New business, service & claims
Route quotes, service, claims, and billing to the right team automatically.
Resources · Insurance
Phone systems for insurance agencies
A quote call that goes to voicemail is a policy written by someone else. Managed VoIP routes new business, service, claims, and billing to the right person, keeps agents reachable from anywhere, and makes sure no lead or client is left waiting.
The challenge
Every call is a client — or a lost one
Prospects shopping for coverage call several agencies, existing clients need service and claims support, and billing questions pile up — all on the same line, often while agents are on other calls.
Agencies need calls sorted by purpose, fast response to new business, and coverage that follows agents whether they're at the desk or out with a client.
Common pain points
- Quote calls lost to voicemail
- Service, claims, and billing on one line
- Agents unreachable when out of the office
- No record of client conversations
How we solve it
Route every call to the right desk
We design routing around how your agency operates, then configure and support it for you.
Answer leads fast
Ring groups send quote calls to available agents so new business is answered quickly.
Reachable anywhere
Agents take client calls on the agency number from mobile and desktop apps, in or out of office.
Voicemail to email
Client and lead messages land in the right inbox, so follow-ups happen fast.
Text reminders
On SMS-capable plans, text renewal and appointment reminders from the agency number.
Call recording
On plans that include recording, keep records for quality and reference, configured appropriately.
Insurance calls can involve sensitive client information and, where recording is used, consent considerations. Recording is available on capable plans, and we'll help you configure recording, voicemail, and routing appropriately for your agency.
Recommended plans
Where most agencies start
A starting point — we'll size endpoints and routing to your team.
Small business
BusinessLine Growth
$79.99/mo
3 endpoints with call routing and SMS-ready reminders for a small agency.
Small business · recording
BusinessLine Pro
$119.99/mo
6 endpoints with queues, SMS, and call recording for busier offices.
Commercial
OfficeConnect Core
$99.99/mo
3 endpoints with commercial routing and team-based flows for multi-agent offices.
Questions
Insurance agency VoIP FAQs
Can we route quotes, service, claims, and billing separately?
Yes. An auto-attendant sends callers to new business, service, claims, or billing, and can direct clients to a specific agent or account manager so each call reaches the right person.
How do we answer new-business leads quickly?
Ring groups send quote calls to available agents so leads are answered fast, and voicemail-to-email captures anything after hours so you can follow up before the prospect moves on.
Is call recording available for quality and reference?
Call recording is available on plans that include it. Because insurance calls can involve sensitive information and consent considerations, we help you configure recording, voicemail, and routing appropriately for your agency.
Turn every call into a client relationship
We'll design quote, service, and claims routing with agent mobility around your agency — and support it after go-live.