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!
Legal
Legal
Rock Solid E&O Protection is Just the Beginning
Agency Management System-integrated Screen Pop automates and embeds call information ensuring Data Capture and Documentation
blueButler has you covered!
Real Time Coverage Checklists customized for your agency practices reinforce Accurate Advice, Disclosures and Documentation
blueButler has you covered again!
Call Content Tags for precision review of calls provides management with an excellent source for coaching & training. Automated Call-Content Reports create newly discovered
Insight/Oversight into all areas critical
to the success the agency
And again...
Automated Agency Management System Activity Creation on EVERY call from anywhere on any phone device ensures no call will ever fall through the cracks or go Undocumented!
And again...
Email-like display for any missed Call Activity Creation with Automated Missed Call
Reports will empower each staff member to
Self-Account while providing management
with critical Oversight