01
Core
The connected agent desktop, with your AMS wired in.
Command agent desktop · RingCentral telephony integration · AMS sync — the full Applied and Vertafore lines
Bundled Solution
The only native bundled communication solution built for insurance agencies.
Phone service, AMS integration, equipment, AI and support — one provider, one fixed price per user. Not a platform that connects to your agency management system, but one both major vendors certified themselves.
The bundled program costs less than assembling it yourself.
Bundled Core, Business and Advanced are discounted nearly 50–60% against buying the same components separately, depending on what the plan includes. Extended options such as high-volume routing sit above the bundled price.
Your own numbers
The average agency runs on 17 to 25 vendor relationships. Every acquisition multiplies it.
Software, IT infrastructure and security, stitched together by manual workflow and passwords that can be phished. Fragmentation is not a back-office problem — it is a margin, compliance and producer-productivity problem.
Up 37%
customer satisfaction
Up 39%
agent productivity
Down 22%
total cost
Up 26%
return on investment
Measured across EcoLink agencies over twelve months.
What the bundle is
Three plans. One fixed price per agent.
Every plan runs two ways — bundled with RingCentral RingEX phone service and a device per user, or standalone as integration into the agency management system you already run. Either way the price is fixed, and regulatory fees and taxes are the only things outside it.
Core · Business · Advanced — with Enterprise available for larger engagements: contact us for options and information.
Phone service
RingCentral RingEX, carried by Inteveo.
AMS integration
Applied and Vertafore, certified.
Equipment
A desk phone or headset per seat.
AI
Routing, transcription, summaries, signatures.
Support
US-based support. One team, one ticket queue.
Every plan comes with one fixed price, one bill and one support relationship. What differs between the three is how much of the platform is switched on.
02
Business — most flexible
Core, plus only the integrations you actually want.
Most agencies land here.
03
Advanced
Every module included, nothing to configure.
Everything switched on from day one.
Every plan, either way you buy it
Core, Business and Advanced are each available bundled with RingCentral RingEX — service, equipment, managed installation and integration on one fixed price — or standalone, as the EcoLink integration added to the RingCentral service your agency already has.
The bundle is the cheaper way in. Buying the phone service, the equipment and the integration as one program costs substantially less than buying the three separately.
Bundled or Standalone
Every plan comes both ways.
Bundled — RingCentral service and equipment included
Bundled is the full program: RingCentral RingEX service, a device per user, the AMS integration, managed installation and the platform on one fixed price.
Standalone — already on RingCentral
Standalone is for agencies already running RingCentral. You keep the service you have; EcoLink adds the integration layer on top of it — the same plans, the same modules, the same support. What changes is only whether the phone service and the devices come from us.
Standalone requires an active RingCentral service. EcoLink does not currently integrate with other phone systems. If your agency is on a different platform, the bundled solution is the path — and for most agencies it costs less than what they are paying now for the same three things bought separately.
Monthly or annual billing
All three plans bill monthly. Annual terms are available on request for any plan, bundled or standalone.
Capabilities
Three things working inside the modules.
ePrompt, in IQ
Prompts the agent on what to ask the customer while the call is live. Not a separate product: it is how IQ shows up in the conversation.
SmartText, in eMessage
One number carries all SMS and MMS for the agency, and EcoLink parses every message to the right account automatically. No second number, no wondering who a text belongs to.
DataExchange
Pulls coinciding information across multiple AMS and CRM applications, so an agency running more than one system sees one picture instead of two.
What Advanced includes
Modules
- AIRS
- IQ
- eTrans
- eMessage
- eSIG
- eContact
Integrations
- Outlook
Advanced includes all of them. Business includes AIRS and Outlook, and offers IQ, eTrans, eMessage and eSIG as paid add-ons.
ImageRight is not in this set — it is a Vertafore integration, available with the Vertafore line at additional cost rather than as a plan module.
