Business Phone Systems for Insurance Agencies and Brokerages
Business Phones for Insurance Agencies Built for Busy Claim and Renewal Days
Policyholders call when something goes wrong, and they remember who picked up. TX3 keeps your lines answered, routed to the right producer or service rep, and working even when the office isn't.
Built for independent agencies, life insurance, auto and home, commercial lines, employee benefits and Medicare agents
Quiet Mondays, Then Everyone Calls at Once
Insurance calls come in waves. A storm, a fender bender or a renewal notice sends dozens of people to the phone in the same hour, and the person on the other end is often worried or upset. Meanwhile the agency needs the call to reach the right person, whether that is a producer, a service rep or someone who handles claims questions, and a small team can't always cover every line. If the office loses power or internet in the very storm that drives the calls, a traditional phone system goes quiet at the worst moment.
Everyday Situations We Solve
The Storm That Fills the Phone Lines
Hail hits the neighborhood and policyholders call all at once. Call queues and the AI receptionist answer the overflow and transfer callers to the right person, instead of leaving them with a busy signal.
When the Office Goes Dark
A power outage takes down the office. Because TX3 is cloud-based, the phone system keeps answering, and the mobile app and cell backup keep calls flowing to your team wherever they are.
A Quote Request at 9 PM
A new prospect calls after hours wanting a quote. The AI receptionist answers, schedules a call-back with access to your calendar, and the producer starts the morning with a booked appointment.
Renewals That Need a New Time
A client can't make their policy review. The AI receptionist reschedules it on the calendar, so the day stays organized and your service reps stay on the phones with other clients.
Producers and Reps Working Everywhere
Remote and offshore agent seats let you add service reps without more desks or handsets, with branded outbound caller ID so clients recognize your agency's number and name when you call back.
Coaching the Team From Real Calls
A new rep is learning to handle a tough call. Call recording and sales and support coaching let a manager review real conversations, and sentiment analysis shows which calls sounded upset so someone can follow up.
How TX3 Handles the Busy Days and the Quiet Ones
TX3 Communications is a veteran-owned provider of hosted PBX for insurance agencies and brokerages. With no per-handset fees and a cloud-based system, your agency can keep answering when the weather or the power doesn't cooperate.
AI Receptionist
Answers calls 24/7, schedules and reschedules appointments with access to your calendar, and transfers calls to the right producer or service rep. Voice, personality and behavior are customized for your agency upon request, and other customization is available upon request.
Smart Routing and Call Queues
Send new business, existing clients and claims questions to the right team, with overflow handled when the lines get busy.
Cloud-Based With Mobile Backup
Keeps answering during a local outage, and the mobile app and cell backup keep calls flowing to your team.
Branded Outbound Caller ID
Clients see your agency's number and name when you call back.
Remote and Offshore Agent Seats
Add service reps anywhere on the same system, numbers and reporting.
Call Recording and Coaching
Help your agency keep a record of conversations and train new staff on real calls.
Sentiment Analysis
Spot the calls that sounded upset or frustrated so a manager or producer can follow up personally.
Call Tracking
A number for each ad, mailer and web page, so you know which marketing produces quote requests.
Frequently Asked Questions
Will our phones keep working if the office loses power or internet?
TX3 is cloud-based, so it keeps answering during a local outage, and the mobile app and cell backup keep calls flowing to your team wherever they are.
Can the phone system schedule appointments for our producers?
Yes. The AI receptionist answers calls 24/7, schedules appointments with access to your calendar, and reschedules them when a client needs a different time. It can also transfer a call to the right person. Its voice, personality and behavior are customized for your agency upon request.
Can we route clients to the right team?
Yes. Smart routing and call queues can send new business, existing policyholders and claims questions to different people or groups, with overflow handled when the lines are busy.
Can we add service reps who work from home or overseas?
Yes. Remote and offshore agent seats join the same system, numbers and reporting. Hosted PBX has no per-handset fees, so there is no hardware to buy.
Can we see which marketing brings in calls?
Yes. Call tracking gives each ad, mailer or web page its own number, so you can see which sources produce real quote requests, not just rings.
Ready for a phone system that answers when your clients need you most?
Talk to an Insurance Communications Expert, or call Sales at (888) 438-9375 and we'll build the system around your agency.