Ooma Office for AgencyZoom

This integration connects two leading platforms: AgencyZoom, an insurance CRM system, and Ooma Office, a business communications system. While making or taking a phone call, insurance agents can access CRM information via caller-ID screen pops that display customer details such as their name, policy descriptions, policy start and end dates and costs. Agents can easily place a caller on hold, add a participant, record a call, or transfer the caller to another person or device. And the integration automates call logs for matched CRM contacts to help ensure accurate customer and lead interaction history.

Integration enables insurance agencies to centralize client communications data, streamline workflows, improve client communications, enhance productivity, and gain insights into client engagements by bringing together powerful telephony and CRM functions. Agents can focus more on helping customers and spend less time switching between applications on their computers.

Benefits include improved efficiency through automated call logging and tracking, enhanced client service with access to comprehensive caller information via caller-ID screen pops, better management of client interactions, increased collaboration among agency teams and a unified view of client data. 

Yes, this is one of the most valuable features of the Ooma Office for AgencyZoom integration. When a call comes into the agency and the caller-ID number matches an AgencyZoom contact, a screen will pop up with additional information. Agents will be able to open the matched contact in AgencyZoom by pressing a button and a record of the call will automatically be created in the AgencyZoom database. The call record includes the call direction (incoming or outgoing), the caller and the recipient, time of the call and the length of the call.

Visit the Ooma Office for insurance agencies web page to discover how you can increase client loyalty, improve staff productivity and run your insurance agency from any location with the Ooma Office mobile and desktop apps. Ooma Office offers more than 100 business phone features, including Virtual Receptionist, audio and video conferencing, Virtual Faxing, Ring Groups, Call Recording and Enhanced Call Blocking and many more.

Go to the Ooma Office Pro Plus for AgencyZoom support page for easy-to-follow instructions. Don’t have Ooma Office Pro Plus yet? Existing Ooma Office customers can upgrade in Ooma Office Manager, the online account management portal for administrators. New customers can learn about Ooma Office Pro Plus and its advanced features at www.ooma.com/office/pro-plus/ and sign up when they are ready to get started.