NextAgency VoIP Integration

Intulse has enhanced the power of NextAgency through VoIP integration. NextAgency’s powerful CRM tools keep track of each prospect and client, manage communications effectively, and maintain relationships, including automated workflows that make agencies more productive. Coupled with the Intulse VoIP phone system App, NextAgency’s already powerful software is made even more so.

Why Integrate NextAgency with VoIP?

Intulse NextAgency CRM integrations bring together the best of all your systems in one simple-to-access place, so you can improve workflows and boost your team’s productivity.

Say goodbye to frustrating siloed data, and harness the potential of NextAgency integrations for your business. NextAgency Insurance CRM integrated with the Intulse VoIP phone system offers more than just features and solutions. Partnering with Intulse means you gain an entire team of trusted professionals on your side. In addition, you will have features including:

• Auto-logging
• Call recording
• Document compliance 
• Alerts
• View Call History
• Pinned Notes
• Click to call
• Auto Call recording

With NextAgency, you can have your calls automatically recorded and logged to meet the 2023 CMS Ruling.

NextAgency VoIP Integration That Works

Intulse is taking the power of the NextAgency CRM solution for insurance agencies to the next level with our deep integration. The convenience of call auto-logging, call recording, the ability to add detailed call notes, and so much more are just a few of the items that significantly improve your organization’s compliance documentation and day-to-day workflow.  

• Alerts provide detail on who is calling and offer a direct link to that record in NextAgency
• View call history and log calls with detailed notes, including a full call recording link with one click
• 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
• Leverage our click-to-call feature for every phone number in the NextAgency database
• Have every phone interaction auto-logged as a note in the appropriate record inside of NextAgency
• Quickly add the internal user/extension of the contact’s number to the note details in NextAgency

How does NextAgency integrate with the Intulse VoIP phone system?

Intulse provides the following integration features:

• Alerts provide detail on who is calling and offer a direct link to that record in NextAgency
• Ability to add detailed call notes
• Call recording
• Click the name of a person on an active call and get an infobox displaying photo, background info, and other important info about that contact
• Have every phone interaction auto-logged as a note in that contact’s record in NextAgency
• Leverage our click-to-call feature for every phone number in the NextAgency database, and have your caller-id show up as your business number

WHAT’S THE BENEFIT OF INTEGRATING VOIP SERVICES WITH NextAgency?

Intulse is taking the NextAgency database solution’s power to the next level with our deep VoIP integration for NextAgency. The convenience of call auto-logging, call recording, ability to add detailed call notes are just a few of the many features that greatly aid your organization in maintaining compliance documentation.

• Detailed alerts on who is calling with a direct link to that record in NextAgency
• View call history and log calls with detailed notes, including a full call recording link, with only one click
• Click the name of a participant on an active call and see an info box that displays their photo, background Info, and other Important Info about the contact
• Leverage our click-to-call feature for every phone number in the NextAgency database, and have your caller-id show up as your business number
• Have every phone interaction auto-logged as a note in that contact’s record in NextAgency

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.