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

Switchboard simplifies my business and gives me so much valuable time back!

Wini B.Agent

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

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.