Vertafore AMS360 insurance agency management software
It would be great if the number could match to customer records and open them as a call comes in and save activities (calls, faxes, texts) directly to the customer record
Eric
shared this idea
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The Law
commented
Hello,We have used RingCentral since 2005 and its capabilities have flourished.The competition for this segment is: DYL, Bridge, and Lightspeed Voice. DYL is the one to beat with respect to integration and features.https://www.vertafore.com/why-vertafore/orange-partner-programWould you please work on this connection to Vertafore's QQ Catalyst? Its time to broaden RingCentral's integration in the insurance space!Thanks
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Marcus
commented
Add the ability to automatically pull up a customer file in QQ Catalyst when an inbound call is accepted or an outbound call is initiated. Also add automatic documentation of the call and a link to a recording of the call. See lightspeed's integration for example: https://www.youtube.com/watch?v=L8P9ggU21r0
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Eric, we've updated the category to an integration, as that may be more of what you're asking for here, but if you have additional details that will help us get this to the right part of the product team, please share them here.
