Skip to Main Content

Coming March 1, 2024: A new and improved ideas portal!

The RingCentral Ideas portal will be offline from February 25 until February 29 while we complete our transition. To learn more about this change, read our announcement in the RingCentral Community.

Coming March 1st: A new & improved Ideas Portal! The Ideas Portal will be under construction and offline February 25th - February 29th. Click here to learn more about this change.
Status Under review
Created by Eric Lindman
Created on Apr 15, 2021

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

  • The Law Offices
    Reply
    |
    May 18, 2023

    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-program

    Would you please work on this connection to Vertafore's QQ Catalyst? Its time to broaden RingCentral's integration in the insurance space!

    Thanks

  • Admin
    Becky Hensley
    Reply
    |
    Apr 22, 2021

    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.

1 MERGED

Vertafore QQ Catalyst Integration

Merged
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 integra...
Marcus Webster over 1 year ago in RingCentral Integrations 0 Under review