The Challenge

Disconnected & Disjointed Phone Tools Cost Time, Money, & Credibility

Whether you're using a third-party system or your personal phone, disconnected communication tools slow your team down and increase risk or unnecessary costs. Juggling multiple logins, switching devices mid-call, or tracking conversations outside your CRM leads to wasted time, compliance gaps, and incomplete records.

Common pain points when using disconnected phone tools include:

  • Using personal cell phones or landlines without built-in call tracking
  • No call recording or compliance documentation for audits or disputes
  • Manually logging call details in your AMS or spreadsheets
  • Jumping between systems where your client/prospect data isn't stored
  • Long download times and costly storage fees for call recordings
  • Paying for additional VoIP subscriptions and system integrations
  • Mismatched insurance compliance standards across tools

The Solution

Insurance-Focused Phone System Built into AMS+

AMS+ eliminates these issues with a built-in phone system that works seamlessly with the rest of your agency management tools:

  • Click-to-call dialer allows agents to reach clients and prospects instantly, right from their record
  • Call forwarding and ring groups route calls to the right team members or departments, even when they're remote or on the go
  • Interactive voice response (IVR) greets callers with an automated receptionist that ensures they're directed to the right place
  • Call queues and voicemail drops keep your pipeline moving and eliminate repetitive follow-ups
  • Pre-recorded phone messages ensure your team always plays the correct disclosures, scripts, or branded messages
  • Automatic recording and record sync technology ensure every call is logged and stored in the right place — no downloads, uploads, or manual tracking needed
  • Individualized voicemail boxes give agents a personalized voicemail to receive calls from prospects and clients

Not sure what to look for in an insurance phone system/VoIP tool? Check out our blog.

Want to See How it Actually Works?

Imagine this: A client calls, and AMS+ instantly pulls up their record, giving you the context you need, right when you need it. No extra tools. No switching apps. No missed details. Just smarter communication.

Schedule a Demo

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

You've got questions. We've got answers.

FAQs About Phone System in AMS+

  • Insurance-specific VoIP (Voice over Internet Protocol) is a cloud-based phone system built within an AMS that includes features tailored for insurance agencies. These features include:

    • Click-to-call dialer
    • Built-in call recordings
    • Automated phone directory and routing (IVR) 
    • Compliance-friendly playable recordings
    • Customizable call queues

    Standard phone systems often don’t integrate with client/policy databases or capture compliance-specific recordings automatically. Using an insurance-specific phone tool, like the one in AMS+, it all works seamlessly.

  • By using the built-in VoIP feature in AMS+, agents can dial directly from client/lead records, with the system automatically attaching the call log and recording to the correct profile. This:

    • Eliminates duplicate data entry
    • Reduces duplicative manual entry
    • Supports higher conversion and better client servicing
    • Ensures compliance with federal regulations

    Additionally, features like click-to-call, call queues, voicemail drops, and the automated IVR directory help scale outreach and reduce administrative overhead. 

  • Yes. The VoIP tools within AMS+ support pre-recorded compliance messages, automatically records calls, stores recordings in the contact’s profile, and connects them to policy or lead records. This supports audit-readiness, traceability, and regulatory compliance. Since AMS+ is built with insurance workflows in mind, it addresses the unique requirements of health, benefits, and senior market agencies rather than generic office phone systems.

  • Absolutely. The AMS+ VoIP tools catersto both sides:

    • For sales teams, it supports rapid outreach with call queues and click-to-call
    • For service and claims teams, it logs call details, attaches documents, and streamlines compliance 

    Because it lives within the same AMS, both teams share a unified communication record rather than disparate systems.

  • To begin, schedule a demo. During implementation, you’ll:

    • Map your agents, extensions, and phone numbers
    • Enable click-to-call dialing, configure ring groups, and  set upcall queues all within AMS+
    • Define compliance recordings (IVR, greeting messages) and call-recording storage rules

    Once configured, your agency can leverage the VoIP tools in AMS+ within weeks and start measuring call volumes, response times, and connection-to-close rates.

Reach out today to get more of your phone system, compliance, and AMS+ questions answered.

Ben

Trusted by Agents & Admins

What Our Clients Are Saying

"We switched to the phone system in AMS+ and saved $6,000, but those savings will only compound. Our previous VoIP solution would bill us for storage and increase the bill whenever we increased our storage. Over time, that price would've skyrocketed." — Ben M.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.

Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

Voice Over Internet Protocol (VoIP): What Is It and How Can You Implement It in Your Insurance Organization?BlogVoice Over Internet Protocol (VoIP): What Is It and How Can You Implement It in Your Insurance Organization?
Understanding the CMS Final Rule 2023 & How to ComplyBlogUnderstanding the CMS Final Rule 2023 & How to Comply

See How Everything Works Together

You do more than spend all day on the phone. Explore the other ways an insurance CRM can help you stay on task and ahead of your competition. Keep exploring:

Ready to Reduce Your Tech Spend?

Ditch the downloading, uploading, searching, and attaching process for every single phone call. See how AMS+ streamlines the process and saves your team both time and money with built-in insurance-specific phone tools.

Request a Demo

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