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.
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 
I’m in Navigator every day. It’s so easy to use! It creates a seamless process for working up multiple options for my clients and getting right into applications.
Angelica T.Navigator User
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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
Navigator’s pre-underwriting questions analyze and learn from the client’s answers about health and coverage needs to match them with their best-fit and most budget-friendly policy.
- 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 not on it.
