01
Command
The agent desktop. Calls, messages, email and the customer record in one place, with presence, transfers and the account’s whole history in front of whoever picks up. Included in every plan at no added charge.
CommandPlatform
One layer where your calls and your agency data finally meet.
EcoLink sits between the phone system and the agency management system and makes them behave like one product. Nothing is replaced. Nothing is scraped. The two systems your agency already depends on start telling each other what they know.
The platform
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
Not another system to log into.
Most software an agency buys adds a window. EcoLink removes them. Producers and CSRs keep working in the management system they already know — the platform runs underneath, doing the matching, the routing and the writing back that people otherwise do by hand.
That is what “operations layer” means in practice, and it is the whole design: the measure of success is that nobody notices it during a call.
Your AMS keeps working.
Applied Systems and Vertafore, certified by the vendors themselves.
Your CRM keeps working.
Salesforce alongside the AMS, not instead of it.
Your phone system keeps working.
RingCentral, whether it comes from us or you already have it.
Every call follows the same five steps. EcoLink automates all five.
- 01
Identity.
The call arrives and EcoLink resolves the customer against the management system before the second ring — matched on the number, with no lookup and no hold.
- 02
Context.
The correct record opens on screen. Policies, suspense and recent history are already there, so the conversation starts at the second sentence instead of the first.
- 03
Routing.
AIRS sends the call to the person who owns the account rather than to whoever is free. A client who has spoken to the same CSR for six years speaks to them again.
- 04
Intelligence.
The call is transcribed and summarized as it happens — commitments, next steps and details captured without anyone taking notes.
- 05
Integration.
The activity writes itself back to the customer record when the call ends. Nothing to type, and nothing lost because someone got busy.
Three parts, one platform.
Where the work happens, what the AI does, and what the principal can see.
02
AI capabilities
Six modules — AIRS routing, IQ daily actions, eTrans transcription, eMessage two-way SMS, eSIG signatures and eContact unified account view — with ePrompt, SmartText and DataExchange working inside them.
AI capabilities03
Reporting
What the principal can see — call volumes, durations and outcomes across the agency, by person and by queue. Managers can see where the time goes and which teams need support, rather than inferring it from complaints.
Reporting and analyticsAIRS routing is included with Business and Advanced. Agencies with high-volume or enterprise routing requirements are scoped individually, at additional cost.
Four things move between EcoLink and your systems.
“Integrated” is the most abused word in agency software. Here is exactly what crosses, and in which direction.
- Identity
- — read from the customer record to match the inbound call. Read-only.
- Activity
- — calls, messages and summaries written back to the account when they end.
- Status
- — presence, ownership and assignment kept in step both ways.
- Files
- — signed forms and attachments land in the customer's file, not a downloads folder.
Certified is a different word from connected.
A connected integration is somebody’s script logging into your management system with a borrowed password. It works until the vendor ships an update — and then nobody owns the problem. A certified one has been through the vendor’s own review, is kept current with their releases, and has a support path that does not start with proving the fault is real.
- Applied Systems · Certified Integration Partner
- Vertafore · Orange Partner
- RingCentral · Certified Delivery Partner, Ignite Certified
- Salesforce · Certified Integration Partner
The agency owns everything in it.
Every call, message, transcript and document belongs to the agency and is exportable at any time. EcoLink is the custodian, not the owner. Communication history is retained and searchable across calls, SMS and email, so the record of an account is one record rather than four.
Thirty minutes on your own call flow.
Bring the management system you run and one difficult call. We will show you what those five steps look like on your data — and tell you honestly if it is not a fit.