DYL's integration with Vertafore AMS360 & QQCatalyst features a Customer Data Pop-up

DYL’s Cloud Phone System Syncs Seamlessly with AMS360 & QQCatalyst.

As part of Vertafore’s Orange Partner Program, DYL, an all-in-one phone and sales automation platform, is proud to integrate with both AMS360 and QQCatalyst. The integration allows insurance agents to automatically synchronize their customer data, call recordings and notes with just one click.

“Our integration with Vertafore streamlines operations for thousands of insurance agents across the country. We know how important automation is in the sales process—and we’re bringing that automation to agency management, as well,” said co-founder Matt Vandervort. 

One such example is the “screen pop,” which automatically pops up a customer’s Vertafore record when the agent answers an incoming call. Instead of spending minutes searching for the customer’s account, the agent will instantly have that information appear on their computer screen, saving agents hours of busywork each week. This, combined with automatically syncing all call recordings with a Vertafore customer’s record, ensures agents have all the information they need at their fingertips. 

But, perhaps one of the most exciting integrations is when agents use DYL’s lead and contact management system for their sales pipeline – the moment a prospect becomes a customer, that information is immediately updated in Vertafore as well, keeping everything perfectly synchronized.

Additionally, DYL customers can post a note in DYL’s platform and have that note simultaneously populate in the Vertafore customer’s record. Like the old adage states, time is money. “By reducing the agent’s busy work and increasing efficiency, this integration will allow insurance agents to focus on what they do best: write policies and provide excellent service for their customers,” added co-founder James Angel. 

Contact: Matt Vandervort at (855) 357-9249DYL.com

DYL is a cloud-based phone system with built-in sales automation and text messaging. One of Inc. 5000’s fastest growing companies, DYL has become a trusted provider for thousands of businesses in numerous industries. DYL was founded in 2009 and is headquartered in Marina Del Rey, California. 

For more information, visit: https://dyl.com/landing/dyl-ams360-qqcatalyst-integration

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