The operations layer insurance agencies run on.
No more separate connectors, transcription tools or signature services. Your AMS, your CRM and your phone system keep working — EcoLink is the layer that unifies them.
Certified by Applied Systems, Vertafore and RingCentral. Built for insurance agencies and nothing else.
Introducing
EcoLink One — the insurance operating system for customer engagement and daily communications.
An operating system does four things: it runs everything through one place, it knows who the customer is, it records what happened, and it tells you what to do next. EcoLink One does all four, inside the management system the agency already runs.
- 01
One place
Calls, text, email, video and signature from a single screen. No switching, no second window, no copying between systems.
- 02
One identity
The customer is resolved before the second ring, and every interaction attaches to the right record automatically.
- 03
One record
Everything writes back to Applied or Vertafore as it happens. Nobody retypes a call into a note.
- 04
One next action
IQ surfaces what to do next on every account, before the client has to ask.
Five systems became one layer. That is the difference between software an agency uses and an operating system an agency runs on.
Command Center
Every application the agency uses in one place, with the integrated ones writing back to the AMS.
See Command CenterAIRS
Inbound calls routed by AI to the person who owns the relationship.
See AIRSIQ
The next action on every account, surfaced before the client has to ask.
See IQeTrans
Calls transcribed and summarised, on the record, without anyone taking notes.
See eTranseMessage
Two-way text from the same screen, consented and archived.
See eMessageeSIG
Signature requests sent and returned against the policy they belong to.
See eSIG
The bundle
Phone service, equipment, integration and installation. One program, one price.
Most agencies buy these from three or four different companies and spend the difference on managing them. EcoLink delivers all of it as one program — RingCentral RingEX service, a device for every user, the AMS integration and a managed installation, at one fixed price per user.
Agencies buying RingCentral service, equipment and AMS integration separately typically pay nearly 50–60% more than the EcoLink bundled price.
See what's in the bundle- 01Connect
- Zero-touch communications. Voice, SMS, video and chat under one identity-aware platform — matched, routed and logged automatically.
- 02Manage
- AMS-native operations. Your agency management system becomes the command center. Every call, message and task ties itself to the customer record without manual entry.
- 03Grow
- AI-accelerated productivity. Serve more clients with the same headcount. AI handles routing, transcription, summarization and follow-up — your people handle relationships.
Connected to the systems agencies already run
The five steps
Every call follows the same five steps. EcoLink automates all five.
- 01
Identity
The call arrives and EcoLink resolves the customer before the second ring.
- 02
Context
The correct record opens automatically — no searching, no asking for a policy number.
- 03
Routing
AIRS sends the call to the rep who knows the account.
- 04
Intelligence
AI summarizes the call as it happens — next steps, commitments, key details.
- 05
Integration
The activity writes back to the AMS automatically. Nothing to type afterward.
04 Intelligence
AI summarizes the call as it happens — next steps, commitments, key details.
Integrations
Your systems keep working. EcoLink is where they finally meet.
Certified by the vendors agencies already rely on. No screen scraping. No shared credentials. No breakage when updates ship.
Screen pop
The record opens itself.
Agents start the call already knowing who it is — without searching, switching systems or asking a client to repeat information they have given you twice already.
- Matched before the second ring
- Logged when the call ends
- Zero manual effort
Incoming
Unknown number
- Customer
- Policies
- Suspense / Activities
- Communication history
- Summaries
- Tasks
Illustrative. No record contents are shown.
Why EcoLink
Built for insurance. Certified by insurance vendors. Delivered as one platform.
Insurance only.
Every workflow, integration and support process is designed around how agencies actually operate. We do not sell to restaurants and dentists as well.
Certified, not connected.
Applied Systems, Vertafore and RingCentral certify these integrations themselves. No screen scraping, no shared credentials, no breakage when a vendor ships an update.
One vendor, one invoice.
Telephony, platform, hardware, network and integration all delivered by Inteveo. Nobody gets to point at another vendor when something stops working.
AI at the core.
Routing, transcription, summarization and follow-up handled automatically — not bolted on as a separate subscription.
Trust and proof
Certified by the World's Leading Insurance & Communications Providers.
Applied SystemsCertified Integration PartnerEcoLink Integrated Platform. Epic and EZLynx.
View the listing
Orange PartnerOrange Partner across the whole line. AMS360, ImageRight, QQCatalyst, BenefitPoint and Sagitta.
View the listingCertified Delivery PartnerIgnite Certified. EcoLink is built directly on RingCentral telephony.
SalesforceCertified Integration PartnerCall activity writes to Salesforce alongside the AMS.
Two ways to sign up
Come to us for the phones, or bring the RingCentral you already have.
Bundled.
RingCentral RingEX service, a device for every user, the AMS integration and a managed installation — your existing IVR rebuilt, every number ported, US-based support through cutover and for the term. One fixed price per user.
Standalone.
Already running RingCentral? Keep it. EcoLink adds the integration layer on top — same plans, same modules, same support.
Standalone requires an active RingCentral service. EcoLink does not currently integrate with other phone systems.
Thirty minutes, your workflow, no slideware.
We'll show you what a call looks like end to end — and tell you honestly if it isn't a fit.