Integration

AgencyBloc

Is your agency using AgencyBloc? If so, then super charge it with Intulse!

Intulse is taking the power of Agencybloc to the next level through a custom integration designed to give one-click access from your database to your phone and back. Combined with call routing capabilities, optimized tracking, call logging, texting and mobile capabilities, welcome to an Insurance Agency phone system that’s truly dialed into what you need to be efficient, effective, and compliant. At Intulse, we proudly serve hundreds of insurance agencies — and we understand exactly what it takes to help you deliver exceptional service to your clients.

Integration Features

  • Click-to-Call:  Place phone calls from within AgencyBloc using click-to-call buttons on any phone number, saving time and improving call efficiency.
  • Click-to-Text:  Send texts from within AgencyBloc 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.
  • View Texting History: All text exchanges made by your staff will appear in AgencyBloc 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 AgencyBloc contact record's call log.
  • Pop-up Alerts with Profiles:  Incoming calls trigger a toast notification to open the caller’s profile in AgencyBloc BEFORE you answer the call! This helps you quickly learn about the 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 AgencyBloc contacts and call or text them.
  • Unrecognized & New Numbers:  Intulse now allows the creation of new contacts, or the addition of new phone numbers to existing contacts through the AgencyBloc integration.
AgencyBloc setup screen in the Intulse App
AgencyBloc setup screen in the Intulse App

Setup is easy. Follow our step-by-step guide to setup your integration. As always, our support team is standing by should you need any help.

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We only work with organizations based in North America
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