Run your insurance agency from anywhere, increase client loyalty and improve staff productivity with the #1 rated business phone service.
Greet and route callers to the right team members; answer common questions like directions and office hours.
Meet remotely with clients and collaborate with staff. Host meetings from your Google or Microsoft calendar. Share screens simultaneously, record meetings and more.
Differentiate between business and personal calls. Send and receive text messages, record calls, block robocallers, join videoconferences, send and receive digital faxes and more.
Get instant visibility into who’s calling by pulling information from CRM systems including AgencyZoom and Salesforce. Pull contact details from LinkedIn, Facebook or Google if your office does not use a CRM system.
Set up a simple call center; simultaneously ring employees and employee groups (customer support, sales, admin, etc.) to increase customer responsiveness.
Empower agents and employees to share phones whether you have one office, multiple offices or anywhere else employees are working.
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.
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“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
All three Ooma Office plans begin with more than 50 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.
Real time customer support Fast internet calling Easy phone management Contact sales or answer a few questions to find the plan that fits your needs.
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One of our knowledgeable representatives is standing by to provide recommendations and help you get started. Just call 877-621-0515 or click this CHAT button. Or, fill out this form and someone will reach out to you shortly.
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.
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.
