How unified communications work in an insurance CRM
Status: Available
Every conversation lives on the household. Inbound and outbound SMS, calls, and emails are logged automatically, so any agent can see the full history at a glance.
One timeline per household
Inbound calls and texts land on the right household automatically. Agents log, filter, and reply without leaving the record.
Call intelligence
Recorded calls stream securely in the browser with speaker-labeled transcripts, so conversations become searchable records. Click-to-call works from any phone number, with CDR sync from the agency's phone system.
Email on every household
Email is integrated on each household and threads into the same timeline as calls and texts, plus a dedicated inbox view.
Frequently asked questions
Are calls recorded and transcribed?
Recorded calls stream in-browser with speaker-labeled transcripts where call recording is enabled for the account.
Do inbound texts attach to the right client automatically?
Yes — inbound calls and texts are matched to the household automatically.