As clients conduct more online research into competitive insurance products, delivering a great client experience can be the difference between attracting and keeping clients. Insurance agents and brokers need powerful business phone system capabilities that enable them to be always available to serve clients whether they are in the office, in the field or at home.
Business phone service for insurance agencies.
Run your insurance agency from anywhere, increase client loyalty and improve staff productivity with the #1 rated business phone service.
Call 866-747-6887 to learn more.
Enjoy crystal clear calling, texting, videoconferencing, and more than 100 additional easy-to-use phone capabilities. Getting started is easy.
Why leading insurance practices rely on Ooma:
- Save up to 70% on monthly phone bills.
- No contracts and a 30-day money back guarantee.
- 100+ advanced business phone capabilities.
- Integrates with the AgencyZoom sales suite.
- Keep your office phone number or choose a new one.
- Easy to install, use and manage.
- Unlimited calling in the U.S., Canada and Puerto Rico.
- 24 x 7 customer support.
Join thousands of agents who are putting Ooma Office to work for their business.
24×7 Virtual Receptionist
Greet and route callers to the right team members; answer common questions like directions and office hours.
Audio and Videoconferencing
Meet remotely with clients and collaborate with staff. Host meetings from your Google or Microsoft calendar. Share screens simultaneously, record meetings and more.
Mobile App
Differentiate between business and personal calls. Send and receive text messages, record calls, block robocallers, join videoconferences, send and receive digital faxes and more.
CRM Integration
Pre-built CRM integration with popular CRM systems like Salesforce, Microsoft Dynamics 365 and AgencyZoom enables agents to receive Caller-ID screen pops for matched customer records while automated call logs help ensure accurate customer and lead interaction history.
Ring Groups
Set up a simple call center; simultaneously ring employees and employee groups (customer support, sales, admin, etc.) to increase customer responsiveness.
Hot Desking
Empower agents and employees to share phones whether you have one office, multiple offices or anywhere else employees are working.
Call Recording
Record calls automatically or on-demand to verify billing accuracy and confirm important conversation details.
Ready to get started? Call 866-747-6887 to learn more.
SIGN UPOoma Office Review by Farmers Insurance
“Ooma Office integrates fantastically with Caller Info Match. So, whether it’s a prospect lead or client calling in, my APEX will pop up, whether I have it open or not, and I’ll know exactly who it is, what type of lead they are, if they’re a client, and I’m ready for the phone call before I even pick up the call.”
– Joseph Opoka, Farmers Insurance Agent
Pricing
All three Ooma Office plans begin with essential business phone features that empower you to connect seamlessly with customers and co-workers. If your business requires advanced communication features, get more with Ooma Office Pro and Ooma Office Pro Plus. Applicable taxes and fees are not included.
Fast internet calling
Easy phone management
You selected the EssentialsProPro Plus Plan.
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do you need?
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Remember, you can also make calls
with the desktop and mobile apps.
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Subtotals
Hardware: | $0.00 |
One-time activation fee: | $49.95 |
Due today (plus taxes) : | $49.95 |
Your monthly fee, for users: | $ |
Need help choosing a plan?
Contact sales or answer a few questions to find the plan that fits your needs.
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Ooma Office Essentials | Ooma Office Pro | Ooma Office Pro Plus | |
---|---|---|---|
Subscription Plans | |||
Price per User /Per Month (No Contract Necessary) | $19.95 | $24.95 | $29.95 |
Key Calling Features | |||
Unlimited Calling in U.S., Canada, Mexico, and Puerto Rico | ● | ● | ● |
Low International Rates | ● | ● | ● |
911 Service | ● | ● | ● |
FREE Number Transfer | ● | ● | ● |
One FREE Toll-Free Number | 500 minutes of inbound calls per month | 500 minutes of inbound calls per month | 500 minutes of inbound calls per month |
