, so they pick up instead of seeing an unknown number.

See the whole floor live

The calling screen shows who's available, who's on a call and with whom, plus each agent's inbound and outbound calls and talk time for the day. Call reports break the day down by hour and by agent.