Slideshareblue Butler™ I Dr

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blueButler™ iDR blueButler iDR for Insurance

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The blueC, blueButler iDR Slide Deck

Transcript of Slideshareblue Butler™ I Dr

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blueButler™ iDR

blueButler iDR for Insurance

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Agenda

• Introductions• Why blueButler iDR?• Investment

blueButler iDR for Insurance

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blueButler iDR for Insurance

Why blueButler iDR?

• Improve Customer Retention Rates.

• Grow Your Existing Book of Business.

• Improve the Quality of the Customer Experience.

• Maintain a Highly Qualified Workforce.

• Enhance the Value of the Agency Management System.

• Mitigate E&O exposure.

blueButler iDR Enables Agencies to:

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blueButler iDR for Insurance

Customer Retention & Revenue Growth

• Proactively manage the Renewal process.

• Automates Campaigns

• Identify new leads and revenue growth opportunities.

• Close business over the phone. • Communicate to Agents critical information such as new product

offerings, competitive intelligence, and compliance matters.

blueButler iDR enables Agencies to:

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blueButler iDR for Insurance

WHAT IS blueButler iDR iDR?

• Secure Phone Recording technology

• Turnkey Windows system

• Integrated Suite of Applications and Reports

• Agency Management System integration

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Errors & Ommisions

blueButler iDR for Insurance

blueButler iDR enables Agencies to:

• Automatically transfer recorded calls to the Agency Management System.

• Minimize investigative costs and payouts.

• Real-time access to recorded conversations.

• Reduce the risk of creating a disgruntled customer.

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Highly Qualified Workforce

blueButler iDR for Insurance

blueButler iDR enables Agencies to:

• Implement Customer Service “Best Practices.”• Provide Sales training designed for the Insurance Industry, by

Insurance Industry subject matter experts.

• Offer training in multiple formats.

• Improve Employee Satisfaction.

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Improve the Quality of the Customer Experience

blueButler iDR for Insurance

blueButler iDR enables Agencies to:

• Develop and enforce Quality standards. • Implement continuous quality improvement. • Track and monitor telephone related business processes.• Monitor telephone skills and offer improvement efforts.

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Improve the Value of Your CRM orAgency Management System

blueButler iDR for Insurance

blueButler iDR enables Agencies to:

• Realize seamless integration/interoperability with all major Agency Management Systems.

• Maintain a single repository for customer information and call recordings. Provide Sales training designed for the Insurance Industry, by Insurance Industry subject matter experts.

• Offer training in multiple formats.

• Improve Employee Satisfaction.

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blueButler iDR for Insurance

FEATURES & BENEFITS

Automated Lead Generation

Phone Call Recording

Objection Handling Techniques

Quality Benchmarks / Evaluations

Agency Management System Connection module

Data Mining Call Activity Reports

Audio Consent Scripts

Peer-to-peer training

Call-of-the-Week reviews

Self-paced / Group Sales Training

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blueButler iDR for Insurance

Copy / Paste or email integration supported with every Agency Management System(connection module in development for Broker Workstation)

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blueButler iDR for Insurance

Know what is happening in your business – listen to calls; download / email to share; evaluate; include in

your in-house training material

Monitor real-time phone call activity.See who is on a call, for how long, and

compare calls per person.

Locate any recorded call with ease.Use the filter options to locate calls by

date, person, caller-id, and other criteria.

Link any recorded call on selected Agency Management System systems – access and

play them directly from the Agency Management System client record.

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blueButler iDR for Insurance

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blueButler iDR for Insurance

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blueButler iDR for Insurance

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blueButler iDR for Insurance

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blueButler iDR for Insurance

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blueButler iDR for Insurance

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blueButler iDR for Insurance

BROKER FEEDBACK

Access Insurance Group(Improved business efficiencies)

Advocate Insurance Group(Call review training & dispute resolution)

Haber Blain Insurance Brokers(Higher retention rates, reduced paperwork, 6 month payback)

McCam Insurance(Higher retention rates)

Willis Canada(E&O mitigation)

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blueButler iDR for Insurance

BOTTOM LINE IMPACT

• Mitigate your E&O Exposure• Drive Revenue

– Improve renewal rates– Up-sell / cross-sell lead conversions– New business

• Protect your Customer Base– Know what your customers are hearing

• Improve your Customer Experience– Coaching / training– CSR Best Practices

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blueButler iDR for Insurance

APPENDIX

• Trunk / Station-side Recording

• IP Station Recording

• Dialogic option

• Architecture

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blueButler iDR for Insurance

PUBLICTELEPHONE

network

PBX Digital or Analog Phones

Digital or AnalogStation taps

Phone System(PBX / KEY)

PRI/T1/E1 or Analog trunk taps

SMDR data feed from PBX

Station-side

Recording

Trunk-side

Recording

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blueButler iDR for Insurance

IP station

Recording

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blueButler iDR for Insurance

PUBLICTELEPHONE

network

Dialogic card(s)

- Digital station emulation

- Analog line

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blueButler iDR™

Server

PBX / KEYsystem

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DIALOGIC OPTION• Playback Privacy using any phone

• On-Demand Recording

• Live Monitor any recorded phone

(local or remote access)

• Broadcast Messaging

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OPTION:Virtual IT infrastructure(e.g., VMWare on blade

servers with SAN)

IP Application Server

Appliance(Call processing /

Call recording)

PBX LAN

REMOTEOFFICE

PBX

PUBLICTELEPHONE

network

LAN

Appliance

INTERNET