As an insurance brokerage, communication is vital to managing claims, dealing with queries, and keeping clients informed. Indeed, effective phone systems can be the make-or-break of any thriving insurance brokerage. We understand this at Podium and that’s why we’ve rounded up the 10 best phone systems to power your brokerage and keep you connected with your clientele.
1. Podium Phones
Podium Phones is designed with local businesses like yours in mind. It’s loaded with features that’ll enable you to capture leads, have meaningful conversations with your clients, and generate more revenue. Every phone call to your business is logged in your Podium Inbox alongside text messages and other interactions. When a client calls, a pop-up of information about them appears, including past interactions and reviews they’ve left for your business.
We recommend Podium Phones for its unmatched ability to support all your customer interactions in one place, providing a unified communication platform. Powerful automation providing an automatic text reply to missed calls and AI call summary features ensures you never miss a detail from any call. These unique features make Podium Phones an essential tool for your insurance brokerage business.
2. Filevine
The Filevine system offers first-rate phone and SMS services, critical to the fast-paced world of insurance brokering. With easy scheduling and call logging, Filevine helps ensure nothing slips through the cracks.
Filevine gets our endorsement for its robust functionality and integration capabilities, helping your business maintain its rhythm smoothly and efficiently.
3. CDK Global Phones
CDK Global connects thousands of people with technology solutions every day. They provide top-notch phone services designed to support your entire insurance brokerage business.
We give a nod to CDK Global for its technological prowess and comprehensive support that works synergistically with all aspects of your business.
4. Open Dental
Though a dental software, the Open Dental phone bridge presents an attractive option. Using Caller ID, incoming calls display patient information directly on your system for easy reference.
Open Dental is among our top picks for its innovative and practical use of existing technology to support your phone services.
5. Zendesk
Zendesk offers an integrated call center solution, providing a seamless experience across your phone and other digital channels.
Consider using Zendesk from the Podium marketplace for an enhanced service experience across multiple platforms.
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6. DealerSocket
Known for its auto dealer software, DealerSocket features a handy phone integration. It logs calls, texts, and emails to improve your dutiful client record-keeping.
DealerSocket makes our list for its comprehensive record-keeping capabilities, ensuring every interaction is tracked and assessable.
7. Pipedrive
Pipedrive includes a built-in phone system, allowing you to make and receive calls without ever leaving their software.
Pipedrive comes highly recommended for its built-in phone system that facilitates communication. All calls are automatically linked to the caller’s deal or contact profile so records are always updated.
8. DrChrono
DrChrono offers an integrated phone EMR system ideal for busy insurance brokerages catering to a vast client base.
You can access DrChrono from our Podium marketplace, and we recommend DrChrono for its fast, user-friendly system.
9. ServiceTitan
ServiceTitan includes cloud-based phone and SMS options that can coordinate your insurance brokerage team, ensuring maximum efficiency.
We recommend using ServiceTitan for its ability to improve overall team coordination and performance.
10. CCC
CCC provides a phone system designed for the high-pace demands of the insurance industry. CCC gets our thumbs up for its industry-specific design that easily adapts to the needs of an insurance brokerage.
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In the age of digital insurance services, don’t let outdated phone systems impede your growth. Effective communication tools are readily available and critical to maintaining healthy customer relationships. With trade-specific software such as Podium, you can not only integrate these excellent phone systems but also manage all your customer interactions in one place, modernizing your insurance brokerage for better communication and customer satisfaction.
