How does DYL’s phone integration with Vertafore work? DYL automatically updates your phone data with your Vertafore records, saving you hours of busywork and helping you write more policies. Here’s how:
With DYL, you don't need to keep customers on hold when looking up their Vertafore record. Our system automatically populates customer information the moment they call in.
DYL updates and records every call and voicemail directly into Vertafore. Great for training staff, handling E&O claims, and staying organized.
Notes written in DYL will sync with your Vertafore contact's record.
In addition to integrating with Vertafore, DYL provides complete telemarketing solutions for insurance agents. Unlimited local/long distance and call recording is included with every account.
See all of your office activity in real-time. Listen to calls, drag-and-drop to transfer calls, and easily connect multiple locations.
Send and receive texts, photos, and PDFs from your desktop. Automate your texting with templates and scheduled messages.
Track every single inbound and outbound call. Monitor your staff’s activity and view customizable reports.