Eliminate friction points to manage more calls in less time, freeing reps up for revenue-generating activities while allowing for a reduced headcount.
Find and pair the right advisor to caller by filtering available reps based on location & services.
Reliable Customer Notes
Agents can collect and share customer and member information during their conversation to help staff better prepare, meaning more minutes spent on high value, advisory conversations.
Your Partner in Success
Every organization has its own unique needs. Whether you have complex special requirements or need a quick and simple rollout, we will work closely with you at every step to deliver.Tailored Services
Solutions That Fit Right In
Whether integrating with your in-house system or starting from scratch, Coconut Software is just one piece of your digital experience, and we’re flexible to fit in exactly where you need us.Integrations & API
Security Is Serious Business
We adhere to industry-leading standards to manage our network, and set strict policies across our organization to keep data safe for you and your customers.Privacy & Security