Your phones are your lifeline. Every intake call is a chance to win business, build trust, and capture critical details. The problem? Calls come fast, notes get lost, and follow-ups slip. Voipcom + AgencyBloc fixes that—automatically.
The Problem Agencies Face Every Day
- Calls stack up and details get missed.
- Notes live on sticky pads or in someone’s head.
- Manual data entry slows your team down.
- Follow-ups slip, prospects go cold.
Voipcom + AgencyBloc: From Missed Details to Instant Lead Capture
With Voipcom integrated to AgencyBloc, the moment the phone rings your CRM is already working:
- New lead auto-created in AgencyBloc when the caller is new.
- AI intake summary adds clean, readable notes—no wall of text.
- Smart routing assigns to the right producer, fast.
Producers spend less time typing and more time talking to prospects.
AI Call Summaries Built for Insurance Intake
Voipcom AI captures what matters most for your lines of business:
- Who called and how to reach them.
- What they need (Medicare, Individual/Family, Group Benefits, Life).
- Key details like provider network, Rx concerns, premiums, timelines.
- Clear next steps with owner and due date.
The result: crisp, consistent notes your team trusts—and can act on immediately.
What This Means for Your Agency
- Speed-to-lead skyrockets—no lag between call and CRM entry.
- Better client experience—no repeating info, faster answers.
- More time selling—less manual busywork.
- Manager visibility—every call, note, and follow-up tracked.
It’s not just saving minutes. It’s capturing revenue you used to lose.
Real-World Impact
A Phoenix-based health insurance broker rolled out Voipcom + AgencyBloc and, in the first month:
- Every inbound call auto-logged with an AI summary.
- Leads routed instantly to the right producer.
- Producers saved 3–4 hours per week previously spent on notes.
They responded faster, delighted prospects, and sold more during AEP.
Ready to Turn Intake Calls into Action?
Explore Voipcom AI for call summaries that write themselves, and Voipcom Network for business-grade phone service that just works.
No more missed leads. No more messy notes. Just clean, instant call intelligence inside AgencyBloc.
Frequently Asked Questions
Will this work with our current AgencyBloc routing rules?
Yes. Your existing routing rules continue to assign leads, our integration simply ensures every qualified caller becomes a clean, actionable record.
Do agents need to change how they work?
No. Agents answer calls as usual. The system captures details and creates notes automatically, so producers stay focused on conversations and closing.
What kinds of calls benefit most?
Intake heavy conversations, Medicare, Individual/Family, Group Benefits, and Life, where details matter and follow-up speed wins deals.
Does it help managers and owners?
Absolutely. Every call is tracked, notes are consistent, and next steps are visible, so you can coach, forecast, and scale with confidence.
