Insurance Phone System

Cloud Phone System for Insurance Agents & Agencies

Q: How much does a cloud phone system for insurance agencies cost?

The cost of a cloud phone system for insurance agencies typically ranges from $15 to $60 per user per month, depending on the provider and features included. Provide, like Calilio, offers a Standard Plan at $15 per user/month, a Premium Plan at $35 per user/month, and a custom Enterprise Plan for larger organizations.

Q: What issues should insurance agencies be aware of with cloud phone systems?

Insurance agencies should be aware of a few issues with cloud phone systems, including internet dependency, security concerns, call quality, integration with existing systems, extra costs, and staff training needs. Planning ahead allows you to take proactive steps to maintain reliable and secure communication for your clients and team.

Q: Can a cloud phone system help with compliance in insurance agencies?

Yes, a cloud phone system can help insurance agencies maintain compliance. It can record calls, store call logs securely, and generate audit-ready reports, ensuring adherence to industry regulations. Features like call monitoring, encryption, and secure access controls also help protect sensitive client information, making it easier to meet legal and regulatory requirements.

Q: Which cloud phone system is best for insurance agencies?

The best cloud phone system for insurance agencies depends on your size, needs, and budget. However, if you’re looking for a budget-friendly option, Calilio stands out as one of the best choices, offering a budget-friendly solution with plans starting at $15 per user/month and the essential features agencies need to manage client communications.

Get a powerful phone system for insurance agencies that helps manage client calls, smooth operations, and improve overall customer communication. Whether you run a small office or a large brokerage, our cloud-based solution boosts team collaboration and ensures clients receive timely support for inquiries, claims, and policy updates.

Make and receive calls instantly over the internet.

Record and monitor calls to maintain compliance and service quality.

Track and follow up on claims efficiently to reduce processing delays.

Connect remote staff and branch offices through a unified system.

Improve customer satisfaction with faster response times.

Calilio phone system with insurance agent and positive sentiment analysis

Telephony Partner of 1000+ Businesses Worldwide

Get a Virtual Phone Number for Your Insurance Agency

Buy a virtual phone number with Calilio to simplify communication for your insurance agency. Choose from local, mobile, vanity, or toll-free numbers to make and receive calls from any device, using a secure, cloud-based system.

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 To Request Them.

How to Set Up a Phone System for an Insurance Agency?

To set up a phone system for your insurance agency with Calilio, create your account, buy or port your numbers, add your team, and configure call handling. Once set up, your staff can manage policy inquiries, claims, and customer service calls efficiently across devices.

Step 1

Step 2

Buy a local, mobile, or toll-free number, or port your existing numbers.

Step 3

Add team members such as agents, customer service staff, and administrators.

Step 4

Assign roles, share numbers, and set up call routing to direct calls to the right agent.

Step 5

Customize voicemail, greetings, and call handling features.

Step 6

Start making and receiving client calls on any device.

Choose Number

Use a VoIP-powered Cloud Phone System for an Insurance Agency in 100+ Countries

With Calilio’s VoIP-powered cloud phone system, insurance agencies can access virtual numbers in over 100 countries. Manage client calls, handle policy inquiries, and provide reliable support from anywhere, improving your global presence without the need for physical offices.

AllAfricaAsiaEuropeNorth americaAustraliaSouth america

Features of Insurance Phone System for Client & Claims Calls

Calilio is built for insurance agencies to manage client calls efficiently. Our VoIP system handles policy inquiries quickly, simplifies claims support, and includes advanced features like call routing, IVR, call recording, and CRM integration.

Call Queue

Organize incoming calls during busy periods. Clients wait in a structured queue, ensuring urgent claims and policy inquiries are prioritized and handled fairly.

CRM Integration

Integrate your phone system with your insurance CRM or policy management tools. Instantly access client records, log calls automatically, and provide personalized, data-driven service.

Call Forwarding

Redirect calls to the right agent, department, or mobile device. Ensure clients always reach the person best suited to assist with claims, policy questions, or renewals.

Call Transfer

Transfer live calls between agents or departments—such as from customer service to claims specialists—without disrupting the client experience.

IVR (Interactive Voice Response)

Automatically guide clients to the right department: claims, billing, policy renewals, reducing wait times and ensuring calls reach the correct agent quickly.

Live Call Monitoring

Supervisors or team leads can monitor live client calls to maintain service quality, provide coaching, and ensure professional handling of claims or policy discussions.

