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.
Hosted VoIP for you to Communicate Conveniently
Text Messaging
Allows for easy communication with clients, including appointment reminders and updates on policy information.
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.
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!
- Significant Cost Savings
- Anytime, Anywhere Mobility
- Phone Systems For Multiple Locations
- CRM Integration
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Advanced Time-based Call Routing
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Advanced time-based call routing to specify calling criteria based on their individual schedules.
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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.
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Flexibility for the staff to customize the phone rings.
Unlimited Conferencing
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Phone conferencing to keep remote teams connected and productive.
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Video conferencing for the users in different locations to hold face-to-face meetings without having to move to a single location together
Route Calls to Multiple Extensions
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Route incoming calls to many extensions, allowing agents to reply immediately to client queries.
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Transfers the caller to voice mail if two extensions cannot be connected
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Calls routed to multiple locations
Advanced Features to help you Communicate Better
Trusted by​
ThreePBX Office Pricing
alpha
- 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
beta
- 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
delta
- 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
FEATURES |
ALPHA 7 day Free Trial |
BETA Get Demo |
DELTA Get Demo |
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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 |
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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.Â
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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.
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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.
Frequently Asked Questions
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.
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.
No, you will not experience any delay as we work. Your phone lines will continue to run during the transition.
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.
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.
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.
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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.
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.
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.
We have VoIP integration with Salesforce, Zoho CRM, HubSpot, and more.
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.
Submit your query and get expert help today!
Try ThreePBX to make your business better.