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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.
  • 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.

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