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 1 Phone Systems in 2026
  
Section 1

Phone Systems in 2026

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
“VoIP phone systems are more than just tools for making phone calls. They are an essential part of an agency's tech stack and can deliver value beyond the traditional phone call. Some systems today can help streamline your agency workflows, create seamless client touchpoints, and integrate with many AMS systems, enhancing how you document accounts. VoIPs are a good example of a tool agencies are likely already paying for that may not be being used to its full value.”
Angela Ford
Angela Ford

Chief Strategy Officer

      
Section 2

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 3

What solutions are available?

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

blueButler
blueButler

blueButler
by blueC

Phone Systems

Bridge
Bridge

Bridge
by Bridge Insure

Phone Systems

Croo
Croo

Croo
by Croo

Phone Systems

Lightspeed Voice
Lightspeed Voice

Lightspeed Voice
by Lightspeed

Phone Systems

Managed IT Services
Managed IT Services

Managed IT Services
by TPx

Cybersecurity Phone Systems IT/MSP

OneLink
OneLink

OneLink
by Intruity Corporation

CRM Phone Systems

PHONE PLUS
PHONE PLUS

PHONE PLUS
by Premier Companies

Phone Systems

Ricochet360
Ricochet360

Ricochet360
by Ricochet360

CRM Phone Systems Lead Generation Marketing Automation & Email Sales Management

RingCentral
RingCentral

RingCentral
by RingCentral

Phone Systems

Tri-State Computer Solutions
Tri-State Computer Solutions

Tri-State Computer Solutions
by Tri-State Computer Solutions

Cybersecurity IT/MSP Phone Systems

        
Section 4

State of Tech Report

75%

of Catalyit agencies are using a VoIP phone system. Are you one of them?

For the fourth year, Catalyit is partnering with Big “I” state associations to survey independent insurance agencies nationwide about their current tech stack. Agencies are sharing the solutions they use, their ratings, and where they see the most opportunities.

Take the Agency Tech Assessment and tell us what powers your agency’s operations. See the results now in Catalyit's State of Tech Report, presented by Momentum AMP.

     
Section 5

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

November 10, 2025 2 min read
     
Section 6

Have questions?

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

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Angela Ford

Angela Ford

Casey Nelson

Casey Nelson

Guide Last Updated: June 2026

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