top of page
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
AMS/BMS
Client Screen Pop
On every inbound and outbound phone call blueButler provides a customer screen pop giving the user a "Window into their Agency Management System" with an instant display of the client record and related policies at the start of every call as well as the previous call history allowing a more personalized experience.
bottom of page