Quotes, renewals, claims, certificates, declaration pages, after-hours emergencies — independent agencies juggle a lot of call types. We surface the policyholder's record before pickup, route claims to the right adjuster, and keep your call recording compliant in every state you write business.
Every independent agency has the same set of phone headaches. We've fixed them all.
When the caller's number matches an AMS record, the policy summary pops on the agent's screen before pickup — carrier, policy number, renewal date, last claim. The first 10 seconds of every call sound informed.
Greeting menu separates new business, service, billing, and claims. Claims route to the right adjuster (auto vs. property vs. life) with a 24/7 fallback to the on-call rotation. No more "let me transfer you" three times.
Per-number and per-route recording rules. Two-party consent states (CA, FL, IL, MA, PA, WA) auto-play the disclosure before recording starts. Consent audio is stored with the recording for dispute resolution.
Producer-license-aware routing: after-hours quote calls drop to a callback queue with the next-business-day greeting, rather than routing to an unlicensed CSR who could trigger a state DOI complaint.
Per-agent DIDs that work on their desk phone, cell app, and computer. Voicemails route to email with audio + transcript so prospects don't go cold over a weekend.
One platform: PBX, call recording, screen-pop, queues, dashboards. Most agencies we onboard replace Spectrum + a contact-center add-on and cut total comms spend 50%+.
Calls log automatically to the client record. Click any phone number in your AMS to dial. Incoming calls pop up the policyholder's coverage summary before you pick up — so renewal conversations, claims intake, and cross-sells start informed.
"The AMS360 screen-pop is a game changer. My CSRs open the call with 'I see your auto renewal is in 12 days' instead of 'what's your policy number.' Cuts every call by two minutes and clients love it."
"We write business in 7 states with different recording laws. voip.army handles the consent disclosure automatically per number. One less compliance thing to worry about."
"We dropped Five9 and Spectrum, consolidated to voip.army. Saved $980/month, got better integration with Applied Epic than either of them offered. Setup took a day."
30-day free trial. We'll port your number, set up your AMS integration, configure claims routing, and dial in your state-by-state recording compliance — all on a free onboarding call.