Insurance brokerage firm: Required call recording for future reference and regulatory requirements
A prominent insurance brokerage firm was updating their compliance and regulatory standards and required assistance in regard to the telephone system’s management of calls. There was a need to retain phone call recordings in order to respect compliance and meanwhile to provide internal access to any discrepancies related to phone call transactions with clients.
The solution included a new VoIP solution with call recording and storage with access to call records from an administration portal.
The result is that the firm is now compliant with industry regulations and is now equipped with an effective tool for settling any communication issues with their clients.
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