Main Company Number | ● | ● | ● |
One Direct-Dial Number Per User | ● | ● | ● |
Easy Installation | ● | ● | ● |
Administration and Support | |||
User Management Portal | ● | ● | ● |
Multi-site Admin and Management | ● | ● | ● |
Bulk User Import | ● | ● | ● |
24×7 Customer Support | ● | ● | ● |
Call Management Features | |||
Virtual Receptionist | ● | ● | ● |
Virtual Receptionist with Unique Greetings, Menus and Actions | ● | ||
Analog Fax Machine Support | ● | ● | ● |
Call Park | ● | ● | ● |
Call Park for Desktop App | ● | ● | |
Music On Hold | ● | ● | ● |
Transfer Music | ● | ● | ● |
Extension Dialing | ● | ● | ● |
Extension Monitoring | ● | ● | ● |
Call Forwarding | ● | ● | ● |
Virtual Extensions | ● | ● | ● |
Voicemail | ● | ● | ● |
Call Transfer | ● | ● | ● |
Flexible Numbering | ● | ● | ● |
Company Directory | ● | ● | ● |
Call Logs | ● | ● | ● |
One Conference Bridge per User | ● | ● | ● |
Forward Calls During Device Outages | ● | ● | ● |
Virtual Fax | ● | ● | ● |
Distinctive Ringtones | ● | ● | ● |
3-Way Calling | ● | ● | ● |
3-Digit Extensions | ● | ● | ● |
7-Digit Dialing | ● | ● | ● |
Call Blocking | ● | ● | ● |
Intercom | ● | ● | ● |
Overhead Paging | ● | ● | ● |
Paging Groups | ● | ● | ● |
IP Phone Paging | ● | ● | ● |
Enhanced Call Blocking | ● | ● | |
Voicemail Transcription | ● | ● | |
Call Recording | ● | ● | |
Dynamic Caller ID | ● | ● | |
Hot Desking | ● | ||
Find Me, Follow Me | ● | ||
Shared Voicemail Boxes | ● | ||
Call Screening | ● | ||
Mobility Features | |||
Desktop App for Windows | Yes (without calling) | ● | ● |
Desktop App for Mac | Yes (without calling) | ● | ● |
Desktop App for Google Chrome | Yes (without calling) | ● | ● |
Mobile App for iOS | ● | ● | ● |
Mobile App for Android | ● | ● | ● |
Simultaneous Ring | ● | ● | ● |
Voicemail-to-Email Audio Files | ● | ● | ● |
Extension Dialing to App | ● | ● | ● |
Call Transfer from App | ● | ● | ● |
Call Flip | ● | ● | ● |
Virtual Fax | ● | ● | ● |
Team Collaboration | |||
Conference Calling | Up to 10 participants | Up to 25 participants | Up to 100 participants |
Videoconferencing | Up to 25 participants | Up to 100 participants | |
Microsoft Office 365 Calendar Integration | ● | ● | |
Google Calendar Integration | ● | ● | |
Simultaneous Screen Sharing | ● | ● | |
Videoconferencing Recording | ● | ||
Online Whiteboarding | ● | ||
Team Chat | ● | ||
Team Presence | ● | ||
Text Messaging | |||
Text Messaging | 250 messages per month | 1,000 messages per month | |
Bulk SMS Packages | Call us at 866-343-7929 for Quote | Call us at 866-343-7929 for Quote | |
Scheduled Messages | ● | ● | |
Messaging Templates | ● | ● | |
One-to-Many Messaging | ● | ||
Customer Engagement | |||
Ring Groups | ● | ● | ● |
Caller Info Match | ● | ● | |
Call Queuing | ● | ||
Contact Us Website Widget | ● | ● | |
Online Bookings | ● | ||
Shift-to-Text | ● | ||
Auto Dialer | ● | ||
Integrations | |||
Salesforce | ● | ||
Microsoft Dynamics | ● | ||
Zoho | ● | ||
Freshdesk | ● | ||
NexHealth | ● | ● | |
Clio | ● | ||
AgencyZoom | ● | ||
HubSpot | ● | ||
Square | ● | ||
Jobber | ● | ||
QuickBooks Online | ● | ||
Analytics | |||
Call Analytics | ● | ● | |
Call Leaderboards | ● | ● | |
Message Analytics | ● | ● | |
Fax Analytics | ● | ● |
Business internet made simple.
- Tiered plans help right-size your internet plan to meet actual business needs.
- Rock-solid reliability keeps businesses connected and productive.
- Installation is as easy as connecting devices and activating service.
- Enjoy straightforward monthly pricing plans with no hidden fees or long-term contracts.
- Take the internet with you. Simply unplug the Ooma Connect 3000 gateway device and take it with you. Then, plug it into any power source to get instant wireless internet service just about anywhere.
FAQ’s
Most of our insurance clients have been in a contract prior to switching to Ooma. We have tools to help insurance agencies navigate this process. Please call 877-572-8418 to speak with an Ooma phone expert.
We know insurance agencies are busy, so we make it super easy to get started. Ooma Office works right out of the box, and no one at your office needs any technical knowledge to set it up. Ooma Office is typically up and running in less than 15 minutes. Phones arrive pre-configured, just plug in and start making calls.