are increasing -
are you protected?
blueButler is a platform that automates communications Data Capture and Best Practices protecting Agencies from the
core causes of E&O exposures!
The Digital Agency Can Be Your Reality
blueButler enables staff to work from anywhere while providing unmatched management oversight; E&O protection, staff efficiencies, automated workflows; and unique Agency / Broker Management System integration.
Our integrated and cost-efficient blueButler platform integrates with
your AMS/BMS agency system and with your VoIP system to
provide seamless communications for your agency.
Agency Management System Integration
blueButler provides seamless integrations with many of the leading Agency and Broker Management systems to enable screen pop and automated activity creation as well as guided workflows for staff.
blueButler’s unique database platform provides a completely automated audit trail of all incoming and outgoing calls with clients and empowers staff to be self-accountable by ensuring that all call related activities are created in the AMS/BMS system along with links to the recorded conversations.
blueButler’s call content tags, scripts, and checklists provide the framework for management to ensure consistency in call workflows within the agency and scheduled drill-down reports enable precision coaching and training in any area of the business when required.
VoIP System Integration
blueButler integrates with most VoIP phone systems whether they are in the cloud or onsite enabling agency staff to work efficiently whether they are at the office, working from home, or mobile.
Key blueButler Features
AMS/BMS Screen Pops
Anyplace, Anywhere Voice & Video Communications
Daily Call Activity Manager
Automated Scripts, Checklist and Tags
Automated Activity Creation and Tracking Mobility for On-the-Go
Drill-Down Performance Metric Reports
Secure, Embedded Call Recordings
Real-time Visibility into Agency Operations
NEW – Automated AI Bot
And much more!