A Smarter Phone System for Insurance Agencies
Better conversations. Stronger relationships. More policies.
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Trusted by law firms across the country
U.S.-based support
99.999% reliability
Secure & compliant
No long-term contracts
Save up to 60% vs. legacy systems
“ConnectUC helps us stay connected with clients and our team—anytime, from anywhere. It’s a game changer”
– Michael T., Harborline Risk Partners
Built for the Way Insurance Agencies Work
Never Miss a Call
Intelligent call routing and auto attendant ensure every client reaches the right person.
Work from Anywhere
Stay connected with your team and clients on any device, anywhere.
Integrate & Streamline
Sync with leading CRM tools and simplify your workflow and follow-ups.
Insights that Drive Growth
Advanced analytics help you understand performance and improve client experience.
Communicate with Confidence. Close more business.
- Professional presence that builds trust
- Streamlined communication for your team
- Happy clients. More referrals. More renewals
- Scalable solution that grows with your agency
- or call (877) 555-0147
Simple, Transparent Pricing
Essentials
/user/month
Perfect for small insurance agencies getting started.
- HD Voice Calls
- Auto Attendant
- Voicemail to Email
- Mobile App
Pro
$24.95
/user/month
Advanced features for growing agencies.
Everything in Essentials, plus:
- Call Recording
- Virtual Fax
- CRM Integrations
- Advanced Call Routing
Pro Plus
$29.95
/user/month
Powerful tools for high-performing teams.
Everything in Pro, plus:
- Ring Groups
- Advanced Analytics
- Multi-Level Auto Attendant
- API Access
Enterprise
Custom
/user/month
Tailored solutions for larger agencies.
Everything in Pro Plus, plus:
- Dedicated Account Manager
- Priority Support
- Custom Integrations
- SLA Guarantee
Powerful Features. Built for Insurance Companies.
Explore features by category to find the perfect solution for your firm.
COMMUNICATION FEATURES
HD Voice Calls
Auto Attendant
Voicemail to Email
Call Recording
Advanced Call Routing
Ring Groups
ESSENTIALS
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PRO
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PRO PLUS
✓
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✓
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ENTERPRISE
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VIEW ALL FEATURES IN THIS CATEGORY
COMMUNICATION FEATURES
Unlimited Calling in U.S, and Canada
Low International Rates
FREE Number Transfer
Main Company Number
One Direct-Dial Number Per User
Easy Installation
User Management Portal
Multi-site Admin and Management
Bulk User Import
24×7 Customer Support
Call Park
Call Park for Desktop App
Music On Hold
Transfer Music
Extension Dialing
Extension Monitoring
Call Forwarding
Virtual Extensions
Voicemail
Call Transfer
Company Directory
Forward Calls During
Device Outages
Virtual Fax
Distinctive Ringtones
3-Way Calling
Call Blocking
Intercom
Overhead Paging
Paging Groups
IP Phone Paging
Flexible Numbering
3-Digit Extensions
Enhanced Call Blocking
Voicemail Transcription
Call Recording
Dynamic Caller ID
Hot Desking
Find Me, Follow Me
Shared Voicemail Boxes
Call Screening
Text Messaging
Bulk SMS Packages
Scheduled Messages
3-Digit Extensions
One-to-Many Messaging
Ring Groups
Caller Info Match
Operator Panel
Custom Wallboard
Call Queuing
Skill Based Routing
Customer Satisfaction
Survey
ESSENTIALS
PRO
PRO PLUS
ENTERPRISE
PRODUCTIVITY FEATURES
Call Logs
Summary Call Reports
Detailed Call Reports
Scheduled Reports
Cradle to Grave Call
Detailed Records
Call Leaderboards
Fax Analytics
ESSENTIALS
PRO
PRO PLUS
ENTERPRISE
PRODUCTIVITY FEATURES
AI Transcriptions (min 10 registrations)
Call Logs
Summary Call Reports
Detailed Call Reports
Scheduled Reports
Cradle to Grave Call
Detailed Records
Call Leaderboards
Fax Analytics
ESSENTIALS
PRO
PRO PLUS
ENTERPRISE
PRODUCTIVITY FEATURES
Salesforce
Microsoft Dynamics
Zoho
Freshdesk
NexHealth
AgencyZoom
HubSpot
Square
Jobber
QuickBooks Online
ESSENTIALS
PRO
PRO PLUS
ENTERPRISE
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