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Phone systems for insurance agencies
Quotes, claims, and policy changes all need a different person. Route each call to the right one the first time. Plans start as low as $9.99 a month.
Example call flow
Here's one way calls could be handled. We build yours around how your team works.
Why insurance agencies choose VoiceSaver
Route by reason
Quotes, claims, and policy service each go to the right team.
Call recording
Keep a record of important conversations, where allowed.
Agents anywhere
Agents take calls on the app while visiting clients.
Numbers for campaigns
A separate number per ad or mailer shows which ones bring calls.
Example: an independent agency with 6 agents
A typical setup we'd recommend. Every business is different, so your quote is built around yours.
- 8 users with Yealink desk phones
- Main number, plus a tracking number for a direct mail campaign
- Auto attendant for quotes, claims, and service
- Voicemail to email for each agent
- Softphone app for agents in the field
Common questions
Can we track which ads bring calls?
Yes. Give each ad or mailer its own phone number and see how many calls each one brings.
Can after-hours callers report a claim?
Your after-hours message can give each carrier's 24-hour claims number, or forward urgent calls to an agent's cell.
Can agents work outside the office?
Yes. Agents use the softphone app on their cell phone and show the agency's caller ID.
Get a quote for your business
Calls, fax, texting, toll-free numbers, voicemail to email, 911, and free number porting are included. Tell us about your office and we'll send an exact quote.
- Keep your current numbers
- Yealink phones set up before they arrive
- Support from our team in Aberdeen, New Jersey