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VoIP Solutions 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
Enterprise
As low as
$32 Question mark icon
 
ENTERPRISE Monthly
ENTERPRISE 36 mo. agreement
PREPAY 36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$46/mo
$44/mo
$41/mo
$40/mo
$40/mo
$38/mo
$35/mo
$34/mo
$38/mo
$36/mo
$33/mo
$32/mo
/mo per user
Pro
As low as
$22 Question mark icon
 
PRO Monthly
PRO 36 mo. agreement
PREPAY 36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$36/mo
$34/mo
$31/mo
$30/mo
$30/mo
$28/mo
$25/mo
$24/mo
$28/mo
$26/mo
$23/mo
$22/mo
/mo per user
Essential
As low as
$18 Question mark icon
 
Essential Monthly
Essential 36 mo. agreement
Essential 36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$32/mo
$30/mo
$26/mo
$25/mo
$26/mo
$24/mo
$20/mo
$19/mo
$24/mo
$22/mo
$19/mo
$18/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  
Month to Month
Contract
Enterprise
As low as
$32 Question mark icon
 
ENTERPRISE Monthly
ENTERPRISE 36 mo. agreement
PREPAY 36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$46/mo
$44/mo
$41/mo
$40/mo
$40/mo
$38/mo
$35/mo
$34/mo
$38/mo
$36/mo
$33/mo
$32/mo
/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
Essential
As low as
$18 Question mark icon
 
Essential Monthly
Essential 36 mo. agreement
Essential 36 mo. agreement
1-4 users
5-19 users
20-99 users
100+ users
$31/mo
$30/mo
$26/mo
$25/mo
$26/mo
$24/mo
$20/mo
$19/mo
$24/mo
$22/mo
$19/mo
$18/mo
/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 October 1, 2022

FAQs

VoIP is worth it for insurance agents for a few reasons. First, VoIP setup is quick and easy – no hardwiring or dealing with the phone company coming to move lines to your new office – VoIP works using your existing internet connection. Next, and maybe the most important reason, is that VoIP allows you to be fully mobile and fully remote.

You don’t need to be tied down to your desk or worry about remembering to forward from your office phone number when you go out for an errand. You can make and receive calls from anywhere you have an internet connection by using the Nextiva VoIP calling app on your mobile device. Yes, we have VoIP softphones if you want a physical phone in the office, but you can also take calls from your computer or mobile device.

Nextiva offers VoIP phone systems and communication solutions for insurance companies of all sizes. Your insurance business can benefit from using VoIP because it allows you to take calls from anywhere with internet access. You’ll no longer be tied down to a specific desk at the office – take calls from our app that works on all mobile devices. Plus, with automation features like call auto attendance and call forwarding, you’ll never miss a call.

If you’re considering VoIP phone service for your insurance company, you’ll want to look for the following popular VoIP features:

  • Auto attendant - Give your customers the ability to quickly contact their insurance agent without having to wait in the front desk queue. An auto attendant allows callers to choose an extension and get transferred quickly.
  • Mobile app - Switch between desktop and mobile seamlessly. A VoIP mobile app lets you take business calls or message clients from anywhere you need to work that day.
  • Call pop - This insightful feature shows who is calling before you even answer the phone. A pop window shows the client and account details so you can be prepared to provide the best service from “hello.”
  • Reliability & security - Your customers expect you to be available for them whenever an emergency arises. Your VoIP phone should stand up to the expectation. Nextiva’s 8 points of presence and carrier-grade data centers guarantee that you’ll be available whenever your customers need you.

Reliable VoIP solution
for your insurance
business value

Clients rely on insurance agents at their most vulnerable moments - buying a home, purchasing a new car, and even in tragedies like accidents. They rely on you. That’s why you need reliable VoIP solutions to help run your insurance business efficiently.

A VoIP phone system is the modern way to take calls – you don’t have to deal with the phone company or those ancient copper wires to hardwire a phone. VoIP phones work by connecting to your existing internet connection and use the internet to make and receive calls.

That means you can take business calls from anywhere you may have internet access. You can still get a physical phone in the office, if you want, but Nextiva gives you the flexibility to choose. With our reliable mobile app you can receive phone calls on your desktop or any compatible mobile device.

Top features that insurance agents will love:

  • Call pop - See who’s calling and their account details before you answer the phone.
  • Mobile access - Break free from the office. Use our mobile app to make and receive calls on your business phone number from anywhere you have internet access.
  • Auto attendant - Customers can reach you quickly by selecting the right extension to skip the front desk.
  • Advanced voicemail features like visual voicemail and email delivery
  • Unlimited voice calling
  • Unlimited fax
  • Business text messaging
Read more

Learn more about Nextiva’s Solutions for Insurance Agencies

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Solutions for insurance

Nextiva helps insurance agencies double their renewals and referrals.

Let's show you how it's done.

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Dave | with Nextiva since 2008

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Chris Brencans, CMO

"Nextiva puts all my customer data in one place. I can view account history, notes and documents from one screen. Nextiva takes the guesswork out of customer relationships."

Chris Brencans, CMO
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