The Insurance Firm

download pdf
Industry : Insurance
Fonality provides us a professional phone system to help keep us in contact with our clients and makes it easy for our clients t
- Rick Abell
Broker
About the Customer

The Insurance Frim helps their customers secure their future through the use
of insurance products ranging from Life, Disability, Health, and Long Term
Care Insurance.

Challenges:

• Find an affordable solution that didn’t require a capital expense or a large
  initial investment
• Project a professional sound and feel to customers calling in
• Provide a business phone solution that is flexible and easy to install and
  manage

The Solution:

• Standard Edition for 2 employees
• Auto Attendant, Name Directory & Music On Hold project professional
look and sound to callers
• Unlimited Inbound and Outbound Calling saves on long distance
• Voicemail
• Call Forwarding assures employees they’ll never miss a call
• Web Admin User Panel gives administrators the ability to manage all
aspects of phone system remotely or a user panel for individuals allows
anyone to manage their personal configurations
• Powerful Reporting provides real-time call logs for all extensions with
powerful search and filter parameters