Internal Messaging

Enable secure messaging among agents and support staff. Improve team collaboration, accelerate claim resolution, and smooth internal communication.

AI-Powered Call Summary

Automatically generate concise summaries of each client call, highlighting key points, action items, and follow-ups. Improve team efficiency, reduce manual note-taking, and ensure consistent, high-quality client service.

Customizable Greetings

Set professional greetings tailored to departments, services, or agents to give clients a welcoming, consistent, and polished experience from the first call.

Custom Caller ID

Display your insurance agency number on outbound calls. Clients instantly recognize your number, improving answer rates and fostering trust.

Power Dialer

Automate outbound calls for policy follow-ups, renewal reminders, or claims updates. Increase productivity while reducing manual dialing effort.

possible benefits of phone system in insurance

Benefits of a VoIP-powered Insurance Phone System

By switching from traditional phone lines to Calilio’s VoIP-powered insurance phone system, agencies can manage client calls, policy inquiries, and claims more efficiently, while improving team coordination and client satisfaction.

Cost-Effective Solution

Reduce reliance on costly phone lines and expensive call charges. Calilio enables agencies to make calls and send messages over the internet at budget-friendly rates.

Improved Customer Satisfaction

Agent Performance Tracking

Secure Client Verification

Emergency Response Lines

Comparing Best Insurance Phone Systems: Features & Price

Features	Calilio	RingCentral	8×8	JustCall	GoTo Connect
Starting Price (per user)	$15	$30	$25	$39	$27
Virtual Phone Numbers	100+ countries	100+ countries	100+ countries	70+ countries	50+ countries
Ease of Setup	Quick setup, user-friendly	Moderate setup	Moderate setup	Easy setup	Moderate setup
Call Management	IVR, call routing, call queues, voicemail	Call routing, analytics, and automated greetings	IVR, call queues, call forwarding	IVR, call forwarding, call recording	Smart routing, analytics, and call forwarding
Power Dialer	Yes	Yes	Yes	Yes	No
Mobile App	Yes	Yes	Yes	Yes	Yes
24/7 Support	Yes	Yes	Yes	Yes	Yes
CRM Integration	Yes	Yes	Yes	Yes	Yes
Number Porting	Yes	Yes	Yes	Yes	Yes
Ideal For	Small to large-sized insurance agencies	Large insurance enterprises	Medium to large agencies	Small to large agencies	Small to mid-sized agencies

Select Plan

Pricing Plans for Calilio’s Insurance Cloud Phone System

Calilio offers flexible plans: Standard, Premium, and Enterprise, designed for insurance agencies of every size. Whether you’re a small local broker or a large multinational provider, our cloud phone system adapts and scales to fit your business.

save 20% on Annual Plan

Standard Plan

$12
Per user/per month

$15 Save 20%

Ideal for solopreneurs, startups and small businesses venturing into affordable VoIP service.

Get Started with:

User Limit: 10
Free 1 Local Number
US or Canada
Call Recordings and Storage
Optional
Basic Realtime Dashboard

Premium Plan

$28
Per user/per month

$35 Save 20%

Leverage growing businesses and call centers with cost-effective VoIP solutions.

Everything in the Standard Plan, plus:

All Standard Plan Features
Unlimited Users
Advance Reporting
Coming Soon
Live Call Monitoring
Detailed Realtime Dashboard

Enterprise Plan

Custom

Comprehensive VoIP plan for unmatched communication solutions for large businesses and enterprises.

Everything in the Premium Plan, plus:

Queue Call Back
Coming Soon
All Call Strategy Features
Dedicated Account Manager
Phone and WhatsApp Support

Note: Your subscription only covers the plan and includes a complimentary $1 credit. Once this credit is used, you must load your wallet to make or receive calls/SMS. Phone numbers are billed separately. Please refer to the call and SMS rates for incoming and outgoing charges.

Q&A

Frequently Asked Questions

Can a cloud phone system handle multiple insurance office locations?

Yes, you can use a cloud phone system to connect multiple insurance office locations. It offers local numbers, efficient call routing, and lets your team manage calls from anywhere, keeping communication smooth and unified.

How much does a cloud phone system for insurance agencies cost?

What issues should insurance agencies be aware of with cloud phone systems?

Can a cloud phone system help with compliance in insurance agencies?

Which cloud phone system is best for insurance agencies?

Still have questions?

Can’t find the answer you’re looking for? Please chat with our friendly team.

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Step into the future of seamless connectivity with Calilio. Choose our advanced business phone system and revolutionize your business telephony today.

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