Feature-rich Yet Affordable Insurance Call Center Software
Calilio’s insurance call center software helps insurers, agencies, and brokers manage customer calls with ease. From policy details and renewals to claims and urgent support, our platform ensures fast, reliable service, delivering prompt answers and the personalized attention your clients deserve, all at an affordable price.
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Get a Virtual Phone Number for Your Insurance Call Center
With Calilio, you can get local, mobile, or toll-free virtual phone numbers from over 100 countries for both agencies and brokers. Unify inbound and outbound calls on one platform, and connect with policyholders across regions.
Some Numbers May Require Proof Of ID And Address Registration According To Local Laws.
Some Phone Numbers May Not Be Available Through This Search, As They Are Not Generally Offered To Customers. These Numbers Are Available On Order Request. Please Contact Support To Request Them.
How to Set Up a Call Center Software for Your Insurance Agency?
To set up a call center software for insurance, create your account, get or port numbers, add agents, and configure call flows. Once configured, insurance agencies and providers can start managing policyholder calls efficiently.
Get StartedStep 1
Sign up for Calilio and log in to your dashboard.
Step 2
Buy a local, mobile, or toll-free number, or port your existing ones.
Step 3
Add members to your workspace and assign them roles.
Step 4
Share numbers with your team and build IVR menus for proper routing.
Step 5
Start making inbound and outbound calls across devices.
CHOOSE COUNTRY
Use Call Center Software for Insurance Provider in 100+ Countries
Calilio supports insurers, agencies, and brokers in more than 100 countries, helping teams reduce communication costs and scale operations globally. Whether you’re a local brokerage or a multinational insurance company, you can manage calls across borders without setting up physical offices.
Features of Insurance Call Center Software for Policyholder Calls & Agent Efficiency
Calilio’s call center software is built to enhance policyholder communication, automate claim updates, and boost agent productivity.
Call Routing
Automatically connect callers with the right agent or department, whether it’s sales, claims, or support. Deliver quicker resolutions by removing the guesswork.
Custom Caller ID
Show a professional, recognizable business number when reaching out to clients. Increase answer rates and build trust with policyholders.
Voicemail
Allow customers to leave detailed messages after hours or during high traffic. Agents can follow up promptly, ensuring no request goes unnoticed.
Call Analytics
Measure call activity, agent performance, and response times. Use insights to improve claim handling efficiency and overall customer experience.
CRM Integration
Sync every interaction directly with your CRM. Agents get full context before answering calls.
Integrate Insurance Call Center Software with CRM for Workflow Automation
Calilio’s insurance call center software integrates seamlessly with popular CRMs and policy management platforms. Our platform records every policyholder interaction, from claims to renewals and syncs automatically, giving agents quick access to complete customer history.
Zapier
Automation
Pipedrive
CRM
Pabbly Connect
Automation
LeadHeed
CRM
HubSpot
CRM
Salesforce
CRM
Mailchimp
Marketing
Krispchat
Sales Automation
Zendesk
Helpdesk
Request Integration
Use cases
Use Cases of Insurance Call Center Software
Calilio’s call center solution is built to match the diverse needs of insurance providers. From small agencies to large carriers, it simplifies policyholder communication, claims processing, and premium collections across different scenarios.
Insurance Agencies
Manage inquiries about new policies, premium payments, and renewals. Provide quick responses while keeping customer interactions organized and professional.
Claims Departments
Handle claim requests efficiently by routing them to the right adjuster. Automate updates and follow-ups so policyholders are never left in the dark.
Brokerage Firms
Support lead generation, quotes, and renewals. Ensure brokers can connect with prospects instantly and convert them into long-term clients.
Premium Collection Units
Automate payment reminders and follow up on overdue premiums using SMS or outbound calls. Minimize missed payments and improve cash flow.
Customer Support Teams
Offer 24/7 helplines for policy inquiries, billing issues, or emergency assistance. Reduce waiting times and keep satisfaction levels high.
Sales & Marketing Teams
Run outbound campaigns for upselling, cross-selling, or promoting new insurance products. Use power dialers to maximize reach with minimal effort.
Emergency Response Lines
Set up toll-free hotlines for roadside assistance, accidents, or urgent claim situations. Ensure fast, reliable help when customers need it most.
Discover Top Call Center Software for Insurance Agency
| Feature | Calilio | Nextiva | Five9 | JustCall | Talkdesk |
|---|---|---|---|---|---|
| Starting Price (per user) | $15 | $15–$50 | $119+ | $29–$89 | $85–$145 |
| Virtual Phone Numbers | 100+ countries | Not specified (mainly US/Canada) | Multi-channel, country range unspecified | 70+ countries | Limited options |
| Outbound Dialer | Yes (reminders, outreach) | Available in higher tiers | Yes (Power Dialer add-on | Yes (Power/AI Dialer) | Yes (built-in) |
| Insurance-Specific Features | Reminders, bulk SMS, CRM sync | General call center tools | None (general contact center focus) | None (general sales/support focus) | None (general CX tools) |
| Call Monitoring | Yes | Yes (higher tiers) | Yes | Yes | Yes |
| Call Recording | Yes (compliance-ready) | Yes (higher tiers) | Yes | Yes | Yes |
| Call Analytics | Advanced (AI-powered) | Advanced in higher tiers | Basic to advanced depending on tier | Yes | Advanced (from mid tiers) |
| CRM Integration | Yes (insurance CRMs & policy systems) | Yes | Yes | Yes | Yes |
| Mobile App | Yes | Yes | Yes | Yes | Yes |
| 24/7 Support | Yes | Available on select tiers | Yes (varies by contract) | Yes (business plans) | Yes (higher tiers) |
| Ideal For | Insurance agencies, claims centers, brokers | SMBs to enterprises with call centers | Large, enterprise-grade contact centers | Sales/support teams needing AI workflows | Mid-size to enterprise CX-focused teams |
Calilio Pricing Plans for Insurance Call Centers of All Sizes & Budget
Whether you’re a small agency or a global insurance provider, Calilio offers flexible pricing starting at just $15 per user/month. Get advanced features like IVR, call analytics, power dialers, and AI-generated reports without overwhelming costs.
Enterprise Plan
Custom
Everything in the Premium Plan, plus:
- Queue Call BackComing Soon
- All Call Strategy Features
- Dedicated Account Manager
- Phone and WhatsApp Support
Frequently asked questions
What is insurance call center software?
Insurance call center software is a phone system that helps insurance companies, agencies, and brokers manage all their customer calls in one place. Make outbound calls for follow-ups, answer calls, and process claims from a single cloud-based platform that works on any device.
Why do insurance companies need call center software?
How does insurance call center software help with claims processing?
Can I use my existing phone numbers with Calilio?
How can call center software reduce missed premium payments?
How to know if the software is secure and compliant for insurance businesses?
How does call analytics help insurance companies?
Can insurance agents work remotely with Calilio?
How much does insurance call center software cost?
Still have questions?
Can’t find the answer you’re looking for? Please chat with our friendly team.
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