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What do I do if an agent says they don't have the Phone Integration settings? What is it for?

This will show you how to turn on the phone integration settings tab, that appears under "my account". And what it is used for.

What is the "Phone Integration" settings tab used for? 

It lets agents set up a number to be used for SMS SOAs (current feature) and Phone Calling capabilities (future feature). 

Where is the setting SUPPOSED to be? 

Agents should be able to find the setting when they go to "My account"

"My Account" is found in the upper right hand corner of their Quotit portal, when you hover over the person in a circle.

Agents may email or call in to say they do not have the setting.

Example, This agent that emailed in after seeing a marketing email talking about the new SOA SMS option and the settings to turn it on. But when they come to this page, the option is not there.

How do I fix this problem for the agent? 

We have to turn the setting on in Admin. 

First, look up the agent in the Admin system. 

Once you find the agent, go to "Edit Customer ipro Information" on the right hand side. 

Then "Edit Broker Features

 

Once there you can search the page with Ctrl + F. And type in "sms" This will highlight. It isnt far down, but can be hard to spot. 

It is the "SMS Messaging" setting.  We want it on, which is the circle on the right side. 

Then just scroll down and save your settings. It may take up to 5 minutes to take affect. Sometimes going back into the settings then saving again will make it appear faster. But that trick doesn't work for everything. Some settings also won't kick in until a re-log. 

 

Once the setting it on and active on the agent's side, it will look like this:

The agent can then click on it and start the set up process by following the steps.