The company’s RingCentral environment took on added significance in 2020, when COVID-19 led to lockdowns in all of the 40 states where UHM has locations.
Knowing the company already had a work-from-anywhere communications platform accessible to all of its Partners gave Mark and Amanda confidence that UHM would eventually be able to transition successfully to remote work. But they planned a couple weeks of IT work to ensure all 1,200 Partners around the country had what they needed to work from home. To their surprise, though, even those weeks of transition support proved unnecessary.
“Turns out, it went much more smoothly than anticipated,” says Mark. “We were 100% remote within a few business days. And there’s no way we could’ve done that without RingCentral.”
As Amanda explains, what made the transition so smooth was that UHM was able to recreate Partners’ workflows at home to be essentially identical to their office experience. “For inbound sales calls, for example, our standard process is for those to route to assistants, who then transfer them to the appropriate lending officer. Because RingCentral’s phone system is so easy to use, we were able to recreate that same experience, even with everybody at home.”
And because RingCentral enables UHM to hold the largest virtual meetings they’ve ever had, the company was able to host all-hands video calls — and keep everyone feeling connected – during the lockdowns.