Agent Filter

[regi0912]

I run an insurance call room with agents licensed in many states. Is there a way to run just a few campaigns , however the agent will only have access to the states he is licensed in?

[williamconley]

You would generally create a list/campaign for each license area and put only the agents in that campaign that are licensed for it.

Inbound is easier, of course, as you can have an inbound for each license and allow agents only in their licensed areas. But to generate outbound auto-dials, every agent in the campaign must be able to accept all the calls or you have to switch to "manual dial" which is very inefficient (for owner/territory dialing). It would be better to simple create a campaign for each agent.

[regi0912]

thanks, that is they way we have it with another dialer currently and the dialer is skipping calls and getting really confused for our application. I am trying to make the least amount of campaigns to speed things up . Not all the users are licensed in all the US states. With Insurance they must be licensed to sell the products.

[mflorell]

We have set up several insurance clients with manual dial territory dialing, all in one campaign, some even with just one list, and restricting leads to only agents that are licensed in specific states. This does not work well with low-contact leads, but with quality leads it works very well.

[williamconley]

Now that's good to know. I would strongly suggest you take Matt up on that and have The Vicidial Group configure your system. Believe me when I say that they are the best in this industry.

[mflorell]

We don't necessarily need to configure it for the client, the User Territories features are included by default, but they can be a bit complex to configure even though we have seen companies figure it out on their own without needing any help from us.

[williamconley]

I've had several requests, but so far no one has paid us to "delve" into this feature. Of course, that could easily be because the Manager's Manual walked them through it.

I always tell people to pick that up and commit it to memory, even the stuff they don't think they get will One Day become useful ... because the hard part is usually finding the section where the instructions are!

The average call center manager doesn't use the same "lingo" as Asterisk/Vicidial/Linux technicians, so finding the section in the manual is rarely simple. LOL

[regi0912]

Where can we access that Managers Manual ? Sorry I am new to Vicidial

[williamconley]

eflo.net , the owners of this site and the software we are discussing (Vicidial Manager's Manual, hosted by The Vicidial Group who publishes said manual).