Request a Quote

8x8 U.S. 8x8 Solutions U.K. Request a Quote  1-866-879-8647
Sign In  Account Manager >    Virtual Office Online >


Back to Features >

eAgent integrationeAgent Integration for Insurance Agents

eAgent Integration is FREE with 8x8 Virtual Office

Impress your insurance callers and clients with how well-informed you are. Use the 8x8 Click2Pop plug-in for eAgent, and calls from your eAgent contacts automatically retrieve their eAgent record to provide you with all their details at your fingertips.

Streamline Insurance Interactions

Install the free 8x8 Click2Pop plug-in, and get two powerful functions:
  • eAgent Screen Pops: When you receive a call from a number matching one of your records in eAgent, that caller's record automatically pops up on your computer screen so you are informed and ready to act. 
  • Easy Web Dialing:  Click2Pop highlights phone numbers that appear your web browser or in eAgent with a green phone icon. Simply click the Click2Connect Green Phone Icon and your call is connected.

Get the Insurance Advantage 

  • Screen pops on your computer give immediate access to your eAgent customer information
  • Instantly update your eAgent contacts while you're on the phone
  • Make calls directly from your web browser or web pages with one click
  • Delight your callers with your familiarity with their account and your powers of recollection
  • Save a spreadsheet as an HTML file and use it as a clickable calling directory
  • Save time and increase employee productivity

Easy and Efficient

Your eAgent record pops up for incoming calls. And when you're ready to make calls, just click the green phone to automatically dial right from your browser.

Requirements 

  • Operates on Windows XP, Vista and Windows 7.
  • Supported browsers: Google Chrome 22.x and higher, Internet Explorer version 6.0 and higher, and / or Firefox version 3.0 and higher
  • Note: Safari, and Opera are not supported.
  • Installer must have Administrator rights to the PC to install the plug-in.
  • Follow the instructions in the Click2Pop for eAgent Guide to connect your eAgent database with Click2Pop.
  • Click2Pop dials the number exactly as it appears in the browser so international numbers or long distance numbers must include country codes/area codes.
  • Click2Pop does not work on non-numeric phone numbers (e.g. 1-800-DOG-CARE).

Download the Click2Pop for eAgent User Guide
Download 8x8 Click2Pop Plug-In Software