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OrbIT

OrbIT for Insurance

Know who's calling, and keep the CRM current.

Connect agency phone systems with your CRM so callers are identified, interactions are logged and follow-ups are created automatically.

Click to Book a Demo

Workflow

  1. 1Customer call
  2. 2OrbIT
  3. 3Customer identification
  4. 4CRM record
  5. 5Interaction summary
  6. 6Follow-up

Policyholder conversations live in people's heads, not in the CRM.

Renewals, coverage questions and claims updates all start with a phone call. When those calls are not logged, the next person who speaks with the customer starts from zero — and follow-ups depend on sticky notes.

How it works, step by step.

  1. 01

    A customer calls the agency

    Call metadata is received from the phone system.

  2. 02

    OrbIT identifies the customer

    Matched against existing CRM records.

  3. 03

    The CRM record is updated

    Call activity is added to the customer's interaction history.

  4. 04

    A summary is drafted

    Where authorized transcripts are available.

  5. 05

    A follow-up task is created

    Assigned to the right person with context attached.

See the workflow run.

Synthetic data, real sequence. It plays on its own; pause it or step through at your pace.

Phone system

Received

Customer call ended

Caller
(555) 019-8832
Line
Personal lines
Duration
9m 12s

Automation results

  • Call record received
  • Call interpreted (pending)
  • Customer record matched (pending)
  • Interaction history updated (pending)
  • Next action assigned (pending)

Step 1 of 5

Synthetic data. In a demo we run the same flow against the systems you use.

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Business benefits

Customer matching
Calls are associated with the right customer record.
Call activity synchronization
Interactions appear in the CRM without manual logging.
Complete interaction histories
Anyone picking up the account sees what was discussed.
Follow-up task creation
Next actions are captured while the context is fresh.
Agency performance analytics
Understand call volume and responsiveness across the agency.

Safeguards

  • OrbIT integrates with CRM and customer management platforms through their available APIs. Carrier systems and agency management systems are evaluated case by case.

Questions

Does OrbIT connect to insurance carriers?

OrbIT focuses on your agency's phone system and CRM. Direct carrier or agency management system connections are evaluated individually and are not assumed.

Products used

Other industries

See OrbIT for Insurance with your own systems.

We walk through a live workflow and review which of your phone, CRM and business platforms OrbIT can connect.

Click to Book a Demo

Planning a project instead?

For AI strategy, CRM development, custom integrations or governance work, start with a consultation.