Every client conversation on the record
A shared business line for your agency, call history and recordings your team can find, and recording notices handled for each market.
What usually goes wrong
Clients call whoever they know
When the one agent a client knows is out, the call goes unanswered and the client calls someone else.
Disclosure is not optional
Where a call is recorded, the notice has to be given — every time, in every market you take calls from.
Notes live in three places
Agents flip between systems, and what was agreed on the phone ends up in none of them.
See how insurance teams run CallVend.
A line the whole agency answers
Ring groups send a call to the team, so a client reaches someone who can help rather than a busy extension.
The notice plays for you
With recording on, the announcement a market requires plays before the conversation starts, and the call record says it did.
Find the call later
Direction, duration, outcome and who handled it are written to the call history, searchable by contact and number.
Transfer without losing the caller
Hold, transfer and call waiting keep a client connected while you find the colleague who knows the policy.
Insurance: the questions that decide it
Yes. Put the agency number in a ring group and a call reaches whoever is free, who can see the client’s previous calls and messages before they answer.
By the platform, not by the agent. With recording on (Premium and Enterprise), where a number was provisioned in a market that requires notice before recording, the announcement plays before the conversation on every call on that number, and the call record shows that it did.
Whoever you allow. Access follows roles, including custom roles you define, retention windows for recordings and transcripts are configurable per workspace, and every privileged action is written to an append-only audit trail — so "who listened to that call" is a question with an answer.
Other cases, and the product behind them
Similar teams
The product
Built for insurance teams.
Set up a workspace, add your team, and take your first call the same afternoon.