Patriot Protection Shield

Discover the features that boosted agent productivity, cut
operational costs and revolutionized reporting and data analytics
for Patriot Protection Shield.

For an auto warranty company like Patriot Protection Shield, having powerful communication software is absolutely essential for handling inbound and outbound calls, protecting secure customer information, maintaining a positive customer experience, and keeping a business running smoothly. After trying various cloud-based communication platforms that couldn’t alleviate their most prominent pain points, Patriot Protection Shield discovered Ytel’s core offering, X5 Cloud Contact Center, and has never looked back.

Challenges

Prior to X5, Patriot Protection Shield had tried multiple cloud-based communication software systems to manage their inbound and outbound calls. The biggest pain points were found in the agent and admin dashboards, reporting, and the overall lack of customer support. Employing a totally U.S. based Smart Support system, available 24/7, guarantees customers something that not many other enterprise level solutions can offer; local assistance and support, anytime.

From a management perspective, the executive team at Patriot Protection Shield felt the reporting and analytics other systems offered left much to be desired, particularly for the cost. The reports were difficult to navigate and dissect. Analytically, the data became difficult to extract and analyze within their old systems, delaying the company’s growth and productivity.

The lack of customer support was frustrating; issues that needed to be resolved were prolonged. They needed a solution for their agents to be able to administer more high-quality calls and a way to work within the dashboard more efficiently.

Solution

With X5, both agent and admin panels are utilized to their full potential in the dashboard, reporting, data analytics, and in overall usability. The feature that stands out most for agents is in the way they interact with the dashboard panel in X5, with little room for error as recent upgrades to the system simplified the dashboard tenfold. “My team loves the UI (user interface) and how simple it is to navigate the dashboard,” stated David Skaar, CIO.

For David’s team, the agent dashboard features an upgraded user interface and is effective in closing deals, taking calls, inquiring, and supporting any business development they may be doing. It’s also got a few core features that the admin value greatly, for a boost in saving time and efficiency. “X5 and its features are a whole lot easier to use than any other system, and Ytel’s customer service is so much better than what we were used to,” David said. For admin, list management has never been easier. Uploading lists into the system is a feature David and his colleagues find beneficial on a daily basis.

From the dialer administration point of view, everything runs much more smoothly with Ytel’s system. “If I want to reset the hopper or change the dialing level of a campaign, or turn a campaign off, it’s all there on one screen at campaign level,” David said. The convenience of Quick Features in X5 continues to be a selling point for David and his management team, as they need all the shortcuts they can get when managing a large team with fast traffic and calls.

As the CIO of Patriot Protection Shield, reporting and analytics are David’s main concern. To support the company’s objectives and goals, accurate data and analytics are absolutely essential. Discovering how X5 displays data and metrics and the features customizable based on report was like a breath of fresh air. “When running a report, I can hit submit and the system creates a link I can download in a matter of seconds, right on my screen,” David said. In X5 reporting, admins can pull data on inbound and outbound campaigns by report, performance comparisons, call detail, agent performance analytics, time cards, inbound color notifications, and much more. No longer does the management team waste time trying to make decisions based on reporting that they’re not 100% confident in.

Results

After a long, working struggle with other systems, transitioning to Ytel where “everything is just better,” allowed Patriot Protection Shield to successfully train and employ new agents, use the latest cloud communications software, pull reports, accurately analyze new data and perform comparison reports, increase agent productivity, all while cutting costs and operational headaches along the way.

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COMPANY
Patriot Protection Shield offers low cost extended service agreements from the nation’s top service administrators. Their partnership companies continue to maintain an “A+” rating with the Better Business Bureau and are backed by Government approved A rated insurance companies. They offer affordable policies with low monthly payments, no credit checks and automatic approvals.

INDUSTRY
Auto Warranty
TYPE
B2C
SIZE
10-50 Employees

YTEL SOLUTION

x5

USE CASES

Smart Support Team

Smart Support Team

Enjoy the peace of mind in knowing that Ytel Smart Support is available 24/7, 365.

Custom Dashboards

Custom Dashboards

Transparency allows Patriot Protection Shield’s staff to stay updated on production on an hourly and daily basis.

Reporting & Analytics

Reporting & Analytics

Build any custom report for real-time or historical analytics to make informed business decisions.

Schedule a Demo with Ytel