Vertafore · Orange Partner

Certified across the Vertafore line.

Not one product — the whole line. Calls resolve to the customer, route to the person who owns the account, and write themselves back when they end.

Products

Calls matched to the customer, opened on screen, and written back to the activity log without anyone typing.

Available with the Vertafore line at additional cost.

Documents and signed forms file themselves against the customer, instead of living in somebody's downloads folder.

The caller is identified from the QQCatalyst record and routed to the rep who owns the account.

Benefits accounts resolve the same way as P&C, so group teams work from the same screen pop as everyone else.

Full match, route and write-back for agencies still running Sagitta.

Vertafore Orange Partner.

What integrated means here

Four things move between EcoLink and your systems.

EcoLink reads the customer record to match the inbound number before the call is answered. Read-only, and the reason the screen pop works.

Out

Calls, messages and summaries write back to the account when they end. This is the half that removes the typing.

Both ways

Presence, ownership and assignment stay in step across the phone system and the AMS, so neither one is quietly out of date.

Documents

Signed forms and attachments land in the customer's file, not in a personal inbox or a downloads folder.