Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom - Case Study : GHD
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Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom Case Study : GHD Intelligent Communications
Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom Client: Gorman Hooper Dolan Sector: Insurance Services About Gorman Hooper “Intellicom showed a willingness to Dolan explore any query we raised and we genuinely felt that no matter what we Gorman Hooper Dolan is part of the Hooper Dolan group and their business specialises in suggested or asked for they would personal insurance for car, home and associated investigate it.” farm businesses and general insurance with a Ollie Gorman, Managing Director, customer base across many business sectors. Gorman Hooper Dolan Their team is made up of dedicated insurance professionals. These people live in the Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording community they serve and are dedicated to Solution from Intellicom finding the right insurance for each client. Their staff work diligently to keep up with important industry developments, so they can pass the Business Challenge most accurate information on to every new customer. In a business sector where effective planning for risk is fundamental to success, Offaly based insurance broker, Gorman Hooper Dolan was keenly aware that their telephony system and the call recording system, they were obliged to have, required significant upgrading. Solution Benefits With offices in Birr, Gorman Hopper Dolan is part of the 150 person strong Hopper Dolan Group. • More flexible and feature rich voice Their business specialises in personal insurance for car, home and associated farm businesses and communications system – allowing higher call general insurance where they are very strong in the commercial area with a mix of clients in completion rates and redirection of calls to haulage, motor trade, hospitality and in the manufacturing industry. They also have a growing relevant business functions. business in financial services. Offering insurance and financial services nationally, the majority of their business is with customers in Offaly and neighbouring counties of Laois, Galway and • Improved staff productivity – thanks to shorter call and waiting times. Tipperary. • Cloud based solution provides resilience and Insurance brokerage is a competitive industry and that aspect is increasing according to Ollie allows quick and easy upgrades and expansion to Gorman, managing director of Gorman Hooper Dolan Insurance. current office or to integrate future office locations. “Customers are shopping around and while that presents us with many more opportunities to • GDPR and PCI Compliant Call Recording service present our very competitive offering, we absolutely have to be completely and almost provides security and certainty. instantaneously responsive to them. Missed calls, busy lines or ineffective call management cannot happen if we are to have a chance to win and maintain the business. Sometimes it might be just • Powerful call reporting – allowing full one call but often we are in contact over a number of calls, we’re always on the phone here.” transparency of team performance, marketing activities and inbound and outbound call trend Accessibility to team members is important in the sales process but that increases exponentially analysis. when a customer has a claim and needs to speak to someone urgently. “Perhaps our most • Peace of mind – robust infrastructure with easy important role as an insurance broker is when a customer has experienced a significant or administration and scalability. sometimes life changing event and needs to begin a claim process, said Gorman “Often we are speaking with customers on the hardest of days and being accessible then is critical. That human touch is fundamentally important and we are extremely proud of how the team supports customers to move things forward.”
Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom Client: Gorman Hooper Dolan Sector: Insurance Services intellicom Solution Business Challenge Key Features In going to market for a new telephony and call recording solution, Gorman Hopper Dolan were aware that systems were in need of significant modernisation. In situ, there was a basic phone • Intellicom | intune Cloud Telephony system providing scalability and ease of deployment and system with limited flexibility and no functionality from a reporting perspective. GDPR management. Ideal for quick and seamless requirements were another driver for them in the upgrade and they were keen to achieve full addition and integration of new group sites compliance from a data protection and data retention perspective and make the telephone and around the country. call recording solution more secure but also easy to use. Insurance companies and financial brokers are obliged, under industry regulations, to record and • Feature-rich, customer experience out of the retain telephone calls with customers. A specific nuance in relation to the PCI’s Data Security box. Standard (DSS) standard, which is in place to provide protection for stored cardholder data, • Embedded PCI Compliant Call Recording dictates that the primary card number must be rendered unreadable anywhere it is stored. The solution using the intellicom | intone PCI traditional method of ensuring this requirement was adhered to, during call recording, was to Compliance application. pause the call while the number was verbally called out and restart call recording when completed. • Simple, transparent licensing model which For Gorman Hooper Dolan and other insurance companies, this approach presents a significant reduces costs and provides clear pricing risk. Gorman noted in identifying their key requirements from a new telephone and call recording certainty. system that this placed them in a vulnerable situation should a customer dispute what was • Powerful reporting which streamlines discussed or committed to during this break in recording. operations improves productivity and reduces costs. The Solution • Systems integration to CRM systems allows for screen pop and click to dial functions. The Intellicom solution for Gorman Hooper Dolan, included a fully cloud-based scalable telephony • Intellicom | inflow managed Broadband and solution. An additional broadband line has