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Ooma Office for AgencyZoom

Pre-built integration between Ooma Office Pro Plus and AgencyZoom enables insurance agents to elevate the customer experience by viewing and interacting with customer details before making and taking calls.

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Key Agency Zoom Integration Features:

Pre-built integration – Quickly deploy and easily manage a solution that fits naturally within the AgencyZoom platform.
Caller-ID pops – Preview customer information including customer name, policy descriptions, policy start/end dates, and policy cost within the Ooma Office desktop application. For prospect calls, the Caller-IDPop shows lead status with a list of sales opportunities.
Call control – Staff can mute themselves, put the call on hold, add a call participant, transfer the call to a staff member, record the call or seamlessly flip the call to another device such as a mobile phone.
Text Message History – Automatically saves text messages to your customer Activities history in Agency Zoom.
Automated history – Automated call logs for matched CRM contacts help ensure accurate customer and lead interaction history.
Staff productivity – Improve agent efficiency and elevate the customer experience by eliminating time-consuming lookups and screen switching when interacting with callers.
Proactive Engagement – Equip staff with the right insights to anticipate needs, predict next steps and provide timely service to create better outcomes for customers and the agency.

FAQ’s

What is the Ooma Office for AgencyZoom integration?

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.

Additionally the integration will allow you to request to capture text messages sent or received by Ooma Office and save them to the contact’s Activities history.

Why is integrating AgencyZoom with Ooma Office important for insurance agencies?

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.

What are the benefits of integrating AgencyZoom with Ooma Office for insurance agencies?

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.

Can VoIP integration help identify incoming calls and link them to client records?

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.

Does Ooma Office capture text messages and save them to AgencyZoom?

Yes, when connected to AgencyZoom Ooma Office Pro Plus users can elect to capture the text of any text messages sent or received to an AgencyZoom contact and save it to that contact’s Activities history file.

Where can we find more details on how Ooma Office powers insurance agencies?

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.

How do Ooma Office Pro Plus customers enable AgencyZoom CRM integration?

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.

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Ooma Office for AgencyZoom

Key Agency Zoom Integration Features:

FAQ’s

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