VoIP Solutions for Insurance Sales

Call with confidence with an insurance-specific phone system.

Over the last few years, VoIP (Voice over Internet Protocol) has become essential to the success of sales teams. Centralize these efforts with an insurance-specific phone system built directly into your agency management system.

AMS+ provides your team with many of the VoIP features you already love as well as compliance-specific functionality for the health insurance industry. Leverage key features, like:

Click-to-call dialer (for leads, prospects, and clients)
Ring groups
Voicemail drops
Interactive voice response (IVR)
Call queues
Call forwarding
Automated phone recordings — great for pre-recorded compliance messages for CMS!

Click-to-Call Dialer

Utilize the built-in dialer in AMS+ to stay connected with leads, prospects, and clients. When the dialer launches, start your sales pitch and keep notes all using AMS+. Once the call is complete, AMS+ will automatically attach the call recording to the lead or client’s profile for easy access and simplified compliance.

Compliance-Friendly Recorded Messages

Compliance is essential for health insurance agencies, GAs, IMO/FMOs, and call centers. Create custom playable recordings in AMS+ to automatically play compliance-focused messages, like those for CMS. You can also share business-related news, like when your office is closed, enrollment season notices, or when you’re receiving a high volume of calls.

Explore More Insurance Software Options

AMS+, Agency Management System

All-encompassing, industry-specific sales and servicing agency management system
Commissions+

Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+, Insurance Digital Marketing Solutions

Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+, Group Benefits Quoting

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

See Real Client Experiences

See All Testimonials

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

SaraMarie B.
Insurance Advocates

"I value AgencyBloc a lot. The automated drip campaigns especially are my favorite. I've been able to save 50 hours every Open Enrollment period just in client communications."

Patrick O.
Integrity Insurance

"Since we began AgencyBloc over three years ago, we have been able to triple our book of business. The Commission Module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level."

Brian S.
South Dakota Senior Insurance

"I was looking for a new CRM, and I narrowed it down to two: AgencyBloc and one other. I actually tried them both for a month. AgencyBloc won hands down. It's 10 times more user-friendly. I have not been disappointed. It's in one place. It's one area. It's simplistic. And with the new AMS+, I'm gonna be saving over $400 a month just between the phone system and another data program. I cannot say anything negative about it."

Megan S.
Synergy Benefits Consulting

"If you've had any concerns about incorporating AgencyBloc, I would put all of those aside. The product itself is exceptional. And the customer service is by far the best I've experienced with any organization in a very long time."

Amy B.
Pro Insurance Resources

FAQs About Phone System in AMS+

What is insurance-specific VoIP and how does it differ from a standard phone system?
Insurance-specific VoIP (Voice over Internet Protocol) is a cloud-based phone system built within an AMS that includes features tailored for insurance agencies. These features include:
- Click-to-call dialer
- Built-in call recordings
- Automated phone directory and routing (IVR)
- Compliance-friendly playable recordings
- Customizable call queues
Standard phone systems often don’t integrate with client/policy databases or capture compliance-specific recordings automatically. Using an insurance-specific phone tool, like the one in AMS+, it all works seamlessly.
How does the VoIP tool in AMS+ improve sales and service efficiency for insurance agencies?
By using the built-in VoIP feature in AMS+, agents can dial directly from client/lead records, with the system automatically attaching the call log and recording to the correct profile. This:
- Eliminates duplicate data entry
- Reduces duplicative manual entry
- Supports higher conversion and better client servicing
- Ensures compliance with federal regulations
Additionally, features like click-to-call, call queues, voicemail drops, and the automated IVR directory help scale outreach and reduce administrative overhead.
Is the VoIP solution compliant with insurance-industry regulations and how does it support audit-readiness?
Yes. The VoIP tools within AMS+ support pre-recorded compliance messages, automatically records calls, stores recordings in the contact’s profile, and connects them to policy or lead records. This supports audit-readiness, traceability, and regulatory compliance. Since AMS+ is built with insurance workflows in mind, it addresses the unique requirements of health, benefits, and senior market agencies rather than generic office phone systems.
Can our agency use VoIP within AMS+ to support both our sales team and service team?
Absolutely. The AMS+ VoIP tools catersto both sides:
- For sales teams, it supports rapid outreach with call queues and click-to-call
- For service and claims teams, it logs call details, attaches documents, and streamlines compliance
Because it lives within the same AMS, both teams share a unified communication record rather than disparate systems.
How do we get started implementing the VoIP feature in AMS+ and what should we consider?
To begin, schedule a demo. During implementation, you’ll:
- Map your agents, extensions, and phone numbers
- Enable click-to-call dialing, configure ring groups, and set upcall queues all within AMS+
- Define compliance recordings (IVR, greeting messages) and call-recording storage rules
Once configured, your agency can leverage the VoIP tools in AMS+ within weeks and start measuring call volumes, response times, and connection-to-close rates.

Insurance Phone Calling & Recording System