The Brokerage Inc + Intulse

Join other The Brokerage Inc. members already using Intulse, the only phone system recommended by both The Brokerage Inc. and AgencyBloc

The Brokerage Inc. has negotiated for its agents to receive a 50% discount on signup fees

and up to a 20% discount on recurring extension fees.

A powerful combination of features and functionality

Intulse is The Brokerage Inc.’s preferred business phone system for life & health insurance agencies. 

You can make phone calls, send text messages, and host meetings from your favorite devices. Features such as call and text messaging logging and call recording help keep your agency compliant. While other features such as integrations with your CRM (such as AgencyBloc, Salesforce, Hubspot, and many more) improve your efficiency and save your time.

From a few users to several hundred, our 100% US-based support team works with insurance agencies to ensure they fully harness the power of our unified communication tools.

The Power of Intulse + Your Agency Management System

Intulse takes the power of your agency management system (such as AgencyBloc) for health and life insurance agencies to the next level.

Deep integration with your agency management system means you get the convenience of call 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.

Call Recording

and logging means every call will be recorded and logged as a note in the appropriate CRM record

Click-to-Call:

Click on any phone number in your CRM to quickly call them

View Call History

and log calls with detailed notes, including a full call recording file with one click

Call Notes

let you document everything you need from the call; there's no need to manually log into your CRM and find the client's record

Pinned Notes

let you keep important details top-of-mind. Just click the client's name to get an info box displaying your most important notes

Alerts

provide detail on who is calling and offer a direct link to that record in your CRM

Take the next step toward seamless phone system & CRM management & integration

Why Intulse?

Our US-based customer service, commitment to our clients, easy-to-use software, and our 4.6-star rating earned us a feature as a 2020 Best-Value VOIP by Capterra.com.

But don’t just take our word for it. We promise to do what we say and earn your trust as a valued partner. And, if that’s not enough, we back it up with a 30-day money-back guarantee.

Our mission, vision, and clear values set us apart from the others.

Here’s what one of our AgencyBloc clients has to say about Intulse:

“Moving to Intulse helped cut down costs and saved us a lot of time. We needed to streamline communication between remote team members and track all client contact quickly and easily so that clients and leads did not fall through the cracks. With Intulse integrating with our CRM, our team was able to take on more client call volume regardless of their location, all while cutting down the time needed to find and manage that client’s record and notes.”

— Lauren E.

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