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

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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

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