For Financial Planners and Insurance Brokers, carrying out your customer’s instructions and retaining those instructions on file is critical to professional integrity.
Recording the phone conversation is the ultimate way to retain proof of the verbal instruction.
For Financial Planners and Insurance Brokers, carrying out your customer’s instructions and retaining those instructions on file is critical to professional integrity.
In today’s pace of business it’s all too easy to take a verbal instruction from a customer only to later on find that instruction in dispute. After all, no one wants disputes to get in the way of nurturing an ongoing relationship with your customer.
Recording the phone conversation is the ultimate way to retain proof of the verbal instruction.
TelcoEdge make call recording very simple by recording the inbound call in the cloud, thereby eliminating the need to buy expensive equipment.
For the savvy broker, call recording is actually included free with every TelcoEdge inbound telephone number including 13, 1300, 1800 and virtual phone numbers.
At the end of the call the audio file is either sent to you via email or a secure remote web service. The on-line reporting interface can also retain the files if preferred.
Or speak with one of our Customer Solution experts on 1300 20 88 20