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Business VoIP phone service for insurance agencies

Your insurance business needs more than just a dial tone. We've got you covered.

Get started Plans & pricing

Trusted by insurance companies all over the country

Real results from real insurance agents.

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!

Lincoln Salmon, Salmon Agency
Principal, an Allstate Agent

Insurance agents need all their customer data in one view. We got that.

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.

See conversation history, policy details and claims as soon as they call.

Access insurance renewals, claims, quotes and policies. See all your customer history as soon as they call you.

Suites & Pricing

Your search for Insurance VoIP is over.

Basic

Starts at

$20

/mo per user

Business Phone Service
Free Number Porting
Free Local Number
Unlimited Calling

Compare All Features

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Our most popular plan

Pro

Starts at

$25

/mo per user

Business Phone Service
Conference Calling
Nextiva Mobile App
Business Text Messaging

Compare All Features

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Enterprise

Starts at

$30

/mo per user

Business Phone Service
Call Recording
Nextiva Anywhere
Need a Feature Here

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Includes everything in the Customer Relationship Suite

Communication Basic

Included with All Plans
- 24/7 service and tech support
- No contracts required
- 99.999% uptime reliability
Communicate
- Unlimited calling
- Unlimited Internet faxing
- Voicemail with email delivery
- Free local phone number
- Free toll free number
- Keep your existing number
- Advanced call management
- Auto attendant
- Call logs
- Multi-site support
Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
Analyze Your Business
- Standard Reports
- Central source for customer data

Communication Pro

Included with All Plans
- 24/7 service and tech support
- No contracts required
- 99.999% uptime reliability
Communicate
- Unlimited calling
- Unlimited Internet faxing
- Voicemail with email delivery
- Free local phone number
- Free toll free number
- Keep your existing number
- Advanced call management
- Auto attendant
- Call logs
- Multi-site support
- Nextiva mobile app (iPhone, iPad, Android)
- Nextiva desktop app
- Instant messaging & presence
- Team messaging & presence
- Unlimited conference calls
- Unlimited web conferencing
- Unlimited SMS messages
- Professionally recorded greeting (1)
Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
- Smart case routing
- Integrated knowledge base
- SLA management
- SLA reminders
- Escalation for SLA violation
- Custom user filters and views
- Custom Reports
- Automatic email notifications
Analyze Your Business
- Standard Reports
- Central source for customer data
- Predefined Dashboard
- Custom Reports
- User and Team Performance
- Basic database tools
Survey Customers
- Dynamic design and question types
- Flexible survey design
- Survey templates
- Custom headers (add logo, etc)
- Automated survey distribution
- Survey link modification
- Favorite and archive surveys
- Email notifications
- Post-survey logic
- Survey analytics

Communication Enterprise

Included with All Plans
- 24/7 service and tech support
- No contracts required
- 99.999% uptime reliability
Communicate
- Unlimited calling
- Unlimited Internet faxing
- Voicemail with email delivery
- Free local phone number
- Free toll free number
- Keep your existing number
- Advanced call management
- Auto attendant
- Call logs
- Multi-site support
- Nextiva mobile app (iPhone, iPad, Android)
- Nextiva desktop app
- Instant messaging & presence
- Team messaging & presence
- Unlimited conference calls
- Unlimited web conferencing
- Unlimited SMS messages
- Professionally recorded greeting (3)
- Call recording
- Voicemail with text delivery
- Voice analytics
Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
- Custom account and contact fields
- Account analytics
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
- Smart case routing
- Integrated knowledge base
- SLA management
- SLA reminders
- Escalation for SLA violation
- Custom user filters and views
- Custom Reports
- Automatic email notifications
- Custom Dashboards
- Advanced roles and permissions
- Multiple SLA policies
Analyze Your Business
- Standard Reports
- Central source for customer data
- Predefined Dashboard
- Custom Reports
- User and Team Performance
- Advanced database tools
- Custom Dashboards
- Advanced Analytics
- Advanced, flexible database
- NextDB (database administration)
- Visual database builder
Survey Customers
- Dynamic design and question types
- Flexible survey design
- Survey templates
- Custom headers (add logo, etc)
- Automated survey distribution
- Survey link modification
- Favorite and archive surveys
- Email notifications
- Post-survey logic
- Survey analytics
- Question & page skip logic
- Survey scheduling
- Secure surveys
- Custom landing pages
- Redirect upon submit
- Allow/Restrict IPs
- Export survey results
Chat Live on Your Website
- Automatic case creation
- Scheduling
- Tab notification of unread customer message
- Unlimited departments
- Chat history
- Shortcuts
- Transfer chat
- Round-robin distribution
- Multiple administrators
- Offline chat
- Custom chat limits (per user, per department)
- Avatars
- Unlimited chat instances (queue creation)
- Queue limit
- Chat builder
- Chat customization

Start growing your insurance business

Get started

Powerful VoIP features for your insurance agency.

Nextiva App

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!

Learn More

Text Messaging

Send texts from your WiFi-enabled mobile phone or desktop VoIP system. Get unlimited texting to and from your business phone number.

Learn More

Auto Attendant

Let Nextiva's auto attendant feature streamline your call routing. Also apply automatic call forwarding to your office phone.

Voicemail to Email

Now it’s easy to listen to voicemails from your email account. Listen to call recordings on your mobile app, laptop, or desktop.

Call Queuing

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

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!

Reviews & Competitive Rankings

Compare Nextiva.

Gartner Peer Insights
Software Advice
BBB
DownDetector
Glassdoor
Indeed

Data supplied as of September 2, 2019

Nextiva helps insurance agencies double their renewals and referrals.

Let's show you how it's done.

Dave | with Nextiva since 2008

Comments

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Business VoIP phone service for insurance agencies

Trusted by insurance companies all over the country

Real results from real insurance agents.

Insurance agents need all their customer data in one view. We got that.

See conversation history, policy details and claims as soon as they call.

Suites & Pricing

Your search for Insurance VoIP is over.

Basic

$20

Pro

$25

Enterprise

$30

Communication Basic

Communication Pro

Communication Enterprise

Start growing your insurance business

Powerful VoIP features for your insurance agency.

Nextiva App

Text Messaging

Auto Attendant

Voicemail to Email

Call Queuing

Unlimited Calling

Compare Nextiva.

Nextiva helps insurance agencies double their renewals and referrals.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

We'd like to know you better so we can serve you better.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.