One of these carries its own limit
: eTrans includes 500 transcriptions and summaries per month, per agency account, with paid options above it. The Command Center carries no added charge.
Account level
Features are enabled at the account level and apply to every user — individual users cannot opt in or out separately.
What it replaces
One platform replacing five or more vendors.
Phone, SMS, signing, recording and compliance stop being five separate relationships with five renewal dates. When a call drops, there is no argument about whose fault it is.
1
unified platform replacing 5+ vendors
7
native AMS integrations across Vertafore and Applied
100%
of calls, texts and signatures captured in the AMS
24/7
North American support with carrier-grade reliability
Commercial terms
Every annual increase you don’t pay stays in the agency.
- Fixed per-agent pricing, the same rate as the agency scales — single office through multi-branch.
- Grow at the price you signed at. Add seats at any point in the 48 months and they cost what your first ones did. Hire twenty people in year three and none of them costs more than the first ten.
- No per-minute or per-message fees. Voice and SMS are in the cost.
- Price held for 48 months. No annual increases inside the term.
- Minimum 10 users and a 48-month agreement. Seat count can grow at any time and does not fall below the number you start with.
- The plan you choose runs for the term. Plans and modules are selected at signup.
- No capital expense — equipment is part of the program, not a purchase.
What one line on the invoice actually contains
The bundle is one fixed price per user. Inteveo carries the RingCentral service and the equipment inside that number — the agency does not hold a separate phone bill, a separate hardware invoice or a separate integration licence. That is the structural difference from buying the same three things from three companies.
- RingCentral phone service — carried by Inteveo, not billed to you separately
- A device per user — desk phone or wireless headset, your choice per seat
- Integration with your primary AMS
- Command Center, at no added charge
Devices are included for as long as the agency is subscribed. They appear as rentals inside the total price and remain Inteveo's equipment — the agency does not buy them, does not depreciate them, and does not own them. When a handset fails, it is replaced rather than repaired at your cost.
Regulatory fees and taxes sit outside the fixed price — e911, federal universal service, and state and local tax. Everything else in the plan is the plan.
What sits outside the bundle
Stated plainly, because every one of these turns up eventually:
- Additional active or parked numbers — local, toll-free, fax
- Additional equipment — extra handsets, headsets, reception modules
- Integration to a third application, beyond the AMS
- Integration to a second agency management system — subject to availability, at additional cost. Worth stating: multi-AMS agencies and acquisitive brokerages will ask this first.
- Per-location licence and admin fee
- 5G failover and portable connectivity — see Internet Devices
- Shipping and handling
- Taxes and regulatory fees, including e911, federal universal service and state and local tax
Recurring EcoLink charges are collected by ACH; RingCentral service is billed directly by RingCentral. Early termination fees apply.
Promotional bundling applies to new customers who sign up and activate within the offer period, is available only through EcoLink, and cannot be combined with other discounts or offers. Taxes and regulatory fees are not included. Additional terms may apply.
Pricing and availability depend on your plan, the number of users and locations, and the options you select.
Getting live
Nobody is afraid of the phone system. They are afraid of the cutover.
EcoLink handles AMS integration, number porting, IVR build and training. No downtime, no parallel systems, no numbers lost — every agency number ports into RingCentral.
Standalone
Standalone implementations go live in about 15 days.
White-glove training
included; producers and CSRs stay inside the AMS they already know
Managed installation, not a self-service login
When EcoLink implements your RingCentral service, we rebuild what you already have rather than hand you a blank system and a manual. Your call flow arrives on the new platform working the way your agency works today.
Your IVR and auto attendant, rebuilt to match.
The menus, the options and the routing your callers already know — reproduced on the new system, then improved where you want them improved.
Every number ported.
Nothing is lost, retired or replaced. The numbers on your cards, your carrier appointments and fifteen years of client speed-dials all keep working.
Complete managed installation.
