We are excited to share a new integrated telephone system called LC - Phone. This services is integrated directly into the CRM platform and eliminates the need for users to set-up a separate telephone system with a third-party provider.

What is LC - Phone?

LC - Phone is an integrated telephone service built directly into your CRM using the Twilio platform.

Why Should I use LC - Phone?

With LC - Phone, you can access the same features you enjoyed with Twilio but integrated directly into your CRM.

Historically, agents needed to 1) set up their CRM and telephone system separately and then 2) figure out how to connect these services. Agents and agencies will no longer need to set up these services separately.

What is the Cost Difference?

LC - Phone pricing is the same as purchasing Twilio services directly and even includes a 10% discount in selected categories. These services can be added directly in the Agency Settings > Billing tabs.

Is LC - Phone HIPAA Compliant?

Yes, the CRM platform has a signed Business Associate Agreement with Twilio.

All plans offered by Executive CRM Solutions automatically include the HIPAA compliance build package.

How do I Move to LC - Phone?

You can easily convert your to the LC - Phone system directly in your CRM package by following the guide here.

Can I still use a Third Party Telephony System?

Yes! While we recommend using the integrated LC - Phone system, you can set up and use third-party providers at any time.

How Do I Set up and Register a Toll-Free Number for my LC - Phone system in the U.S. or Canada?

Due to increases in spam calls, all toll free numbers must be registered. If you need to set-up or register a toll free number, please follow this guide.

Are you looking to integrate your telephone system with a CRM? Innovative CRM Solutions provides customized CRM builds and technology solutions for insurance agents and agencies. Our system was not only built for agents it was built by agents.

Interested in learning more about our services? Schedule a demo today or review our solutions.

Disclaimer: Information provided is for informational purposes only.