been installed as part of the solution from which the full VoIP infrastructure providing scalability resilience IP based phone system is run. To provide additional security and resilience, a fall-back PSTN line is and lower costs over traditional services. also utilised to ensure that calls can be rerouted, if for some reason internet connectivity fails. Staff have new IP desk phones with many useful features including speed dial buttons, ‘Presence’ • Flexible and scalable infrastructure which functions which show when their colleagues are already on calls and headset ports and speaker adapts to the changing business environment as required. phone features for hands-free operation. • Intellicom | insure support structure provides The new telephony system has given total flexibility to Gorman Hooper Dolan. Calls can be proactive monitoring, management and support automatically routed to the right person, whether that is in the office or onto their mobile or future on an up to 24 x 7 x 365 basis. remote office location. Severe weather events are typically a time of high call volumes with customers initiating the claims process but it is also a time that employees may not be able to get to the office. This issue is easily addressed by having numbers remotely rerouted to employees Intellicom Limited mobiles or other landlines where customer calls can be handled as normal and issues addressed. “For many customers, in times of need, we are similar to the emergency services and we just Tel : +353(0)1 5566000 cannot afford to not be available to assist them.” Fax : +353(0)1 5566099 Email : sales@intellicom.io Web : www.intellicom.io
Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom Client: Gorman Hooper Dolan Sector: Insurance Services Solutions & Services The Solution Supplied A key element of the project, Intellicom Intone is a new addition to the Intellicom suite of solutions intellicom | intune Hosted Telephony and has been deployed to address the issues arising by pausing call recording. With Intellicom solution Intone, the caller is invited to simply key in their credit card or account details using their mobile or intellicom | inflow Managed Broadband & desk phone keypad during the live call. The resultant data is automatically populated into the Voice connectivity & infrastructure payment application running on the agents PC. The telephone keypad tones are automatically intellicom | intone PCI Compliance filtered out and are not captured in the call-recording, which therefore does not have to be paused Application for Call Recording during the transaction. This provides greater PCI compliance, enhanced security and comfort for both the company and for the customer. “For those organisations with a legal requirement to record calls to achieve PCI Compliance, the taking of credit card details for transactions leaves businesses open to significant pitfalls, said Cian Maher, CTO of Intellicom. “Pausing the call recording to take credit card information verbally over the phone results in a break in the record of what was discussed and no defence if either party suggests something contentious was mentioned during that time. Intellicom Intone protects the sanctity of the call recording whilst also providing the required security necessary to protect sensitive credit card information transfer and achieve full PCI compliance.” Business Benefits Gorman Hooper Dolan initially went to two providers, selecting Intellicom, due to, as Ollie Gorman notes “a willingness to explore any query we raised and genuinely felt that no matter what we suggested or asked for they would investigate it. If their investigations showed that it would ultimately deliver what we wanted, they would make it happen” Team members have also been impressed by the user friendliness of the system and training has been specific to their needs. “When technical issues do arise, someone is always on the end of the phone or available to call out to our office and the responsiveness on the ticketing system is almost immediate. We are never far from help, when we need it”, he commented but they are also enjoying a significant amount of self-sufficiency in managing day to day requirements without engineer being required, which was not possible with the old system. Intellicom Limited Tel : +353(0)1 5566000 Fax : +353(0)1 5566099 Email : sales@intellicom.io Web : www.intellicom.io
Gorman Hooper Dolan Insurance Taking No Risks with New Telephony and Call Recording Solution from Intellicom Client: Gorman Hooper Dolan Sector: Insurance Services Business Benefits From a business development perspective, the new telephony and call recording solution has delivered significant benefits. “It’s given us greater intelligence on the enquiries and where they are coming from. We are able to direct that traffic to the best people in the office and it has streamlined that element for a start, giving customers a quicker response from the right person.” Call recordings are securely stored but for authorised employees, access to them has been made much easier with the new system from Intellicom. It is now regularly accessed to clarify questions with clients or insurance companies, bringing a benefit to the company’s longer term Professional Indemnity. “The call recording system has taken any doubt from the relationship and we have total confidence that we have accurate and complete recordings,” said Gorman. The greatest change has followed the implementation of Intellicom Intone. Commenting on how this new offering from Intellicom has impacted their business, Gorman said, “Intellicom Intone has removed the vulnerability that arose when pausing call recordings and given the company, our agents and customers the confidence that everything said is on record and stored securely, should issues arise. For us, it has been a simple but very important addition that is easily understood and used by customers.” In Gorman Hooper Dolan’s industry, understanding risk is everything but in working with Intellicom, the risk has been removed. There is a confidence that the solution will grow as the business does and with Intellicom Intone in place, there is no pause in their relationship with customers. Intellicom Limited Tel : +353(0)1 5566000 Fax : +353(0)1 5566099 Email : sales@intellicom.io Web : www.intellicom.io
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