Configuration, provisioning, testing and go-live are run by us. Nobody at the agency is asked to become a phone administrator.
US-based technical support, during and after.
The same team through installation and then for the whole term of the service — not a handoff to a queue once the invoice clears.
With AIRS, the routing rebuilds itself
Agencies that take AIRS get AI-driven call management as part of the plan: incoming calls are routed automatically, without a menu tree to maintain or a receptionist to relay them. The agency answers faster as it grows instead of adding a step for every new producer.
Support, compliance and your data
One support relationship, one compliance boundary.
24/7 North American support with carrier-grade SLAs for phone service, and business-hours support for the EcoLink integration. One partner handles service, billing, training and integration.
Sales — call us. The number is published in the header and footer of every page.
Sales800.501.2756SOC 2 controls — compliance, not certification.
HIPAA and cardholder data are in scope only under a signed addendum. TCPA-aware messaging, two-party recording compliance, and automatic PII and PHI redaction in AI transcripts — voice, SMS and AI inside one boundary rather than four.
The agency owns all data.
Everything is exportable at any time; EcoLink acts only as custodian. Retention windows align with the agreement term and your compliance posture.
Security
The password is the way in. So we removed it.
Stolen credentials are the most common entry point into an agency, and every layer of software security sits behind one. Trustera Systems replaces the credential itself with hardware.
Trustera Systems — hardware-centric Zero Trust
Identity anchored in a physical card rather than a secret. Nothing is stored, nothing is transmitted, and nothing can be phished — because there is no password to take.
One card replaces every password.
The agent taps it, and the workstation and the platform come up authenticated.
Onboarding in under a minute.
A new agent is live without an IT ticket.
Revocation is instant.
When someone leaves, access ends the moment the card is deactivated — no chasing accounts across a dozen systems.
Hardware-anchored, not software-simulated.
The distinction matters for regulated environments, where software-only approaches do not satisfy the standard.
Designed against SOC 2, HIPAA and state insurance cybersecurity requirements — the frameworks an agency is actually measured on.
Talk to us about TrusteraCertifications
Certified by the vendors your agency already runs on.
Applied Systems — Certified Integration Partner
Epic, EZLynx
Vertafore — Orange Partner
AMS360, ImageRight, QQCatalyst, BenefitPoint, Sagitta
RingCentral — Certified Delivery Partner, Ignite Certified
Salesforce — Certified Integration Partner
HP — Business Partner
Applied Client Network — member
What's included, at a glance.
- Platform
- Command CenterAMS integration (AMS360, QQCatalyst, BenefitPoint, Sagitta, Epic, EZLynx; ImageRight at additional cost)Microsoft Outlook integrationunified Communication Historyrole-based admin
- Communications
- RingCentral RingEX phone servicefull number portingtwo-way SMS, TCPA-aware and archived to the AMSvideo and messaging
- Equipment
- Poly Edge E450 desk phone or Poly Voyager Focus 2 wireless headset — one per user, choose per seat, included in the fixed price and pre-provisioned to the extension
- AI stack (Advanced)
- AIRS call routingIQ daily actions, with ePrompt prompting agents on what to askeTrans transcription and summarieseMessage two-way SMS with SmartTexteSIG eSignatureeContact unified account viewDataExchange across systems
- Service
- Implementation, number porting, IVR build and training24/7 North American phone supportone account team for service, billing and integration
- Compliance
- SOC 2 controls (compliance, not certification)HIPAA data under a signed Business Associate Agreementcardholder data under a signed PCI addendumTCPA-aware messagingtwo-party recording compliancePII and PHI redaction in transcripts
- Optional
- Third-application integrationadditional numbers and equipmentper-location licence5G failover router and portable hotspot
The terms that form part of the agreement
Bundled Solution
Bring us your vendor list.
Tell us how many agents you have and what you are paying five people to do. We will show you what one program looks like instead — and tell you honestly if the numbers do not work for you.