Industry. Insurance
Renewals, claims, and quotes.
Never again "let me find your file."
Vocatech for insurance brokerages. Policyholder context surfaces the moment the phone rings. Every call is recorded, transcribed, and summarized. Text clients from Webex. Porter on the same phone number for twenty years if you want.
What is broken today
What this industry loses to the wrong phone system.
Every call starts with a file hunt
A client calls about a claim and the agent spends the first minute finding them in the AMS. Trust erodes while you search.
Claim calls vanish into memory
Important calls about coverage, limits, and incidents are captured only in the agent’s head. If something goes sideways months later, there is nothing to play back.
After-hours calls go unanswered
Insurance is not a 9-to-5 business. When a client needs a certificate at 7 PM or a carrier calls at 8 AM, rigid phone systems miss it.
Producers carry client cells on personal phones
The client knows their agent’s personal number. When the agent leaves, the relationship goes with them.
Voicemails get missed
Three minutes of a client explaining a complicated claim is nobody’s idea of a good voicemail. Most get skipped.
Call volume is uneven
Renewals, catastrophe weeks, and year-end create bursts the front desk can’t absorb. The big phone systems charge extra for call queues.
What changes with Vocatech
The calls get easier, and the numbers move.
Policyholder record on every call
Custom integration with Applied Epic, AMS360, HawkSoft, or your in-house system. The client’s policies, commercial lines, and last activity show up in Callpop.
Claim calls captured verbatim
Every call recorded with a dual-channel studio-grade file. AI transcription is word-level searchable. Pull it up months later if a question comes up.
AI call summary on every conversation
Two sentences right after the call. "Mrs. Adler reporting a water-damage claim from Wednesday. Asked for a provider referral; agent to send three names by Friday."
Shared SMS with clients
Texting goes through the business number, inside a Webex space the whole team sees. Personal cells stay personal.
Unlimited call center queues included
Sales, service, claims, renewals, each their own queue with rotation and overflow. No tier upgrades. No per-agent surcharges.
Voicemail that reads itself
AI-transcribed, AI-summarized, delivered to email. The three-minute voicemail becomes a ten-second decision.
The products that matter most here
Your team gets every Vocatech product. These are the ones that move the needle.
“
We pulled a claim recording from eight months ago to settle a dispute. The call saved us a four-figure out-of-pocket. That one call paid for the whole platform for years.
Principal, commercial insurance brokerage
Keep reading
Go deeper on the features that matter here.
AI transcription and summaries
AI transcription and summaries on every recorded call.
Callpop desktop
Caller context before the phone rings twice.
Business SMS and WhatsApp
Team inbox inside Webex. Not a personal cell.
Local support in Brooklyn
HQ at 5314 18th Avenue. Same-day response.
Compare to RingCentral
Three-way side-by-side. Honest.
$29.95 flat pricing
Everything included. Month to month.
See it in action.
Let us show you the platform tuned to your industry. A real person walks you through it.