voip for insurance
Leverage Salesforce with voip for insurance. Using Salesforce to power your sales team, proactively support customers or better understand your users is at the core of most of our clients’ businesses. As such, our integration works natively inside Salesforce making your colleagues and teams far more efficient and better able to Leverage Salesforce, utilize your Salesforce data to make calls and notes more effectively.
Premium Support. Dedicated support with rapid implementation, regular updates and a complete knowledgebase. Simple User Portal. Manage your entire communications platform, from any connected device. Easy Administration voip for insurance. Easily manage your users, teams and auto-attendant settings to fit your changing business needs. Concrete Security. Hosted in Geo-Redundant Canadian data centers ensuring reliability, with 99.99% upkeep backed by SLAs. Auto-Attendant. Designate and direct incoming calls to ensure they reach the desired department the first time. Custom Numbers. Choose from a wide range of local, toll-free and branded numbers to suit your organization’s needs.
Premium Support. Dedicated support with rapid implementation, regular updates and a complete knowledgebase. Simple User Portal. Manage your entire communications platform, from any connected device. Easy Administration voip for insurance. Easily manage your users, teams and auto-attendant settings to fit your changing business needs. Concrete Security. Hosted in Geo-Redundant Canadian data centers ensuring reliability, with 99.99% upkeep backed by SLAs. Auto-Attendant. Designate and direct incoming calls to ensure they reach the desired department the first time. Custom Numbers. Choose from a wide range of local, toll-free and branded numbers to suit your organization’s needs.
Maximize your Agency Management System with integrated communications custom built for insurance brokerages. Get control of your calls inside Applied Epic. No more bouncing between apps.
Work directly in Applied Epic. No bouncing between apps.
Screen Pop with client details
See the right info before you say “hello.”
Complete call logging
A complete call history for every client interaction.
AI summaries and sentiment
Automatic notes and sentiment saved to Applied Epic.
INVALUABLE FOR OUR 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.
OUR COMPLETE CONFIDENCE
YOVU has been an outstanding partner. Responsive, flexible, and truly willing to listen. We have complete confidence in their ability to support us as we scale.
Trusted by 40+ Canadian brokerages
Miss calls?
Smart routing so opportunities do not get missed.
Smart routing so opportunities do not get missed.Broker admin overload?
Easily log calls in Applied Epic. Fewer manual steps.
Compliance risk?
7+ years of call recordings. Audit-ready.
Coaching is inconsistent?
Level up broker coaching with call logging, AI sentiment, and actionable reports.
Want to save 20+ hours per broker/month while staying compliant and in control?
Click to call
Call any client in one click – no dialing errors, no wasted time.
Screen pop
See client details instantly when the phone rings – be prepared before “hello.”
Complete call logging
Log every call – with call recording, call transcription, AI-powered call summaries and sentiment analysis – in Applied Epic without lifting a finger.
7+ years of compliant call logging
Stay audit-ready and protect your E&O coverage.
100% Canadian Business VoIP Phone Systems.
Stay connected with confidence in our solution for your Business VoIP Phone Systems. Keep your business reachable, scalable and seamlessly secure with our future-ready communications platform.
Ready for a change?
See how YOVU makes your brokerage faster, more compliant, and easier to run. Book your demo today.