CONFIDENTIAL PROJECT

Insurance Agent Panel with WebRTC Calling

Leads and the live call sit on one desk. The agent does not tab-switch between a CRM and a softphone.

InsuranceWebRTCAgent panelCRM15:06

What this demo shows

  • An insurance agent workspace with lead context next to the call.
  • Browser calling so follow-up does not wait for a separate dialer.
  • Why the CRM and the PBX have to share a data model, not just a webhook.

Selected projects are presented without confidential client identities where required. The recording is the system — not a slide deck.

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