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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.

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Trusted by insurance companies all over the country

Allstate
Hancock Insurance
Dual
Worley
La Familia

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 avatar
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.

phone service pricing
Suites & Pricing

Your search for Insurance VoIP is over.

Pricing
Month to Month
Contract
Users
Enterprise
Starts at
$30
/mo per user
Pro
Starts at
$25
/mo per user
Basic
Starts at
$20
/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  
1-4
Users
5-19
Users
20-99
Users
+100
Users
Month to Month
Contract
Enterprise
Starts at
$30
/mo per user
VoIP Phone Service
  • Free Number Porting
  • Free Local or Toll Free Number
  • Unlimited Calling
  • Auto Attendant
  • Hold Music
  • Text Messaging / SMS
  • Free Online Faxing
  • 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 & Permision
  • Call Pop
  • Case Status & Priority Management
  • Automatically Link 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
  • Visual Database Builder
  • Custom Dashboards
Basic
Starts at
$20
/mo per user
VoIP Phone Service
  • Free Number Porting
  • Free Local or Toll Free Number
  • Unlimited Calling
  • Auto Attendant
  • Hold Music
  • Text Messaging / SMS
  • Free Online Faxing
Sales CRM Features
  • Call Pop
  • Contact Management
  • Account History
  • Email, Notes, Call Logs
  • Sales Pipeline Management
Service CRM Features
  • Advanced Roles & Permision
  • Call Pop
  • Case Status & Priority Management
  • Automatically Link Cases to Accounts
  • Account Alerts / Email Notifications
  • Workflow Automation
  • Email Case Routing
  • Knowledge Base
  • SLA Management
Analytics Features
  • Customer Database
  • Standard Reports

Start growing your insurance business

Powerful VoIP features for your insurance agency.

Nextiva Phone Service App

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!

Business Text Messaging

Text Messaging

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

Business Phone Auto Attendant

Auto Attendant

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

Voicemail to Email Service

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 Service

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 Phone Service

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.

Data supplied as of November 1, 2019

Nextiva helps insurance agencies double their renewals and referrals.

Let's show you how it's done.

 
Dave | with Nextiva since 2008

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Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.

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(800) 799-0600
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Learn how much can save your business.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600

See how Nextiva will transform
the way you communicate.


Contact an Amazing Service
Sales Expert
(800) 799-0600
See how you can provider smarter, better service with Nextiva IVR.


Contact an Amazing Service
Sales Expert
(800) 799-0600
See how you can provider smarter, better service with Nextiva IVR.


Contact an Amazing Service
Sales Expert
(800) 799-0600
See how you can provider smarter, better service with Nextiva IVR.

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