The document describes blueButler iDR, a phone call recording solution for insurance agencies. It helps agencies improve customer retention, grow revenue, enhance employee performance, and reduce legal risk. The solution records phone calls, integrates with agency management systems, and provides tools for training, quality control, and data analysis. Customer testimonials found it improved business efficiencies and increased retention rates.

1. blueButler™ iDR
blueButler iDR for Insurance

2. Agenda
• Introductions
• Why blueButler iDR?
• Investment
blueButler iDR for Insurance

3. Why blueButler iDR?
blueButler iDR Enables Agencies to:
• 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 for Insurance

4. Customer Retention & Revenue Growth
blueButler iDR enables Agencies to:
• 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 for Insurance

5. WHAT IS blueButler iDR iDR?
• Secure Phone Recording technology
• Turnkey Windows system
• Integrated Suite of Applications and Reports
• Agency Management System integration
blueButler iDR for Insurance

6. Errors & Ommisions
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.
blueButler iDR for Insurance

7. Highly Qualified Workforce
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.
blueButler iDR for Insurance

8. Improve the Quality of the Customer
Experience
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.
blueButler iDR for Insurance

9. Improve the Value of Your CRM or
Agency Management System
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

10. FEATURES & BENEFITS
 Phone Call Recording  Self-paced / Group Sales Training
 Automated Lead  Audio Consent
Generation Scripts
 Peer-to-peer  Objection Handling
training Techniques
 Call-of-the-Week  Agency Management
reviews System Connection
module
 Data Mining Call Activity Reports  Quality Benchmarks / Evaluations
blueButler iDR for Insurance

11. Paste or email integration supported with every Agency Management
(connection module in development for Broker Workstation)
blueButler iDR for Insurance

12. Know what is happening in your
business – listen to calls; download /
email to share; evaluate; include in
your in-house training material
Locate any recorded call with ease.
Use the filter options to locate calls by
date, person, caller-id, and other criteria.
Monitor real-time phone call activity.
See who is on a call, for how long, and
compare calls per person.
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

13. blueButler iDR for Insurance

14. blueButler iDR for Insurance

15. blueButler iDR for Insurance

16. blueButler iDR for Insurance

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18. blueButler iDR for Insurance

19. BROKER FEEDBACK
Access Insurance Group McCam Insurance
(Improved business efficiencies) (Higher retention rates)
Advocate Insurance Group Willis Canada
(Call review training & dispute resolution) (E&O mitigation)
Haber Blain Insurance Brokers
(Higher retention rates, reduced paperwork, 6 month payback)
blueButler iDR for Insurance

20. 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

21. APPENDIX
• Trunk / Station-side Recording
• IP Station Recording
• Dialogic option
• Architecture
blueButler iDR for Insurance

22. PUBLIC
TELEPHONE
network
PRI/T1/E1 or Analog trunk taps
Trunk-side
SMDR data
feed from PBX Recording
Phone System
(PBX / KEY)
Digital or Analog
Station taps
Station-side
Recording
PBX Digital or Analog Phones
blueButler iDR for Insurance

23. IP station
Recording
blueButler iDR for Insurance

24. DIALOGIC OPTION
• Playback Privacy using any phone
• On-Demand Recording
• Live Monitor any recorded phone
PUBLIC blueButler
TELEPHONE
network
iDR™ (local or remote access)
Server
• Broadcast Messaging
PBX / KEY
system
Dialogic card(s)
- Digital station emulation
- Analog line
blueButler iDR for Insurance

25. PBX LAN INTERNET
Appliance
IP Application Server
PUBLIC
TELEPHONE PBX LAN OPTION:
network
Virtual IT infrastructure
Appliance
REMOTE (e.g., VMWare on blade
(Call processing /
OFFICE servers with SAN)
Call recording)
blueButler iDR for Insurance