Can someone help me with a quote?
Collect approved contact and request details, then route the caller to the appropriate licensed person or sales team.
For insurance agencies
One cloud phone system for insurance sales, service, and claims intake.
VoxiPlus brings call routing, queues, business SMS, reporting, and Voxi.ai into one cloud phone system. Quote, service, billing, and claims-intake calls can follow different routes while coverage and claims decisions stay with licensed or authorized people.
One number, different needs
A quote request, a billing question, and a claim should not wait in the same queue.
Start with what the caller is trying to do, then send the request to the team responsible for handling it.
Why did my payment change?
Send billing, payment, policy-service, certificate, or document questions to the responsible team.
I need to report what happened.
Capture only the approved basic information and follow the agency’s carrier, human-escalation, or urgent-direction process.
One number for sales and service
The agency knows what the caller needs before the phone starts ringing.
The caller gives the broad reason for calling, the request reaches the right team, and the next action stays visible.
Start with the reason for the call
An IVR or approved Voxi.ai path separates quotes, policy service, billing, claims intake, and other administrative requests.
Send it to the responsible team
Route the caller to a licensed person, service team, ring group, queue, extension, external destination, or after-hours fallback.
Make the next action clear
Use a live transfer, callback, voicemail, appointment workflow, or approved business SMS, then keep the activity available for follow-up.
Sales and service under one number
Sales and service can share one number without sharing one queue.
Give each request a destination, backup route, and visible next step so callers do not need to explain the same issue again.
Shared phone system
Customer activity
CallsRecent
TextsConnected
New business reaches sales
Collect approved contact and request details before routing to the right licensed person or team.
Policyholders reach service
Send policy, billing, certificate, and document requests to the responsible person, queue, or callback route.
The next person sees the context
Review the available call, voicemail, SMS, and contact history before following up.
Where a person takes over
VoxiPlus can route the question. An authorized person gives the answer.
Voxi.ai can handle approved administrative information, basic intake, routing, and follow-up. It should not recommend coverage, interpret policy language, bind or change coverage, decide claims, or promise an outcome.
Incoming call
1 · New customerSales team
2 · Existing customerSupport
Closed hoursVoicemail → email
Coverage and policy interpretation
Route questions about what is covered, excluded, required, or recommended to a licensed or authorized person.
Binding or changing coverage
Do not confirm that coverage is active, changed, renewed, or bound unless the agency’s authorized human process has done so.
Claims decisions and outcomes
Collect approved basic intake details and route the caller without deciding liability, coverage, settlement, or claim outcome.
The follow-up stays with the agency
Callbacks stay visible across sales and service.
Keep activity available to the responsible team instead of relying on personal notes, separate inboxes, or memory.
Call activity
Incoming calls24
Forwarded9
Messages4
Put the practical next step in writing
Send approved callback details, appointment confirmations, office information, or document instructions by business SMS where appropriate.
See the available conversation history
Review calls, voicemail, messages, and contact activity before following up.
Review call and messaging activity
Use reporting to see call volume, missed calls, routing outcomes, and requests that may still need attention.
Start with the controls that keep sales and service moving.
Give quote, policy, billing, and claims-intake callers distinct routes while keeping one phone-system view.
Questions, answered
Frequently asked questions
Practical answers about setup, call handling, and how this feature fits into VoxiPlus.
Can Voxi.ai answer questions about a policy?
It can answer administrative FAQs approved by the agency and route the caller. Coverage recommendations, policy interpretation, binding, and regulated advice require a licensed or authorized person.
Can callers report a claim?
The flow can collect approved basic information and route the request according to the agency’s carrier and escalation instructions. Voxi.ai should not decide coverage, liability, settlement, or the likely outcome.
Can it help with quote calls?
It can collect approved contact and request details and route the caller to the right licensed person or sales team. It should not recommend, quote, or bind coverage unless an authorized workflow explicitly permits that action.
Can the agency follow up by SMS?
Yes. Where messaging is configured, eligible, and appropriate, the agency can send approved callback details, appointment confirmations, reminders, and document instructions.
What happens when someone calls after hours?
The agency can configure Voxi.ai for approved administrative intake, route designated calls to an on-call or external destination, provide carrier or urgent-contact directions, or use voicemail and a planned callback route.
Insurance agencies
Give sales, service, and claims-intake calls a clearer way forward.
Map each reason for calling to the right team, fallback, and follow-up while keeping licensed decisions with authorized people.
Incoming call
1 · New customerSales team
2 · Existing customerSupport
Closed hoursVoicemail → email