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Karen Sarcone

The document describes blueButler iDR, a phone call recording solution for insurance agencies. It helps agencies improve customer retention, grow revenue, enhance employee performance, and reduce legal risk. The solution records phone calls, integrates with agency management systems, and provides tools for training, quality control, and data analysis. Customer testimonials found it improved business efficiencies and increased retention rates.

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blueButler™ iDR blueButler iDR for Insurance
Agenda • Introductions • Why blueButler iDR? • Investment blueButler iDR for Insurance
Why blueButler iDR? blueButler iDR Enables Agencies to: • Improve Customer Retention Rates. • Grow Your Existing Book of Business. • Improve the Quality of the Customer Experience. • Maintain a Highly Qualified Workforce. • Enhance the Value of the Agency Management System. • Mitigate E&O exposure. blueButler iDR for Insurance
Customer Retention & Revenue Growth blueButler iDR enables Agencies to: • Proactively manage the Renewal process. • Automates Campaigns • Identify new leads and revenue growth opportunities. • Close business over the phone. • Communicate to Agents critical information such as new product offerings, competitive intelligence, and compliance matters. blueButler iDR for Insurance
WHAT IS blueButler iDR iDR? • Secure Phone Recording technology • Turnkey Windows system • Integrated Suite of Applications and Reports • Agency Management System integration blueButler iDR for Insurance
Errors & Ommisions blueButler iDR enables Agencies to: • Automatically transfer recorded calls to the Agency Management System. • Minimize investigative costs and payouts. • Real-time access to recorded conversations. • Reduce the risk of creating a disgruntled customer. blueButler iDR for Insurance
Highly Qualified Workforce blueButler iDR enables Agencies to: • Implement Customer Service “Best Practices.” • Provide Sales training designed for the Insurance Industry, by Insurance Industry subject matter experts. • Offer training in multiple formats. • Improve Employee Satisfaction. blueButler iDR for Insurance
Improve the Quality of the Customer Experience blueButler iDR enables Agencies to: • Develop and enforce Quality standards. • Implement continuous quality improvement. • Track and monitor telephone related business processes. • Monitor telephone skills and offer improvement efforts. blueButler iDR for Insurance
Improve the Value of Your CRM or Agency Management System blueButler iDR enables Agencies to: • Realize seamless integration/interoperability with all major Agency Management Systems. • Maintain a single repository for customer information and call recordings. Provide Sales training designed for the Insurance Industry, by Insurance Industry subject matter experts. • Offer training in multiple formats. • Improve Employee Satisfaction. blueButler iDR for Insurance
FEATURES & BENEFITS  Phone Call Recording  Self-paced / Group Sales Training  Automated Lead  Audio Consent Generation Scripts  Peer-to-peer  Objection Handling training Techniques  Call-of-the-Week  Agency Management reviews System Connection module  Data Mining Call Activity Reports  Quality Benchmarks / Evaluations blueButler iDR for Insurance
Paste or email integration supported with every Agency Management (connection module in development for Broker Workstation) blueButler iDR for Insurance
Know what is happening in your business – listen to calls; download / email to share; evaluate; include in your in-house training material Locate any recorded call with ease. Use the filter options to locate calls by date, person, caller-id, and other criteria. Monitor real-time phone call activity. See who is on a call, for how long, and compare calls per person. Link any recorded call on selected Agency Management System systems – access and play them directly from the Agency Management System client record. blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
BROKER FEEDBACK Access Insurance Group McCam Insurance (Improved business efficiencies) (Higher retention rates) Advocate Insurance Group Willis Canada (Call review training & dispute resolution) (E&O mitigation) Haber Blain Insurance Brokers (Higher retention rates, reduced paperwork, 6 month payback) blueButler iDR for Insurance
BOTTOM LINE IMPACT • Mitigate your E&O Exposure • Drive Revenue – Improve renewal rates – Up-sell / cross-sell lead conversions – New business • Protect your Customer Base – Know what your customers are hearing • Improve your Customer Experience – Coaching / training – CSR Best Practices blueButler iDR for Insurance
APPENDIX • Trunk / Station-side Recording • IP Station Recording • Dialogic option • Architecture blueButler iDR for Insurance
PUBLIC TELEPHONE network PRI/T1/E1 or Analog trunk taps Trunk-side SMDR data feed from PBX Recording Phone System (PBX / KEY) Digital or Analog Station taps Station-side Recording PBX Digital or Analog Phones blueButler iDR for Insurance
IP station Recording blueButler iDR for Insurance
DIALOGIC OPTION • Playback Privacy using any phone • On-Demand Recording • Live Monitor any recorded phone PUBLIC blueButler TELEPHONE network iDR™ (local or remote access) Server • Broadcast Messaging PBX / KEY system Dialogic card(s) - Digital station emulation - Analog line blueButler iDR for Insurance
PBX LAN INTERNET Appliance IP Application Server PUBLIC TELEPHONE PBX LAN OPTION: network Virtual IT infrastructure Appliance REMOTE (e.g., VMWare on blade (Call processing / OFFICE servers with SAN) Call recording) blueButler iDR for Insurance

