Seamless AgencyBloc VoIP Integration
AgencyBloc + Intulse VoIP

Integrate VoIP features into your AgencyBloc CRM seamlessly. You'll be able to access powerful tools that will help you to easily manage, access, and report on client, prospect, agent, and commission data.

Easy-to-Use Software

Native AgencyBloc Integration

4.6 Capterra Rating

100% US-Based Support

Awarded Capterra’s 2020 Best Value VoIP Provider

AgencyBloc VoIP Dashboard

A powerful combination of features and functionality

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.

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 a breeze. Get reliable, ongoing service you can count on.

Why Use 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 means you get 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.

Alerts

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

View Call History

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

Pinned Notes

let you keep important details top-of-mind. Click the client's name who you're talking with to get an info box displaying the servicing Agent and most important notes

Click-to-Call:

Click on any phone number in the AgencyBloc database to quickly call them

Auto Call Logging

means every phone interaction will automatically be logged as a note in the appropriate AgencyBloc record

Call Notes

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

Improve your workflow and boost productivity

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. 

Make the better call & better your business​

Why Intulse? VoIP Partner You Can Trust

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 financial services phone system 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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AgencyBloc API Features

Working with Intulse means you get more than just the products.

Enjoy a 100% US-based team of VoIP experts to set up your integrations and help your team manage your data. Intulse provides many integrated features, including:

  • 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 infobox 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

Getting Started with Intulse Business VoIP Is Easy

Schedule Your
Discovery Call

Book time with a VoIP advisor to learn more about our surprising flexibility and affordability

Demo &
Review Quote

We’ll dive into a full-feature demo, answer your questions, and review your custom quote

System Setup & Onboarding

After agreements are signed, we’ll set up your phones, configure your system, and train your team

Dedicated, Long-term Support

Your dedicated, 100% US-based support team is always just a click or a call away to help your changing needs

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

Contact Us Today for a Free Demo & Custom Quote

Just fill out the form, and we’ll be in touch soon to help you get:

  • Managed VoIP System gives you a dedicated team to help you with anything, any time
  • Easy-to-Use software with dashboard for better compliance and automation
  • Custom Pricing for a system that meets your specific needs and budget
  • 100% US-Based Support, with dedicated long-term customer service and support
  • Flexible Device Options allow you to buy new phones or bring your own devices

Frequently Asked Questions

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

Learn more…

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

See more integration features…

See general VoIP features…

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 (schedule here).

Depends. If you are currently on a cloud-based VoIP system, you can likely reuse your VoIP phones. If on a traditional analog system, then yes. There are also options to not use a physical phone at all (you can make/receive calls from a computer or a smartphone that you already have).

Zero. Our onboarding VoIP professionals will be able to assist you with transitioning in a seamless manner, affording you zero downtime in making this valuable change. See what’s involved in switching to VoIP.

Assuming you already have a broadband (non-DSL) connection, you are likely fine. Our Codec uses 100 kbps per phone call, which means you can make/receive 10 simultaneous calls on a 1 mbps connection. Want more detail? Contact us or see our help documentation about network readiness.

No. While the phones on your desk may not be able to ring due to internet/power outage at your location, the hosting site where your phone server resides is still up and functioning. We have several App & call forwarding options to keep you in touch with your customers and prospects. Want more detail? Contact us…

No, they are not required with Intulse.

Unlike other providers, we’re confident we’ll earn your trust, so we offer month-to-month as our standard contract.

However, with our custom pricing based on your needs and budget, we have the opportunity to offer you additional reduced rates if you want a long-term contract.

It’s important to check with your existing provider to be sure you are not currently under a long-term contract.

That is very possible. With the Intulse Dashboard App, you can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.

If you use another provider, the answer is YES! However, Intulse takes care of all the system set-up and ongoing updates/changes/alterations for you… it’s a breeze! We become an extension of your organization, supporting your phone system. And did we mention that all of our support is US-based?

See what’s involved in switching to VoIP.

Yes, we can provide you with a searchable database of available numbers with your area code. Contact us…

Yes, it is. In many cases, a cloud VoIP solution like Intulse can make a small business appear to be a larger, more established entity. It offers the features and benefits that big companies pay handsomely for, but for a fraction of the cost.

Yes, it does. Unless you’re a large corporation that wants to host their own PBX (and a bunch of other expensive hardware), you will want to use a 3rd-party business VoIP service provider. There are technical reasons for this, but there’s no need to understand that when there’s a team of VoIP experts on your side from Intulse. See how easy Intulse makes it.

Yes, we install the phone system in a data center for you. Should you want to, you can unbox and plug in your new VoIP phones (you can also bring your own VoIP phones to Intulse). Learn more…

If you already have VoIP-compatible phones, you don’t need to buy any hardware (you can bring your own device). Intulse can work with a wide variety of phones from many different vendors. We offer two pricing options for new phones: buying or renting. Learn more about VoIP phones here.

Yes! Intulse has integrations with Salesforce, HubSpot, Redtail, WealthboxRockRMS, Insightly, SuiteCRM, Zapier, and more. If you’re using a different CRM, we’d love to build the integration for free (see details).

The Intulse Dashboard Apps makes it incredibly easy to use and manage your VoIP! Management is a snap due to the fact that we handle everything, becoming an extension of your organization supporting your phone solution.

With Intulse, we can have you up and running in minutes. While number porting takes at least a week, utilizing number forwarding we are able to get you live as quickly as you would like.

See what’s involved in switching to VoIP.

Intulse strives to provide reliable VoIP service – with high call quality. Your local network is a vital component to getting you that high quality. Because your system is in the cloud, the majority of what you need is located outside of your office:

  • Stable high speed internet access
  • The right configuration for your network components
  • Reliable network equipment
  • Good cabling to your phones

Learn more here.

Typically yes. Though, it depends on the size of an organization, the number of lines they are currently paying for and what type of PBX they currently in place. A savings of 40-70% has been enjoyed by many businesses making the switch.

One huge benefit is not being limited by the number of lines for the availability of simultaneous calls. Once all lines are in use, the next caller gets a busy signal. With Cloud VoIP, one number provides ‘unlimited’ simultaneous calling.

  • Call Routing
  • Auto Attendant
  • Advanced Call Routing
  • Business Text Messaging
  • Call Queues
  • Find Me/ Follow Me
  • Mobile App
  • Speed Dial
  • …and more!

VoIP stands for “Voice Over Internet Protocol,” and means your business phone calls are placed over the internet, rather than through traditional phone lines. No clunky/ expensive servers (ex. PBX) or technicians are needed because Intulse hosts and manages the phone system for you. It means you can make and receive phone calls anywhere you have an internet connection, such as your home office. Learn more here.

Our customer reviews really tell the story; they rave about our customer support team, their availability, knowledge, patience, and willingness to work through a problem or explain in easy-to-understand language how something works. We have earned several awards from 3rd party sources, including Software Advice Best in Customer Support 2020, GetApp Category Leader 2020, and Capterra Best Value in VoIP 2020.

Schedule Your Discovery Call

Live, Full-Feature Demo and a Custom Quote based on your specific needs is included.

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Start Your VoIP Integration Today!

If you have other questions or are ready to jump right in, Intulse is here to help. To get started,
schedule a free demo with our team today