Vertafore AMS360 Integration

In the complicated world of insurance, time is money. The developers at DYL understand this concept and have designed a complete integration system with the ability to instantly transfer client records between the DYL phone system and Vertafore. Agents across the country will enjoy a more streamlined and efficient business infrastructure while maintaining vital client relationships.

Let’s discuss some of the benefits you can expect to see when using DYL integration for better agency management.

Learn More

Benefits of Using DYL Integration

Have you ever considered how much time and money your agency spends fumbling through your Vertafore software finding necessary policy records? DYL can now automatically populate your callers policy records before ever speaking to an agent. In addition to freeing up vital time to boost revenue, here are some of the key benefits you can expect when partnering with DYL:

  • Efficiency: Our “screen pop” feature will automatically populate your callers Vertafore record, disposing of the need to spend crucial time searching for a customer’s account. This feature alone will save agents dozens of hours being mired down by busy work.
  • Priorities: Doing away with these needless distractions will leave more time for lucrative cross sales and account rounding.
  • Improved Client Relations: Having client records in front of you, with the ability to recall account details and address a client by name will add the personalized service customers crave.
  • Improved Morale: Better tools mean increased productivity and improved office morale and motivation.

Top Services for Vertafore AMS360

We offer a complete suite of features as part of our DYL Business Phone Service. Here are our most popular features:

  • Screen Pop- Automatically load your callers Vertafore customer record, freeing you to personally greet the caller and quickly navigate any concerns.
  • Unlimited Call Recording- Each phone plan we offer includes unlimited call recording and tracking.
  • Note Option- This feature allows customers to post a note to DYL’s lead manager, which will automatically populate in the client’s record. No more missed messages or crossed wires.
  • Virtual Office- This real time switch board will increase visibility on all active calls within the company. Drop and drag transfer will ease heavy load capacity and redirect calls to their proper destinations.
  • Text Messaging- This built in text messaging feature gives agents the ability to send texts, photos or PDF directly from a desktop using your business phone number. The options are endless!

And the list goes on and on! Once you’ve tried DYL, you’ll never look back. Call our sales specialists today at 855.357.9249.

Order Your DYL Business Phone Service Today!

Seamlessly merge your existing Vertafore software with DYL’s business VOIP with VoiceConnect technology. Streamline and simplify while simultaneously increasing your revenue and public image. Access client files and work anywhere there is an internet connection; no need to be chained to your office. If more freedom with higher revenue and client retention is your goal, call today at 855.357.9249 for more information from our dedicated sales specialists or click here to schedule a demo.