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ݺߣshareblue Butler™ I Dr

  • 2. Agenda • Introductions • Why blueButler iDR? • Investment blueButler iDR for Insurance
  • 3. Why blueButler iDR? blueButler iDR Enables Agencies to: • Improve Customer Retention Rates. • Grow Your Existing Book of Business. • Improve the Quality of the Customer Experience. • Maintain a Highly Qualified Workforce. • Enhance the Value of the Agency Management System. • Mitigate E&O exposure. blueButler iDR for Insurance
  • 4. Customer Retention & Revenue Growth blueButler iDR enables Agencies to: • Proactively manage the Renewal process. • Automates Campaigns • Identify new leads and revenue growth opportunities. • Close business over the phone. • Communicate to Agents critical information such as new product offerings, competitive intelligence, and compliance matters. blueButler iDR for Insurance
  • 5. WHAT IS blueButler iDR iDR? • Secure Phone Recording technology • Turnkey Windows system • Integrated Suite of Applications and Reports • Agency Management System integration blueButler iDR for Insurance
  • 6. Errors & Ommisions blueButler iDR enables Agencies to: • Automatically transfer recorded calls to the Agency Management System. • Minimize investigative costs and payouts. • Real-time access to recorded conversations. • Reduce the risk of creating a disgruntled customer. blueButler iDR for Insurance
  • 7. Highly Qualified Workforce blueButler iDR enables Agencies to: • Implement Customer Service “Best Practices.” • Provide Sales training designed for the Insurance Industry, by Insurance Industry subject matter experts. • Offer training in multiple formats. • Improve Employee Satisfaction. blueButler iDR for Insurance
  • 8. Improve the Quality of the Customer Experience blueButler iDR enables Agencies to: • Develop and enforce Quality standards. • Implement continuous quality improvement. • Track and monitor telephone related business processes. • Monitor telephone skills and offer improvement efforts. blueButler iDR for Insurance
  • 9. Improve the Value of Your CRM or Agency Management System blueButler iDR enables Agencies to: • Realize seamless integration/interoperability with all major Agency Management Systems. • Maintain a single repository for customer information and call recordings. Provide Sales training designed for the Insurance Industry, by Insurance Industry subject matter experts. • Offer training in multiple formats. • Improve Employee Satisfaction. blueButler iDR for Insurance
  • 10. FEATURES & BENEFITS  Phone Call Recording  Self-paced / Group Sales Training  Automated Lead  Audio Consent Generation Scripts  Peer-to-peer  Objection Handling training Techniques  Call-of-the-Week  Agency Management reviews System Connection module  Data Mining Call Activity Reports  Quality Benchmarks / Evaluations blueButler iDR for Insurance
  • 11. Paste or email integration supported with every Agency Management (connection module in development for Broker Workstation) blueButler iDR for Insurance
  • 12. Know what is happening in your business – listen to calls; download / email to share; evaluate; include in your in-house training material Locate any recorded call with ease. Use the filter options to locate calls by date, person, caller-id, and other criteria. Monitor real-time phone call activity. See who is on a call, for how long, and compare calls per person. Link any recorded call on selected Agency Management System systems – access and play them directly from the Agency Management System client record. blueButler iDR for Insurance
  • 13. blueButler iDR for Insurance
  • 14. blueButler iDR for Insurance
  • 15. blueButler iDR for Insurance
  • 16. blueButler iDR for Insurance
  • 17. blueButler iDR for Insurance
  • 18. blueButler iDR for Insurance
  • 19. BROKER FEEDBACK Access Insurance Group McCam Insurance (Improved business efficiencies) (Higher retention rates) Advocate Insurance Group Willis Canada (Call review training & dispute resolution) (E&O mitigation) Haber Blain Insurance Brokers (Higher retention rates, reduced paperwork, 6 month payback) blueButler iDR for Insurance
  • 20. BOTTOM LINE IMPACT • Mitigate your E&O Exposure • Drive Revenue – Improve renewal rates – Up-sell / cross-sell lead conversions – New business • Protect your Customer Base – Know what your customers are hearing • Improve your Customer Experience – Coaching / training – CSR Best Practices blueButler iDR for Insurance
  • 21. APPENDIX • Trunk / Station-side Recording • IP Station Recording • Dialogic option • Architecture blueButler iDR for Insurance
  • 22. PUBLIC TELEPHONE network PRI/T1/E1 or Analog trunk taps Trunk-side SMDR data feed from PBX Recording Phone System (PBX / KEY) Digital or Analog Station taps Station-side Recording PBX Digital or Analog Phones blueButler iDR for Insurance
  • 23. IP station Recording blueButler iDR for Insurance
  • 24. DIALOGIC OPTION • Playback Privacy using any phone • On-Demand Recording • Live Monitor any recorded phone PUBLIC blueButler TELEPHONE network iDR™ (local or remote access) Server • Broadcast Messaging PBX / KEY system Dialogic card(s) - Digital station emulation - Analog line blueButler iDR for Insurance
  • 25. PBX LAN INTERNET Appliance IP Application Server PUBLIC TELEPHONE PBX LAN OPTION: network Virtual IT infrastructure Appliance REMOTE (e.g., VMWare on blade (Call processing / OFFICE servers with SAN) Call recording) blueButler iDR for Insurance