Insurance · 28 staff
Illustrative story — names and details are representative examples, not a verified customer.
The challenge
Clearpath Insurance was running three separate tools: a cloud phone system, a CRM, and a support ticket platform. None of them talked to each other. When a compliance audit arrived, retrieving call recordings for specific policy conversations meant logging into three systems and cross-referencing by hand — a process that took days and still produced gaps.
“Our compliance team used to dread audits. Pulling call recordings for specific conversations meant logging into three different systems and spending days cross-referencing. Now every call is logged, recorded, and searchable from one place. Our last audit took two hours. It used to take two days.”
How they use UDBOARD
UDBOARD replaced all three tools. Every inbound and outbound call is recorded and attached to the contact record automatically. When a customer calls about a policy, the agent sees the full conversation history — calls, SMS, and tickets — in one screen. Support tickets are raised directly from calls with one click.
The outcome
Their next compliance audit took two hours instead of two days. SLA breaches on policy enquiry tickets dropped by 60%. The team cancelled three separate subscriptions and reduced their monthly software spend by 55%.
Features they use most
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