True Blue Life Insurance Sees RingCentral as Best UCaaS for Starting and Growing an Online, Disruptive Business

Back when Greenberg started True Blue, RingCentral was one of the few solutions that allowed an incoming call to ring multiple numbers. “I could have a call ring my office phone, my home office phone, and my cell phone simultaneously,” he says. That way, he never missed a call, which was essential as he was building the business.

Since then, as True Blue and its communications needs have grown, RingCentral’s functionality has grown as well. “That’s something I really like about RingCentral,” Greenberg adds. “The company is committed to improving its products and is always adding functionality.” As one example, he cites the “awesome” high-definition (HD) call quality now available to all RingCentral customers.

These are some of the other RingCentral capabilities that, according to Greenberg, have helped drive True Blue’s growth:

RingCentral MVP™ call recording and integration with Zapier. As part of a regulated industry, True Blue must record certain calls, such as those that include a customer’s “voice signature,” which many insurance companies now accept. RingCentral lets True Blue save as many as 100,000 recordings and have them available for playback for up to 90 days. For recordings that True Blue must store longer than 90 days, such as those with voice signatures, Greenberg takes advantage of the RingCentral integration with Zapier, using a Zap that automatically saves those recordings to the company’s Google Drive™.

The ability to store call recordings indefinitely allowed True Blue to win a new insurance company client. “That was one of their requirements, and we were able to meet it easily thanks to RingCentral and Google Drive,” he notes.

RingCentral MVP™. Nearly all of the True Blue team members work remotely. Weekly video meetings using RingCentral MVP help build a level of familiarity among them that fosters greater collaboration. “It’s so important for people to see each other,” Greenberg explains. “It builds more of a relationship. Anyone using remote workers should use video conferencing.” He also uses RingCentral MVP for video training sessions with the agents. He gets additional value out the training sessions by recording them and then making them available on the company intranet.

RingCentral Internet Fax®. In many cases, clients have to fax signed documents to their True Blue agent. Thanks to RingCentral MVP, they can use a local number for that. (In addition to a toll-free number on its website, True Blue has a local RingCentral number in every US area code.) True Blue agents take advantage of RingCentral Internet Fax when they have to fax documents to the insurance companies. RingCentral Internet Fax makes the process more efficient because they can send faxes directly from their computers using the FaxOut feature. “This also reduces our costs, because our remote employees no longer need fax machines,” Greenberg adds.