Customer Success Spotlight
Maximize Productivity with a Scalable Platform
To equip insurance agents with pollution insurance products, UCPM Environmental Insurance uses a suite of web-based services to protect their bottom line.
Professional
Plan
1992
Founded
UCPM is a national environmental insurance wholesaler, working with companies all over the United States. Founded in 1992, UCPM has grown to have forty employees providing specialized corporate insurance for pollution.
The UCPM team is spread across the country just like their customers are – there are offices in Maryland, California, and Arizona, but there are remote employees too.
With such a geographically diverse business, a lot of internal communication is done over the phone.
Most customers are commercial insurance agents and brokers, who also heavily rely on phone and fax for most communication.
With that combination of people using phones so often, it was imperative to find a communications provider they could depend on.
Favourite Features: Call Recording, NextivaONE App, Nextiva Support Team
“Our team didn’t require a lot of training, but those who received it found it simple. They were trained by Nextiva and passed the information along. We got a great deal on our phones, and decided to use soft phones for our tech team. We were up and running quickly without any issues!”
Bart Jarman, Executive Vice President
A Phone System that Supports Company Growth
Bart Jarman is the Executive Vice President of the company.
Since joining the team twelve years ago, his responsibilities have grown to include managing the entire operations team.
His work has a significant technology slant, meaning he writes software and acts as a project manager for the IT team, which led to him being tasked with finding a communications provider.
We haven’t had any problems with call quality. If we have any questions or issues that come up, we just call into Support and they’re taken care of without a problem.
Bart Jarman
Executive Vice President
Jarman explained, “We looked for a phone company for a while in 2015. We were growing in a Shoretel system with more and more users, but there were also more and more challenges. We were growing quickly, and they couldn’t keep up with our remote offices.”
He also described the need for better call recording, and how Shoretel required specialized routers, which were inconvenient.
Soon we switched to RingCentral for our remote offices, but we had problems here too. We couldn’t transfer calls using two systems, and RingCentral had a lot of call quality issues. I looked into Skype for Business and Ooma to unify the platforms, but they were not the perfect fit.”
An Accommodating Communication Management System
In 2016 UCPM’s communications partner, Unity Connected Solutions, directed Jarman to Nextiva as the all-in-one platform that could accommodate their needs.
They could have call recording, easy transferring between team members, vFAX, and other features, all-in-one convenient system.
UCPM became a Nextiva customer in June 2016, switching their offices and remote employees over the following month.
“Our team didn’t require a lot of training, but those who received it found it simple. They were trained by Nextiva and passed the information along. We got a great deal on our phones and decided to use softphones for our tech team. We were up and running quickly without any issues!” Jarman said.
In addition to the NextivaONE App and Call Recording, the team also heavily utilizes vFAX and Nextiva Office.
Working in the insurance industry, a lot of documents must be sent through a secure fax system, and vFAX fits that need.
They are also easily able to set up new employees, configure out of office messages, and more to use Nextiva Office.
Avoid Complications and Receive The Support You Deserve
Overall, it’s been a smooth experience in making Nextiva their provider for all communications.
UCPM has also received excellent service from Nextiva, in both call quality and in contacting the Nextiva Support team. Jarman announced, “We haven’t had any problems with call quality. If we have any questions or issues that come up, we just call into Support, and they’re taken care of without a problem.”
We don’t have to rethink our choice or look for another solution. Nextiva saved us from a nightmare – our system was a complete and utter mess! We are happy with our service and plan on using Nextiva far into the future.
Bart Jarman
Executive Vice President
Results
01
Employees can work from anywhere using the NextivaONE App
02
Providing cloud communications to 120 employees across the country
03
Deploying HIPAA-compliant voice, video, and fax for all users
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