Switchboard
How do I get started with Switchboard?
Please email help@quilityswitchboard.com to have our team get you on the platform.
What is Switchboard?
Switchboard is Quility’s prospect engagement and nurturing platform for insurance agents. Multi-Mode, digital-first engagement for all purposes and leads.
Need more information on Switchboard? https://support.quilityswitchboard.com/
What additional subscriptions are available within Switchboard?
Dialer at $27
Switchboard Dialer Plus is a paid upgrade to the free Smart Dialer, includes the ability to automatically dial through your custom smart lists.
SB Dialer Plus FAQ: https://support.quilityswitchboard.com/en/articles/5992469-switchboard-dialer-plus
Switchboard Sites $42
Switchboard Sites, formerly known as Owner’s Circle, are suites of applications that will help you capture prospects and convert clients. Agents can effectively connect with clients using information that will help them choose a policy.
What’s included in Switchboard Sites?
• A personalized website which leverages the Symmetry Financial Group brand
• Chat widget to easily capture leads
• Automated campaigns for self-generated leads
• Switchboard Pipeline automation for CRM
• Intuitive reporting to dig into your success
• Schedule appointments right from Switchboard digital business card
• Keep your Switchboard phone number with Switchboard Smart Dialer
• Integration with Quility Navigator
• Includes recruiting funnel and automations
Social Media Planner $27
Our goal with the Switchboard Social Media Planner is to help agents get started with their social media journey. Plan posts days, weeks, months, even years in advance so that you know you have a stream of content going out to build your business, without spending the time doing it. Visualize your entire social media plan on an intuitive, easy-to-use calendar. With drag-and-drop functionality, you can quickly rearrange and schedule posts to ensure a consistent and engaging presence across all platforms.
Social media post scheduler across multiple SM platforms
FAQ articles: https://support.quilityswitchboard.com/en/collections/3909335-switchboard-social-planner
Messaging Fees
Access to Switchboard is $44.99 a month. All communication costs are paid for by usage by the agent. For more information see this article.