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Elevate your business phone

Discover how YOVU can help your brokerage close more policies, improve efficiency and protect your team from common errors and omissions.

Yealink T88W Pro desk phone

Built for modern insurance teams

YOVU automates your workflows directly within your BMS/AMS, so your team stays connected wherever work takes them. Move seamlessly between desktop, mobile, and desk phones in one unified workspace, powered by a full suite of VoIP features.

Trusted by leading P&C insurance brokerages

McFarlan RowlandsMcDougall InsuranceYoungs Insurance BrokersStoneridge InsuranceSelect Path InsuranceAA Munro InsuranceMcFarlan RowlandsMcDougall InsuranceYoungs Insurance BrokersStoneridge InsuranceSelect Path InsuranceAA Munro Insurance

Integration feature highlights

Communicate

Make calls with a single click directly from a client profile in your preferred management system.

PrimaryAdditional

James Carter

88 Wellington St

Ottawa, ON K1P 5A5

Canada

(613) 555-0142

Contact via: Phone

Screen pops instantly reveal account details, letting you personalize service and eliminate repetitive questions.

Incoming call(613) 555-0142

Keep your personal number private by managing all your business chats, SMS, and texts on one secure line.

Can you call me back?
Calling James…

Capture

Ensure E&O defensibility with secure playback and up to seven years of retention and import your past recordings straight to YOVU.

James Carter0:14
(613) 555-0142
REC
PAUSE

Get transcripts and AI summaries customized for your insurance team. We capture the exact key points, sentiment, and follow-up tasks.

Sentiment Analysis

100

Summary

James is happy with his auto coverage so far and would like to add his wife as a second driver on the policy.

Topics

RenewalAdding a Driver

Tasks

Add second driver to the auto policy

Recordings, summaries, and call data automatically attached to client files in your management system.

Applied Epic
NotesView All Notes
Entered OnEntered ByAccessTask
Oct 26, 2:30 PMCedarline InsurancePublic

Notes: Call Details

Date: Oct 26, 2023 · 2:30 PM EDT

Topics: adding a driver, auto policy

Summary: Second driver added to the client’s auto policy; eligibility and vehicle assignment confirmed.

Task: Update the policy binder with the new driver.

Coach

Real-time prompts guide your team during live calls to ramp up new hires faster. Ensure consistent documentation and strengthen E&O records.

Live Coach

Suggested: Ask what’s changed in their business this year.

You: What’s changed for your business since we last spoke?

Great opening question

Track call activity, team performance, and trends with customizable reporting & dashboards.

Total Talk Time Per Agent

Active Calls3
Agents Online8

Listen live, coach privately, or join the call when your team needs support.

Agent
Client
Supervisor

Ready to connect?

Built by Canadians

YOVU was built by a team of dedicated Canadians and our local support staff is ready to help 24/7. You’ll never have to speak to an offshore call centre.

Our Team

Built for the long road

YOVU stores your recordings for seven years to strengthen your E&O documentation. We take your data seriously, that’s why we’re also SOC 2 Type II Certified and PIPEDA Compliant.

Learn More

Built to fit your stack

YOVU connects to the tools you already trust and use, so you can spend more time connecting with clients and closing policies.

Applied Epic
Youngs Insurance
Invaluable for growth. YOVU solved our data dilemma. We needed better visibility and our previous tools were not accurate. YOVU solved this and added more that helped us launch a new business stream.
Rhys Doiron
VP of Corporate Development

Frequently Asked Questions

Yes, you can enable call recording for all calls, specific extensions, or on-demand. Recordings are stored securely to help you meet insurance industry compliance standards.

Absolutely. YOVU protects your communications with enterprise-grade encryption. Our digital infrastructure is hosted in two hardened, geo-redundant Canadian data centres to ensure your data stays secure and local.

Cloud VoIP empowers your team to work from anywhere with an internet connection. Because your communications platform is hosted in the cloud, an agent working from home or on the road has access to the exact same features — auto-attendants, call routing, and CRM integrations — as they would in the office.

All you need to run VoIP is a high-speed internet connection and a VoIP-enabled phone, with lots of models to choose from. Some businesses place a firewall or other network device between the internet connection and the phone, but that is not normally required.

You can easily set business hours and customize routing rules. After-hours calls can be directed to voicemail, forwarded to an on-call agent, or routed to a 24/7 answering service.

YOVU’s communication tools are embedded directly within Applied Epic. This means your agents don’t have to launch a separate third-party application to keep track of calls or manually keep notes. They can trigger calls with a single click directly from the client’s profile within Epic, keeping their workflow centralized and efficient.

Yes. Because the phone system integrates natively within your Broker Management System (BMS) like Applied Epic, YOVU prepares the call record, duration, and recording for the client’s file, and a broker confirms what gets logged to the activity. That removes the retyping while keeping the record in your hands, which is what keeps it defensible on an E&O review.

Absolutely. By using the YOVU Mobile app, agents can make and receive calls on their personal smartphones using their dedicated business caller ID. This protects their personal privacy while ensuring clients receive professional, consistent communication.

Are you ready to bridge the gap between your client calls and your BMS?

Curious if YOVU is for you?

YOVU dialer app on an iPhone