ENGAGEMENT

Build client relationships with Quility® Switchboard®

The #1 automation and appointment setting platform:
  • Choices in workflow
  • Appointment scheduler
  • Activity and production reports
  • Sales funnels and automations
  • Customized websites
  • Pre-built marketing campaigns

Boost your production with Switchboard

Switchboard’s tech and multi-channel communication abilities (calls, SMS, email, Facebook, Instagram and more!) connect client touchpoints at every step of the engagement process.

What agents are loving about Switchboard

Switchboard has been the biggest game-changer in my production. You don’t need a script, just be yourself and let the automation help you along the way!
Tom L.Agent
Tom L.
Switchboard simplifies my business and gives me so much valuable time back!
Wini B.Agent
Wini B.
Previous
Next

Switchboard enhances the efficiency of client outreach so you can meet every client where they are.

Connect to Switchboard

Seamless booking experience with the appointment scheduler

Your potential clients can book directly from your online calendar, eliminating the hassle of manual scheduling. Integrates with Outlook, Google Calendar and more.
  • Online booking calendar
  • Time zone recognition
  • Outlook, Zoom and Google interactions
  • Appointment reminders
  • Appointment rescheduling

Capture prospective clients with customized websites

Capture prospective clients on your own domain! Switchboard Sites allow you to gather helpful information from your client before you meet, so you can always find their best-fit policy. There’s also a recruiting website template for those looking to build their agency.

  • Agency Recruiting
  • Debt Free Life®
  • Mortgage Protection
  • Final Expense
  • General Life Insurance
Have a question along the way? Connect with the Switchboard team for best-in-industry support with live chat.

Prospecting, engagement and reporting — all in one platform

Built-in marketing campaigns and automations

Close more sales and grow your recruiting efforts with automated marketing and reengagement campaigns. Send personalized texts, emails, voicemails and Facebook messages.
Get social! Manage all your social platforms in one place
With Switchboard you can centralize all your conversations, whether it’s through text message, email, phone calls or social media messages. You’ll also have easy access to reporting and success metrics.
Reporting and dashboards to track your business
Track agency analytics in your dashboard — appointment rates, campaign effectiveness, response rates and more.

Active agents on Switchboard submit more than double the applications compared to those who are not.

Get started with Switchboard