Business Phone System for Insurance Agents

Impress Your Clients

In the Office or On the Move

Never Miss Another Sales Call

• Quick, user-friendly customized routing
• Voicemail and voicemail-to-text feature
• Send and receive faxes in the office or on your mobile

Project a Professional Image

• Incoming/outgoing mobile calls and texts display business phone number
• Part-time brokers get their own extensions and fax numbers
• Re-route unanswered calls to assistants

Memo On Call Patented Technology

• Client recall feature helps you build rapport
• Get a voice memo of the last call you had with a client
• Take notes on a call by recording a memo and having it automatically emailed

Custom Features for Insurance

• Our HD enabled phones will guarantee that your calls are crystal clear
• If you receive multiple calls at once, they’ll be placed in a queue and routed to your phone on a first come, first served basis
• You can set up an extension for each broker with a specific message and voicemail delivery setting
• Tailor your caller options to your types of insurance
• To transfer a call just press the transfer button and extension (you can even transfer calls to mobile phones or any other phone number)
• You can set up your system to provide pre-recorded information, such as directions to your location or opening hours, as well as a different after-hours greeting
• Receive voicemails in MP3 format directly to any email address(es) you choose
• Have complete control over your data through APIs

No Upfront Costs or Installation Fees
- More Features Than You Have