Business phone system for insurance offices

Phone system for insurance agencies.

Fully encrypted, secure and mobile business communication for any insurance office, with 100% Canadian call data.

100% CanadianDetailed call reportsAutomatic failover
Effective communication

Be the bright spot in a difficult day.

An exceptional customer service experience with an insurance agency can have a profound impact. As one of the first contacts in an emergency, it's your privilege and responsibility to make that call a bright spot in an otherwise difficult day.

Callers may be upset and emotional. Their experience during the entire call matters, and ultimately makes a difference to your bottom line. A highly functional, easy-to-use, flexible and reliable cloud phone system greatly improves the service your agency can provide.

Insurance team collaborating around a table with laptops and tablets.
Key features

Built for service under pressure.

100% Canadian solution

All live call data stored and processed on Canadian infrastructure, geo-redundant across Vancouver, Calgary, Ottawa and Montreal.

Detailed call history & reports

View and log client calls (time, day, duration, originating number) with scheduled email reports or on-the-fly views.

Mobility

Never miss a call with our Android and iOS app, or the web phone on any computer.

Voicemail-to-email & transcription

Stay connected in the way that's most efficient for you.

Automated call recording

A reference record of all correspondence.

Call forwarding & Auto Attendant

Eliminate hold times, never miss an important call, and screen and direct callers automatically.

… and much more. See every business phone feature →

New · Agentic Voice AI

Claims don't keep office hours.

Agentic Voice AI answers on the first ring at 2 a.m. or on a long weekend, gives callers accurate office information, and transfers them to the right agent or takes a message.

Save costs

Every second, accounted for.

Cloud Connect cuts costs across the board, and automatically tracks the billable time your team spends on the phone with, or on behalf of, clients.

  • Automatically track every second of billable phone time
  • No hardware to maintain or software to buy
  • Unlimited long-distance calling
  • No added IT support costs
  • Minimize the need for a receptionist with the Auto Attendant
  • Highly affordable toll-free numbers
  • Scale any time, from anywhere, without new phone lines
  • Prevent lost billable time from power outages with geographically dispersed infrastructure and automatic failover
  • Extend your market with local numbers across a wide area
The platform

Enterprise-grade communications at an affordable cost.

Advanced, customer-focused features — managed from any browser, used from any device.

For every user

User Portal

  1. Manage messages
  2. Quick view of current profile and phones
  3. Full call history
  4. Manage contacts
  5. Answering rules
  6. Find-Me / Follow-Me
  7. Forwarding
  8. Personal music on hold
Cloud Connect portal home screen showing current active calls, call graph and usage statistics.
For office managers

Management Portal

  1. Full call history
  2. See active calls in progress
  3. Brief statistics
  4. Add, manage and delete users
  5. Add and manage auto attendants
  6. Manage schedules
  7. Manage music and messages on hold
Management portal showing voicemail, active answering rules and recent call history.
Android & Apple iOS

Enhanced mobile softphones

Keep your mobile number private by using your office number on your mobile phone.

  1. Visual voicemail
  2. Manage answering rules and greetings
  3. Dial pad with easy access to recent calls
  4. Multi-chat board for quick communication
  5. Presence and chat indicators
  6. Fully integrated SMS communications
Two smartphones showing voicemail messages and answering rules in the Cloud Connect app.
In any browser

Advanced Web Phone

  1. Visual voicemail
  2. Change answering rules remotely
  3. Full call history
  4. Presence indicators for co-workers
  5. Free Wi-Fi calling anywhere in the world
  6. Fully integrated SMS communications
Web phone interface showing contacts, messages and a dial pad.
FAQ

Frequently asked questions.

Is our insurance agency's call data kept in Canada?

Yes. All live call data is stored and processed on Canadian infrastructure, with geographic redundancy across data centres in Vancouver, Calgary, Ottawa and Montreal.

What happens to our phones during a power outage?

Cloud Connect runs on geographically dispersed infrastructure with automatic failover, and calls can forward to mobile phones when your office is offline, so you don't lose billable time.

Can we report on calls for billing?

Yes. Detailed call history logs time, day, duration and originating number, with scheduled email reports or on-the-fly views.

Is your network ready for Cloud Connect?

Run our free line test in your browser — it checks your connection for call quality in about a minute.

Contact us

Let's talk about your phones.

Tell us a little about your business and one of our team will be in touch, or call us directly.

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