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
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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