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The blueC, blueButler iDR Slide Deck
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blueButler™ iDR
blueButler iDR for Insurance
Agenda
• Introductions• Why blueButler iDR?• Investment
blueButler iDR for Insurance
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:
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:
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
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.
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.
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.
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.
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
blueButler iDR for Insurance
Copy / Paste or email integration supported with every Agency Management System(connection module in development for Broker Workstation)
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.
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
blueButler iDR for Insurance
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)
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
blueButler iDR for Insurance
APPENDIX
• Trunk / Station-side Recording
• IP Station Recording
• Dialogic option
• Architecture
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
blueButler iDR for Insurance
IP station
Recording
blueButler iDR for Insurance
PUBLICTELEPHONE
network
Dialogic card(s)
- Digital station emulation
- Analog line
)))
blueButler iDR™
Server
PBX / KEYsystem
)))
DIALOGIC OPTION• Playback Privacy using any phone
• On-Demand Recording
• Live Monitor any recorded phone
(local or remote access)
• Broadcast Messaging
blueButler iDR for Insurance
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