We’ve got a lot under the hood this time ‘round: Spark integration, more ways to manage your campaigns, and some handy softphone upgrades. Let’s get into it.

Spark Integration

There is now a direct way to integrate careCycle with Spark! An automatic way to sync your customers from Spark to careCycle - without having to lift a finger. For more information on how to set this up visit our Integrations page.

Revamped Campaign Automations

We’ve added several new triggers for campaign automations, as well as filters to let you fine tune which customers get added moved into which campaigns. For instance, you can now move ‘failed’ customers from 1 campaign into a new campaign only when their state is Florida and their policy status is ‘future cancel’.

Softphone Improvements

The softphone picked up a few new tricks this round. You can now run 3-way calls, both to other agents in careCycle and to third-party numbers. We added a real on-hold mode, complete with some jazz produced up by yours truly. On top of that, there is now an address book pre-seeded with a bunch of carrier numbers, so gone are the days of a notepad full of numbers next to your laptop.

Some Other Improvements and fixes:

• Campaign management from the customers table. Add or remove customers from a campaign right where you're already working. Mass select from the table or pick them off one by one. You can also restart anyone in the campaign or move them to a terminal status.
• Sell multiple policies on a call. One conversation no longer caps out at a single policy. Add them as you go while on a Call Form with the new Multi-Policy widget.
• Typed list for carriers. Pick from a known list instead of typing carrier names by hand and hoping they match.
• More filters on the customer page. Filter by last called at, states, counties, campaign status, policy status, when they turn 65 and more…
• Inbox cleanup. We now only show inbox items as ‘priority’ if they are one of:
  • Have a open unresolved inquiry
  • Have a todo task assigned
  • Have a recent inbound text or call that has not been responded to yet.
    
    We’ve found this reduces inbox noise up to 85% in some of our clients.