Smart AI routing. No receptionist needed.

AIRS — the call goes to the right person on its own.

Inbound calls are matched to the account and routed to the person who owns it, automatically. No phone tree for the client to navigate, no receptionist relaying, no queue where a long-standing customer waits behind a stranger.

• A client who has worked with the same CSR for six years reaches them directly.
• Nobody maintains a menu tree as the agency hires.
• Answer times hold as headcount grows instead of adding a step per producer.

AIRS routing is included with Business and Advanced. Agencies with high-volume or enterprise routing requirements are scoped individually, at additional cost.

IQ — what needs doing today, and what to ask while you have them.

IQ surfaces the day's actions against real accounts — renewals coming up, commitments made on calls, follow-ups nobody logged. It works from what actually happened rather than from what someone remembered to enter.

ePrompt, inside IQ, prompts the agent during the live call: the questions worth asking this customer, on this account, right now. A new CSR sounds like one who has been there five years.

eTrans — the call writes itself down.

Live transcription with speaker identification, and a summary at the end covering what was agreed, what was promised and what happens next. It files against the customer record without anyone typing.

Includes 500 transcriptions and summaries per month, per agency account. The allotment resets each billing cycle and does not roll over. What is included, and the limits

eMessage — texting from the agency's number, on the record.

Two-way SMS and MMS from the agency's own number, TCPA-aware, archived to the customer record like any other contact. Clients text the agency, not somebody's mobile.

SmartText, inside eMessage, lets one number carry all of it — EcoLink parses every message to the right account automatically. No second number, no wondering whose client just texted.

eSIG — signatures without the second vendor.

Send for signature from inside the call and have the executed document file itself back to the customer record. No separate e-signature subscription, no document sitting in an inbox waiting to be filed.

Per-user monthly charge, with an envelope allowance per user per month.

eContact — one view of the account, numbers included.

Every number, contact and communication for an account in one place, managed from the call block. Add a mobile mid-call and it is on the record for everyone, immediately.

DataExchange — one picture from more than one system.

Pulls coinciding information across multiple management and CRM systems, so an agency running more than one — after an acquisition, or because two offices never merged — sees a single view instead of two half-views.