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I was pleasantly surprised to find a bundle designed for insurance agents that also provides my agents with an easier way to track and manage all of our leads in one place!
Insurance agencies told us they need to access all their customer data in one view. Nextiva's VoIP phone service integrates seamlessly with CRM software, enabling insurance agencies to close more deals and capture more customer referrals.
Access insurance renewals, claims, quotes and policies. See all your customer history as soon as they call you.
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Pricing
Month to Month
Contract
|
Enterprise
As low as
$30
ENTERPRISE
Monthly
ENTERPRISE
36 mo. agreement
PREPAY
36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$55/mo
$45/mo
$40/mo
$35/mo
$50/mo
$42/mo
$38/mo
$32/mo
$45/mo
$40/mo
$32/mo
$30/mo
/mo per user
|
Pro
As low as
$25
PRO
Monthly
PRO
36 mo. agreement
PREPAY
36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$38/mo
$35/mo
$30/mo
$28/mo
$36/mo
$32/mo
$28/mo
$26/mo
$33/mo
$30/mo
$26/mo
$25/mo
/mo per user
|
Basic
As low as
$20
BASIC
Monthly
BASIC
36 mo. agreement
PREPAY
12 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$35/mo
$30/mo
$26/mo
$24/mo
$33/mo
$28/mo
$24/mo
$22/mo
$30/mo
$26/mo
$22/mo
$20/mo
/mo per user
|
|---|---|---|---|
| VoIP Phone Service | |||
| Free Number Porting | |||
| Free Local or Toll Free Number | |||
| Unlimited Calling | |||
| Auto Attendant | |||
| Hold Music | |||
| Free Online Faxing | |||
| Text Messaging / SMS | |||
| Nextiva App | |||
| Professionally Recorded Greeting | |||
| Unlimited Conference Calls | |||
| Call Recording | |||
| Voicemail to Text Delivery | |||
| Voice Analytics | |||
| Sales CRM Features | |||
| Call Pop | |||
| Contact Management | |||
| Account History | |||
| Email, Notes, Call Logs | |||
| Sales Pipeline Management | |||
| Custom Fields | |||
| Reporting / Analytics | |||
| Service CRM Features | |||
| Advanced Roles & Permissions | |||
| Call Pop | |||
| Case Status & Priority Management | |||
| Automatically Links Cases to Accounts | |||
| Account Alerts / Email Notifications | |||
| Workflow Automation | |||
| Email Case Routing | |||
| Knowledge Base | |||
| SLA Management | |||
| Custom Reports | |||
| Custom Dashboards | |||
| Survey Features | |||
| Mobile Friendliness | |||
| Survey Templates | |||
| Branding & Customization | |||
| Survey Shortlinks | |||
| Email Notifications | |||
| Survey Analytics | |||
| Question Skip Logic | |||
| Survey Scheduling | |||
| Spam Protection | |||
| Custom Landing Pages | |||
| Live Chat Features | |||
| Automatic Case Creation | |||
| Chat Transfer | |||
| Chat Scheduling | |||
| Chat History | |||
| Customized Chat | |||
| Round-Robin Distribution | |||
| Offline Chat | |||
| Unlimited Chat | |||
| Analytics Features | |||
| Customer Database | |||
| Standard Reports | |||
| User & Team Performance | |||
| Custom Reports | |||
| Virtual Database Builder | |||
| Custom Dashboards | |||
Get the Nextiva desktop app or Android / iOS app on your mobile device. Your call center is ready to go with a fast internet connection!
Send texts from your WiFi-enabled mobile phone or desktop VoIP system. Get unlimited texting to and from your business phone number.
Let Nextiva's auto attendant feature streamline your call routing. Also apply automatic call forwarding to your office phone.
Now it’s easy to listen to voicemails from your email account. Listen to call recordings on your mobile app, laptop, or desktop.
Route phone calls to the right customer support rep with Nextiva's phone solution. Instantly turn on call waiting, voicemail, and call forwarding for incoming calls.
Unlimited calling, music on hold, faxing, toll-free numbers, analytics, and more with your feature-rich cloud phone. On-premise PBX and landlines just can't keep up!
Data supplied as of September 1, 2020
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