Ring any number from the CRM, record calls for compliance, and auto log every call to the lead record. Built for insurance producers.
Most agents bounce between their RingCentral softphone and their CRM. Calls do not get logged, notes get lost, compliance breaks.
Producers forget to log calls. Audit trails break.
Recordings live in RingCentral, notes in the CRM. Two systems, two searches.
Typing numbers wastes 30 seconds per call. Over a day, hours lost.
Every lead record has a call button. One click dials.
Every inbound and outbound call logs to the contact.
Recordings play directly in the CRM lead record.
Missed call triggers auto SMS with booking link.
Inbound call opens lead record automatically.
All call logs and recordings retained for audit.
Keep your phone stack, add CRM integration.
50 plus calls per day producers.
Medicare, life, health needing recorded calls.
Multi producer shops needing shared call logs.
RingCentral integration, click to call, auto logging, missed call text back.
Adds AI receptionist, carrier rater integrations, advanced call workflows.
Book a 20 minute demo. We will show you the RingCentral integration and click to call workflow.