RingCentral by RingCentral

• Cloud-Based Communications

  RingCentral brings together business phone, SMS, voicemail, video meetings, and team messaging into one platform, eliminating the need for separate systems.

• Mobility & Flexibility

  Accessible across desktop, mobile, and browser, supporting in-office, remote, and hybrid teams.

• Call Management & Routing

  Advanced call handling, auto-attendants, call recording, and analytics to improve service and visibility.

• Collaboration Tools

  Integrated messaging, file sharing, and video conferencing to support real-time team collaboration.

• Integrations & Extensibility

  Connects with business tools like CRM, Microsoft 365, and Google Workspace, with APIs for customization.

Unified Communications (UCaaS) Platform 

RingCentral provides the communication infrastructure agencies rely on to manage client, carrier, and internal interactions across phone, text, and team collaboration.

For many agencies, communication is still fragmented, with calls, emails, and notes living in separate places. RingCentral centralizes these interactions into a single platform, making it easier to manage conversations, maintain responsiveness, and support a more flexible workforce.

On its own, RingCentral improves how agencies handle communication. When paired with integration solutions like Inteveo’s EcoLink, it becomes part of a more connected operational workflow.

This enables agencies to:

• Route calls based on teams, books of business, or workflows

• Identify callers and access client context faster

• Capture and track communication activity more consistently

• Support remote and distributed teams without losing visibility

• Reduce manual effort tied to documenting interactions

For agencies focused on improving efficiency and service consistency, RingCentral serves as the foundation for modern communication, with additional value unlocked when integrated into core systems.

RingCentral integrates natively with CRM and productivity platforms including:

• Salesforce
• HubSpot
• Microsoft Dynamics 365
• Microsoft 365
• Google Workspace

For independent insurance agencies, integration into core systems is typically enabled through partners such as EcoLink by Inteveo, which connects RingCentral with management systems including:

• Applied Epic
• Vertafore AMS360
• Vertafore Sagitta
• Vertafore WorkSmart

Additional insurance-specific platforms such as AgencyZoom, InsuredMine, and GloveBox can incorporate RingCentral communication activity into CRM and workflow processes, supporting sales automation, client engagement, and activity tracking across systems.

This allows agencies to connect calls, texts, and voicemails to client records and workflows, improving visibility and consistency across both communication and operational systems.