AgencyBloc VoIP Integration

Seamlessly integrate VoIP phone system features with AgencyBloc CRM. Access powerful tools that will help you to easily manage, access, and report on client, prospect, agent, and commission data. Through integration with the Intulse VoIP phone system, agents and agencies using AgencyBloc have instant access to client data, records, and robust automation as well as tools to update client records based on client communication.

A Powerful Combination of Features and Functionality

AgencyBloc integration within the Intulse App

Intulse VoIP phone service provides you with a flexible, feature-rich communications system on a robust network that can grow and change with your insurance agency. Some might say we have developed a VoIP phone system for insurance agencies, but Intulse is simply a VoIP phone system with powerful integrations for popular insurance agency software and features that meet the operational and regulatory needs of insurance agencies.

From a few users to several hundred, our team works with insurance agencies to ensure they fully harness the power of our unified communication tools.

We take time to get to know your organization’s unique needs, and provide 100% US-based support and training to help you get the most out of your insurance agency phone system. Setup is simple. Get reliable, ongoing service you can count on. Get all of our standard features (custom greetings, call recording/queues, ring groups, and more) as well as the unique functionality from our AgencyBlock phone integration:

  • Alerts: Provide detail on who is calling and offer a direct link to that record in AgencyBloc
  • Custom Greetings: Create custom greetings that can be used to aid in CMS compliance
  • View Call History: Log calls with detailed notes, including a full call recording file with one click
  • Pinned Notes: Keep important details top-of-mind. Click the client’s name to get an info box displaying the servicing Agent and most important notes
  • Click-to-Call Dialer: Whether clients, prospects, or leads you can click on any phone number in the AgencyBloc database to quickly call them
  • Auto Call Recording: Every call will be recorded and logged as a note in the appropriate AgencyBloc record with the recording file feature – also great for CMS compliance!
  • Call Notes: Document everything you need from the call; there’s no need to manually log into AgencyBloc and find the client’s record
  • 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

Why Integrate VoIP with AgencyBloc?

Intulse VoIP takes the power of the AgencyBloc database solution for health and life insurance agencies to the next level.

Deep integration with AgencyBloc brings the convenience of call auto-logging, call recording, the ability to add detailed call notes, and so much more. And yes, they’ll greatly assist you in maintaining compliance documentation. 

Such as having your calls automatically recorded and logged to meet the 2023 CMS Ruling 

Intulse’s VoIP integration with AgencyBloc CRM brings together the best of all your systems.

Communicate easily between your CRM and management system to improve your workflow and boost your team’s productivity. Let go of frustrating siloed data and harness the potential of AgencyBloc integrations in your business.

What’s the benefit of integrating VoIP services with AgencyBloc?

Intulse takes the power of the AgencyBloc database solution to the next level with our AgencyBloc VoIP integration. Just a few of the items that greatly assist your organization in maintaining compliance documentation are the convenience of call auto-logging, call recording, and the ability to add detailed call notes.

  • Alerts with detail on who is calling and a direct link to their record in AgencyBloc
  • The ability to view call history and log calls with detailed notes including a full call recording link with just one click
  • Click the name of someone on an active call and get an info box displaying the servicing Agent, as well as any Pinned Notes
  • Leverage our click-to-call feature for every phone number in the AgencyBloc database
  • Have every phone interaction auto-logged as a note in the appropriate record inside of AgencyBloc

What integration features does Intulse provide with AgencyBloc?

There are many integration features that Intulse provides:

  • Call auto-logging
  • Call recording
  • Alerts providing detail on who is calling and offer a direct link to that record in AgencyBloc
  • Leverage our click-to-call feature for every phone number in the AgencyBloc database
  • Ability to add detailed call notes
  • Click the name of a person on an active call and get an info box displaying the servicing Agent, as well as any Pinned Notes
  • Have every phone interaction auto-logged as a note in the appropriate record inside of AgencyBloc

CAN I USE MY EXISTING PHONE & FAX NUMBERS WITH VOIP?

Yes, almost every active voice/fax number is portable via federal guidelines, meaning you can likely keep your phone number. Intulse can confirm if your numbers are portable as part of the discovery call.

WHAT IF I WANT TO JUST USE MY CELL PHONE FOR VOIP?

That is core functionality of the Intulse App. You can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.

We don’t just care about phones. We want to help your business thrive.

Make the Better Call & Improve Your Bottom Line

with the power of Intulse’s hosted VoIP phone services.