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
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Start Your Call
- Dial and connect with the first number (your client).
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Initiate Warm Transfer
- While on the call, click “Warm Transfer.”
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Dial the Carrier’s Number
- Enter the second number (the carrier’s number).
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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: