Business Telephone System for Insurance Agencies

Get rid of your annoying & conventional phone system. Connect with dedicated ThreePBX phone services to get better communication for your insurance agency.

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Hosted VoIP for you to Communicate Conveniently

Text Messaging

Text Messaging

Allows for easy communication with clients, including appointment reminders and updates on policy information.

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Voice to Email

Allows for the recording of calls and conversion of the audio into an email, providing a written record of the conversation for reference.

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Team Messaging

Allows for real-time, seamless communication between staff members, regardless of location.

Why ThreePBX VoIP Phone System is Best fit for Insurance Companies!

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Advanced Time-based Call Routing

  • Advanced time-based call routing to specify calling criteria based on their individual schedules.

  • Call routing to auto-attendant after the business hours that transmit or route calls to the most qualified insurance agent to handle the caller's service inquiries.

  • Flexibility for the staff to customize the phone rings.

Unlimited Conferencing

  • Phone conferencing to keep remote teams connected and productive.

  • Video conferencing for the users in different locations to hold face-to-face meetings without having to move to a single location together

INSURANCE LANDING PAGE
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Route Calls to Multiple Extensions

  • Route incoming calls to many extensions, allowing agents to reply immediately to client queries.

  • Transfers the caller to voice mail if two extensions cannot be connected

  • Calls routed to multiple locations

Advanced Features to help you Communicate Better

Auto Attendant

Customized menu option to send clients to the correct department or agent.

Call Queue Handling

Put callers “on hold” until they can connect to an available staff member.

Advanced Voicemail

Access voicemail messages from your desk and mobile phones, desktop app.

Ring/Hunt Groups

Preconfigured departments ring groups for billing and more features.

Fax Machine

Receive all your faxes to your email, fax machine, or portal system.

Dashboard

User Friendly dashboard to monitor your staff and calls from any location.

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ThreePBX Office Pricing

Pricing Table
Monthly plan with no commitment
1-04 5-19 20-99 100+

alpha

$30.95 /user/monthly
  • Unlimited Calling
  • Unlimited Virtual Extensions
  • 24/7 U.S. Based Technical Support
  • Unlimited Outbound Digital Faxing
  • 100 toll-free minutes
  • SMS/MMS Texting - 5,000
Compare all plans

beta

$35.95 /user/monthly
  • Unlimited Calling
  • Unlimited Virtual Extensions
  • 24/7 U.S. Based Technical Support
  • Unlimited Outbound Digital Faxing
  • 100 toll-free minutes
  • SMS/MMS Texting - 5,000
Compare all plans

delta

$45.95 /user/monthly
  • Unlimited Calling
  • Unlimited Virtual Extensions
  • 24/7 U.S. Based Technical Support
  • Unlimited Outbound Digital Faxing
  • 100 toll-free minutes
  • SMS/MMS Texting - 5,000
Compare all plans
FEATURES ALPHA
7 day Free Trial
BETA
Get Demo
DELTA
Get Demo
VOICE CALLING Unlimited calling within the US, PR, CA ✓ ✓ ✓
Unlimited Audio Conference Calls x 50 Participant Unlimited
Free local or toll-free number ✓ ✓ ✓
Toll-free minutes 1500 3000 12500
High-definition (HD) voice ✓ ✓ ✓
Auto attendant ✓ ✓ ✓
Multi-level auto attendant ✓ ✓ ✓
MOBILITY App for Mac ✓ ✓ ✓
App for Windows ✓ ✓ ✓
App for iOS ✓ ✓ ✓
App for Android ✓ ✓ ✓
ThreePBX Virtual Extension ✓ ✓ ✓
MEETINGS HD video calling ✓ ✓ ✓
Unlimited video calling (peer-to-peer) ✓ ✓ ✓
Unlimited video conferencing ✓ ✓ ✓
Video conference recording ✓ ✓ ✓
APP COLABORATION Team messaging  peer to peer video ✓ ✓ ✓
Private group messaging ✓ ✓ ✓
Screen sharing ✓ ✓ ✓
Mobile SMS/MMS ✓ ✓ ✓
VOICE ANALYTICS AND REPORTS Call history ✓ ✓ ✓
Call log reports ✓ ✓ ✓
Voice Analytics ✓ ✓ ✓
VOICE ADMINISTRATION Admin portal ✓ ✓ ✓
User portal ✓ ✓ ✓
Dashboard ✓ ✓ ✓
INTEGRATIONS Salesforce* ✓ ✓ ✓
Redtail* ✓ ✓ ✓
Netsuite* ✓ ✓ ✓
Microsoft Dynamics* ✓ ✓ ✓
Insightly* ✓ ✓ ✓
Infusion Soft* ✓ ✓ ✓
Hubspot* ✓ ✓ ✓
Google Contacts* ✓ ✓ ✓
Gmail* ✓ ✓ ✓
Freshsales* ✓ ✓ ✓
Freshdesk* ✓ ✓ ✓
Copper* ✓ ✓ ✓
Drift* ✓ ✓ ✓
Facebook* ✓ ✓ ✓
Bullhorn* ✓ ✓ ✓
INTEGRATIONS AutoTask* ✓ ✓ ✓
Blitz Lead Manager* ✓ ✓ ✓
Active Campaign* ✓ ✓ ✓
AMS 360* ✓ ✓ ✓
Agency Bloc* ✓ ✓ ✓
Stripe* ✓ ✓ ✓
Sugar CRM* ✓ ✓ ✓
Microsoft Teams* ✓ ✓ ✓
Documo* ✓ ✓ ✓
ConnectWise* ✓ ✓ ✓
Quickbooks Online* ✓ ✓ ✓
PHONES Bring your own device (BYOD) ✓ ✓ ✓
Soft Phone ✓ ✓ ✓
Desk Phone ✓ ✓ ✓
Conference Phone ✓ ✓ ✓
Analog Phones ✓ ✓ ✓
SUPPORT Email support 24/7 ✓ ✓ ✓
Chat support. 24/7 ✓ ✓ ✓
Phone support 24/7 ✓ ✓ ✓
Knowledge Center 24/7 ✓ ✓ ✓
Real-time system status ✓ ✓ ✓
Professional Implementation ✓ ✓ ✓
Multi-site support ✓ ✓ ✓
SLA with 99.99% Uptime ✓ ✓ ✓
Account Manager ✓ ✓ ✓
ANALYTICS Custom reports ✓ ✓ ✓
Custom dashboards ✓ ✓ ✓
Advanced roles and permissions ✓ ✓ ✓
Advanced reports ✓ ✓ ✓
VOICE PRODUCTIVITY Address Book ✓ ✓ ✓
Bulk Number Porting ✓ ✓ ✓
Call Blocking ✓ ✓ ✓
Call Forwarding ✓ ✓ ✓
Call Handling Rules ✓ ✓ ✓
Call Hunting ✓ ✓ ✓
Call Logs ✓ ✓ ✓
Call Park with Ringback ✓ ✓ ✓
Call Screening ✓ ✓ ✓
Call Transfer ✓ ✓ ✓
Call Waiting ✓ ✓ ✓
Callback Auto System ✓ ✓ ✓
Caller ID ✓ ✓ ✓
Caller ID Prefix ✓ ✓ ✓
VOICE PRODUCTIVITY Click to Call ✓ ✓ ✓
Dial by Name Directory ✓ ✓ ✓
Digital Faxing (outbound) ✓ ✓ ✓
Do Not Disturb (DND) ✓ ✓ ✓
E911 Dialing ✓ ✓ ✓
Extension Dialing ✓ ✓ ✓
Facetime Calling- Peer to Peer ✓ ✓ ✓
Find me/Follow Me ✓ ✓ ✓
Greetings ✓ ✓ ✓
Hold Music ✓ ✓ ✓
Hot Desking ✓ ✓ ✓
In-Call Features ✓ ✓ ✓
Line failover ✓ ✓ ✓
Management Portal ✓ ✓ ✓
Modes for business After Hours ✓ ✓ ✓
Quality of Service (QoS) reports ✓ ✓ ✓
Queues ✓ ✓ ✓
Ready Phones ✓ ✓ ✓
Ring Groups ✓ ✓ ✓
Google and o365 SSO ✓ ✓ ✓
QOS Monitoring ✓ ✓ ✓
Call Recording* ✓ ✓ ✓
Vanity Numbers* ✓ ✓ ✓
International Numbers* ✓ ✓ ✓
Voicemail to Email Transcription ✓ ✓ ✓
Note: (*) represent the addon

 

ThreePBX- PROBLEM SOLVERS

We are passionate about solving your business challenges with highly optimized communication solutions backed with the best technology to bring the best outcomes for your business. 

  • Trust

    From set-up to support, our highly trained team of professionals are here to simplify the process, and help you gain the maximum benefits from our seamlessly efficient communication system.

  • Transparency

    We believe that our quality service speaks for itself, which is why we don’t bind our customers into long term contracts. We work with full transparency to deliver you with a range of tailored pricing packages and monthly payment schemes with no hidden fees.

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Frequently Asked Questions

Is it possible to use my existing phone & fax number with ThreePBX?

ThreePBX phone service is designed to meet your business needs, so yes, it is highly likely for you to keep your existing phone number. As long as the active voice/fax number is portable, which it usually is via federal guidelines that we can facilitate the transition. In fact, we can even confirm this for you as part of our discovery call.

Do I need to purchase new phones for VoIP?

We can use your existing VoIP phones if you are already on a Cloud Based VoIP system. We also have options to make calls using our application through computer or mobile options if that is a business preference for you.

Will my phones be down during the transition to VoIP?

No, you will not experience any delay as we work. Your phone lines will continue to run during the transition.

Do I need to upgrade my Internet connection for VoIP?

No upgrade is necessary as long as you have a broadband connection (not DSL). You can make/receive 10 calls simultaneously while only using 1MB bandwidth as our codec uses 100 KBps per phone call. Our technology is designed to make your life easier.

Will my phone service go down if the internet connection isn’t working?

We like to ensure minimal disruption to business operations if and when an issue arises. No, you will not lose phone service if your internet connection goes down. The hosting site where your phone server is located will continue to function, however your phones will not ring due to the internet connection being down.

Are there long-term contracts with ThreePBX for VoIP?

No, you will not be bound to any long-term commitments with Three PBX. We are confident about the service and technology we provide our customers, which is why we are also confident that we will earn your trust over time.

 

Our standard contract works on a monthly payment basis. However, we also provide more tailored packages that accommodates your business needs and budgets. If you do require a long-term contract, this will come with an added benefit of reduced rates.

What if I want to use my cell phone for VoIP?

Yes, you can use your cell for VoIP without having to disclose your personal cell number. Our service is very easy to use on your mobile device with our ThreePBX mobile app, which provides your phone with a business line. You will also be able to keep your employee’s phone numbers hidden from your customers.

Is setting up my phone system with VoIP complicated?

At ThreePBX, we look to create a complete business phone system experience for you and your employees. The transition from another provider can be complicated, yes, however we overlook the set-up of the system from start to finish as well as any changes your business requires.

Which CRM Softwares does your VoIP service integrate with?

We have VoIP integration with Salesforce, Zoho CRM, HubSpot, and more.

I currently have an internet, phone and cable package. How can I switch to ThreePBX?

Switching over to VoIP is quite a common and simple process. In fact, having an internet facility enables us to provide you with more features that can optimise your business function. The first step is to sign up with ThreePBX, which will permit us to start the phone number porting process. On completion of this process, you will then be able to cancel the existing plan you have.

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"Threepbx consolidates all of my customer data into a single location, allowing me to easily access their account history, notes, and documents from a single screen. With Threepbx, managing customer relationships becomes effortless and intuitive, eliminating any uncertainty or guesswork involved in the process."
Sophia
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What’s the difference?

Traditional phone numbers versus Virtual phone numbers

Even though virtual phone numbers and regular phone numbers work the same, there are key differences between the two. First, area codes don’t really matter when it comes to VoIP phone systems. Unlike regular phone numbers, virtual ones work independently of location. This means you’ll be able to choose a phone number with any area code you choose.

Second, landline phone numbers are linked to a specific device, usually a landline phone you can have at home or in your office. Virtual phone numbers can be linked to many devices, which allows users to make voice calls not only from a landline but also from a smartphone or a computer. All you need to make the call is the virtual phone number! This provides businesses with greater flexibility and freedom of use, which is key in today’s world.

Virtual phone numbers will allow you to measure your marketing efforts by tracking the number of calls you receive from prospects that are coming from all your social media platforms. This way, you can adjust your efforts however necessary to make sure your prospects can contact you whenever they need it.

These two key differences make it possible to understand exactly why VoIP phone systems have become so popular among businesses. They are convenient, flexible, easy to use and they contribute to successful communication not only with clients but also with partners and team members. 

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