Download - Slideshareblue Butler™ I Dr
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blueButler™ iDR
blueButler iDR for Insurance
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Agenda
• Introductions• Why blueButler iDR?• Investment
blueButler iDR for Insurance
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blueButler iDR for Insurance
Why blueButler iDR?
• 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 Enables Agencies to:
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blueButler iDR for Insurance
Customer Retention & Revenue Growth
• 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 enables Agencies to:
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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
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Errors & Ommisions
blueButler iDR for Insurance
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.
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Highly Qualified Workforce
blueButler iDR for Insurance
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.
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Improve the Quality of the Customer Experience
blueButler iDR for Insurance
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.
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Improve the Value of Your CRM orAgency Management System
blueButler iDR for Insurance
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.
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blueButler iDR for Insurance
FEATURES & BENEFITS
Automated Lead Generation
Phone Call Recording
Objection Handling Techniques
Quality Benchmarks / Evaluations
Agency Management System Connection module
Data Mining Call Activity Reports
Audio Consent Scripts
Peer-to-peer training
Call-of-the-Week reviews
Self-paced / Group Sales Training
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blueButler iDR for Insurance
Copy / Paste or email integration supported with every Agency Management System(connection module in development for Broker Workstation)
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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
Monitor real-time phone call activity.See who is on a call, for how long, and
compare calls per person.
Locate any recorded call with ease.Use the filter options to locate calls by
date, person, caller-id, and other criteria.
Link any recorded call on selected Agency Management System systems – access and
play them directly from the Agency Management System client record.
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blueButler iDR for Insurance
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blueButler iDR for Insurance
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blueButler iDR for Insurance
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blueButler iDR for Insurance
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blueButler iDR for Insurance
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blueButler iDR for Insurance
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blueButler iDR for Insurance
BROKER FEEDBACK
Access Insurance Group(Improved business efficiencies)
Advocate Insurance Group(Call review training & dispute resolution)
Haber Blain Insurance Brokers(Higher retention rates, reduced paperwork, 6 month payback)
McCam Insurance(Higher retention rates)
Willis Canada(E&O mitigation)
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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
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blueButler iDR for Insurance
APPENDIX
• Trunk / Station-side Recording
• IP Station Recording
• Dialogic option
• Architecture
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blueButler iDR for Insurance
PUBLICTELEPHONE
network
PBX Digital or Analog Phones
Digital or AnalogStation taps
Phone System(PBX / KEY)
PRI/T1/E1 or Analog trunk taps
SMDR data feed from PBX
Station-side
Recording
Trunk-side
Recording
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blueButler iDR for Insurance
IP station
Recording
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blueButler iDR for Insurance
PUBLICTELEPHONE
network
Dialogic card(s)
- Digital station emulation
- Analog line
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blueButler iDR™
Server
PBX / KEYsystem
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DIALOGIC OPTION• Playback Privacy using any phone
• On-Demand Recording
• Live Monitor any recorded phone
(local or remote access)
• Broadcast Messaging
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blueButler iDR for Insurance
OPTION:Virtual IT infrastructure(e.g., VMWare on blade
servers with SAN)
IP Application Server
Appliance(Call processing /
Call recording)
PBX LAN
REMOTEOFFICE
PBX
PUBLICTELEPHONE
network
LAN
Appliance
INTERNET