Vertafore AMS360 & QQCatalyst Integration
Imagine your phone system seamlessly integrated with your AMS360 or QQCatalyst accounts, bringing a higher level of efficiency to both your sales & service teams.
What you get:
- "Screen pop" feature automatically populates your caller's customer records
- Sync call recordings and voicemails with customer records
- Automatically update your notes and call history
DYL handles the busy work so your agents can focus on what they do best, converting leads into sales.
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:
Automatically Load Customer Records
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.
Sync Call Recordings and Voicemails
DYL updates and records every call and voicemail directly into Vertafore. Great for training staff, handling E&O claims, and staying organized.
Sync Notes
Notes written in DYL will sync with your Vertafore contact's record.
Combine Vertafore AMS360 or QQCatalyst with the Ultimate Phone Platform For Insurance Agents
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.
AMS 360
QQCatalyst
Have a View From The Top with Office View
See all of your office activity in real-time. Listen to calls, drag-and-drop to transfer calls, and easily connect multiple locations.
Text & Picture Messaging have a 99% open rate
Send and receive texts, photos, and PDFs from your desktop. Automate your texting with templates and scheduled messages.
Never Miss Another Sale with Tracking & Analytics
Track every single inbound and outbound call. Monitor your staff’s activity and view customizable reports.
Integrate Your Vertafore Software With DYL’s Business Phone Platform Today
- If you're looking for phone integration with Vertafore, look no further than DYL.
- Call 855.357.9249 today for more information or schedule a free live demo.
