Every call, text and meeting, on the client file. Nobody types call notes again.
EGEAN logs client calls and voicemails, lets you text clients from inside their file, and books video meetings with the link already in the invite. It runs on Zoom Phone and Zoom Meetings, connected by each advisor.
Real screens from EGEAN. The clients are made up.
Calls and voicemails log themselves.
Every call on an advisor’s business number lands on the client’s timeline with time, duration, direction and outcome. Voicemails arrive with their transcript, and the AI summary of the call is saved with it when your plan provides one.
- Inbound, outbound and missed calls
- Voicemail transcripts
- AI call summaries with action items
Text clients from their file.
Send from your business number, never your personal cell. Replies come back into the same thread on the client record, and new replies notify the advisor who owns the line.
- Two-way threads on the client record
- Unread replies flagged
- Every message saved to the timeline
Video reviews, booked in one step.
Choose a video meeting when you book a review. EGEAN creates it, puts the join link in the invite, shows a Start button on the meeting, and keeps it in sync when you reschedule or cancel.
- Join link in the invite
- Start from the meeting in EGEAN
- Reschedule and cancel stay in sync
Set up in minutes. By each advisor, for themselves.
- Each advisor connects their own account
- In EGEAN, open Settings, then Connections, and connect Zoom. Nobody connects an account for anyone else, and disconnecting is one click.
- What your plan unlocks
- EGEAN reads what your Zoom plan includes and shows it on the Connections row: meeting links, call and text logging, voicemail transcripts and AI call summaries.
- Texting is switched on per advisor
- Texting needs Zoom Phone, and an administrator turns Client Texts on for each advisor who should text clients.
Private by default.
- Nothing is recorded by EGEAN
- EGEAN never records calls or meetings. Transcripts and summaries are the ones your Zoom plan produces.
- Consent before the first text
- The first text to a client asks you to confirm their consent, and STOP and START replies are honoured automatically.
- Quiet hours
- Texts go out between 9am and 9pm in your firm’s time zone.
- Records stay records
- If an advisor disconnects, EGEAN deletes its access to their Zoom account. Calls, texts and meetings already on client files stay there, because they are part of the firm’s insurance records.
Questions about calling and texting.
Zoom Phone for calls, voicemails and texts, and a Zoom account for video meetings. Each advisor connects their own account in Settings, then Connections.
No. EGEAN never records calls or meetings. It logs the call itself, the voicemail transcript, and the AI summary when your Zoom plan provides one.
It is filed under unmatched texts, so it is never lost, and you can attach it to the right client.
Yes. Texts you send from the Zoom app on your Zoom Phone number also appear in the client’s thread in EGEAN.