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.

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.
Integration feature highlights
Communicate
Make calls with a single click directly from a client profile in your preferred management system.
James Carter
88 Wellington St
Ottawa, ON K1P 5A5
Canada
Contact via: Phone
Screen pops instantly reveal account details, letting you personalize service and eliminate repetitive questions.
Keep your personal number private by managing all your business chats, SMS, and texts on one secure line.
Capture
Ensure E&O defensibility with secure playback and up to seven years of retention and import your past recordings straight to YOVU.
Get transcripts and AI summaries customized for your insurance team. We capture the exact key points, sentiment, and follow-up tasks.
Sentiment Analysis
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
Tasks
Recordings, summaries, and call data automatically attached to client files in your management system.
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?
Track call activity, team performance, and trends with customizable reporting & dashboards.
Total Talk Time Per Agent
Listen live, coach privately, or join the call when your team needs support.
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 TeamBuilt 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 MoreBuilt 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
“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.”
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?














