Automated
Activity Creation
blueButler streamlines your workflows with the ability to automatically create the Activity record for the call in your Agency Management system by simply clicking a button in the blueButler real-time interface. The Activity record includes any Tags or Checklist information that were selected in blueButler to identify the call content as well as a link to the recorded conversation. blueButler marks these calls as “shared” so that others who need access to the recording can listen to it. This all happens in real time without the users needing to enter their Agency Management System!
Automated
Activity Creation
blueButler streamlines your workflows with the ability to automatically create the Activity record for the call in your Agency Management system by simply clicking a button in the blueButler real-time interface. The Activity record includes any Tags or Checklist information that were selected in blueButler to identify the call content as well as a link to the recorded conversation. blueButler marks these calls as “shared” so that others who need access to the recording can listen to it. This all happens in real time without the users needing to enter their Agency Management System!
E&O claims
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!
Why Your Agency Needs to Have blueButler
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.
Best Practices
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.
Management Oversite
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.
