Original Question:

Robert Burns asked us:
“How do I transfer from a client to a 3-way call with a carrier?”

Answer:

Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an insurance carrier, using the Warm Transfer and Patch Call features.

Step-by-Step Guide to Initiating a 3-Way Call

  1. Start Your Call

    • Dial and connect with the first number (your client).

  2. Initiate Warm Transfer

    • While on the call, click “Warm Transfer.”

  3. Dial the Carrier’s Number

    • Enter the second number (the carrier’s number).

  4. Connect and Patch the Call

    • Once the carrier answers, click “Patch Call.”
    • This will merge the call so all three parties can speak together.

Once the call is patched, you can continue the conversation with both parties on the line.

📌 For more details on 3-way calling, check out this blog post:
👉 3-Way Calling Made Easy with Agent CRM

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Unlocking AI’s Power for Insurance Agents


Phone and Text, Software

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