Catalyit Guide

Phone Systems

VoIP phone systems enhance insurance agency communication with call routing, voicemail-to-email, and remote work capabilities, improving efficiency, flexibility, and cost savings.
Section I: Phone Systems in 2025
  
Section I

Phone Systems in 2025

What is a VoIP phone system?

Voice over Internet Protocol (VoIP) phone systems allows users to make phone calls over the internet instead of a traditional phone line, providing insurance agencies with a modern, cost-effective communication solution that enhances client interactions and operational efficiency. These systems offer features like call routing, voicemail-to-email, and automated attendants, all delivered over the internet for greater flexibility and mobility. VoIP solutions enable remote work capabilities, scalability, and seamless integration with agency management systems, ensuring professional and efficient client service. With advanced reporting and analytics, agencies can monitor and optimize their communication strategies while benefiting from reduced costs and increased reliability.

This guide can help...

  • Client Communication
  • Starting an Agency
  • Workflows, Processes & Automations
“The latest telephone communications systems create a more integrated experience for your phone. A mobile app allows anyone to take and make calls wherever they are. Remote capabilities allow all staff to be a simple extension away regardless of where they are. Since the pandemic, many agencies have learned the benefits of having these capabilities.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for phone solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

VoIP or Internet

Is the system based on Voice over Internet Protocol (VoIP), or does it use the Internet for communication?

Remote Connections

Does it allow for remote connections?

AMS Integration

Does it integrate with your agency management system?

Recording & Storage

Does it allow for phone call recording and storage?

Mobile App

Does it have a mobile app?

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

blueButler
blueButler

blueButler
by blueC

blueButler enables staff to work from anywhere while providing unmatched ma...

Phone Systems

Bridge
Bridge

Bridge
by The Redcliffe Group, LLC

Insurance agency marketing and communications just got a whole lot easier. ...

Marketing Automation & Email Phone Systems Chatbots Electronic Signature Sales Management

Croo
Croo

Croo
by Croo

Empower your team and unlock the full potential of their communication. Cro...

Phone Systems

EcoLink, EcoLink Cloud, EcoLink360, RingCentral
EcoLink, EcoLink Cloud, EcoLink360, RingCentral

EcoLink, EcoLink Cloud, EcoLink360, RingCentral
by Inteveo | EcoLink-RingCentral

EcoLink is an integrated omnichannel cloud platform that seamlessly connect...

Phone Systems

Lightspeed Connect and Lightspeed Quantum
Lightspeed Connect and Lightspeed Quantum

Lightspeed Connect and Lightspeed Quantum
by Lightspeed Voice

Lightspeed Voice® connects your business, gives you dynamic contact plans, ...

Phone Systems

Managed IT Services
Managed IT Services

Managed IT Services
by TPx

TPx manages all technical elements for a safe, efficient IT network and fea...

Cybersecurity Phone Systems IT/MSP

OneLink
OneLink

OneLink
by Intruity Corporation

Easily monitor and have in depth reporting of clients, leads, teams, and co...

CRM Phone Systems

PHONE PLUS
PHONE PLUS

PHONE PLUS
by Premier Companies

Premier Companies lets you operate your business with secure and stable tel...

Phone Systems

Tri-State Computer Solutions
Tri-State Computer Solutions

Tri-State Computer Solutions
by Tri-State Computer Solutions

Started in 2003, Tri-State Computer Solutions is a complete technology solu...

Cybersecurity IT/MSP Phone Systems

    
Section IV

How does each solution compare against one another?

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

Brand/Product name
Insurance Agency Focus
Integrations
Available Features
Contract Required
Contract Terms
Specific Phones Required
Hosted or On-Premise
Mobile VoIP Solution
Install Provided
Fraudulent Call Liability
True Unlimited US & Canada Calling
Last Updated
     
Section V

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

74%

Agencies using a phone system (e.g., VoIP)

Catalyit Goes Deeper

Phone systems offer numerous features, including dedicated business lines, call routing, voicemail, and call recording, which enhance agents' customer service and call management. Integration with CRMs, quoting platforms, and sales management systems streamline workflows and consolidate client information and call history. RingCentral is a leading provider in the market. Independent agents can improve their professional image and communication by utilizing modern phone systems.

Most Used
% Use
Avg. Rating
RingCentral
15%
3.8
Local Provider
10%
4.1
Lightspeed
7%
4.1
Bridge
7%
3.8
GoToConnect
5%
3.7
Zoom VoIP Phone
4%
4.1
Vonage
4%
3.8
3CX
4%
3.7
Spectrum
3%
3.1
Microsoft Teams Phone
3%
3.0
Other
38%
3.8
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Six Underutilized Features in Agency Management Systems
Automation

Six Underutilized Features in Agency Management Systems

March 28, 2023 3 min read
New Telemarketing Regulations: What You Need To Do by March 31st
TechTips

New Telemarketing Regulations: What You Need To Do by March 31st

March 13, 2023 2 min read
    
Section VII

Have questions?

The Catalyit Team is here to help! Get in touch with us.

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  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025

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