# Phone System for Insurance Agencies | VanceTel Source: https://vancetel.com/industries/insurance Nationwide VoIP for independent agents and brokers. Route auto, home, and claims calls to the right producer. Softphone, SMS, AMS webhooks. ## TL;DR VanceTel is a phone system for insurance agencies across the U.S. that routes auto, home, commercial, and life calls to the right licensed producer. Softphones on iPhone, iPad, Mac, and Vision Pro mean after-hours quote calls and claims reach a real agent, not voicemail. Recordings, SMS follow-up, and webhooks into your AMS keep every lead documented. ## FAQ ### Will VanceTel work with Applied Epic, AMS360, HawkSoft, or EZLynx? Yes. VanceTel connects to Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, and AgencyZoom through our open REST API and webhooks. Call events, recordings, and transcripts post into the client record so your CSRs are not double-entering data. If your AMS exposes an API, our onboarding team will help wire it up at no extra cost. ### Do you sign a BAA for health insurance agencies? Yes. VanceTel signs Business Associate Agreements for health insurance agencies that handle Protected Health Information during quote intake, claim service, or renewal calls. You get encrypted call handling in transit and at rest, role-based access, and audit logs on every call, text, and voicemail. HIPAA compliance is a shared responsibility: VanceTel provides the BAA and the encrypted infrastructure; your agency is responsible for your own end-to-end compliance practices, policies, and procedures. Talk to us to start the BAA. ### Does VanceTel handle TCPA and two-party consent call recording? VanceTel gives you the tools your agency needs to document consent and maintain recordings, including configurable consent prompts and retention controls. TCPA compliance and Do Not Call list handling remain your agency’s responsibility. We help you build the workflow; we do not certify it. ### Can my producers take after-hours claim calls from their phones? Yes. The VanceTel softphone runs on iPhone, iPad, Mac, and Vision Pro. After-hours routing with deep links rings the on-call producer’s device directly, and they pick up using the business number, not a personal cell. Claims do not die in voicemail at 6 PM. ### Will VanceTel work for a multi-state or multi-location brokerage? Yes. VanceTel is built for nationwide use across all 50 states. You can run one phone system across multiple offices, route calls by line of business, ZIP code, or producer, and use local presence dialing for outbound prospecting in any market you write in. ### What happens during open enrollment or a CAT event when call volume spikes? Ring groups and call queues distribute high volume across your producers without temp staff. Missed-call text-back catches overflow and pulls leads back into the funnel via SMS. You can flip on a CAT-event greeting, spin up a dedicated claims queue, and reroute on-call coverage in minutes. ### Can I send SMS from my business number for quote follow-up? Yes. Producers can text from the same business number they call from, for quote follow-up, missed-call text-back, appointment confirmations, and renewal reminders. SMS recovers 20 to 40 percent of leads that would otherwise go cold after a missed call. ### What if I switch providers? Do I keep my business numbers? Yes. You own your numbers. We port them in at no cost during onboarding, and if you ever leave, we port them out. No auto-renewal lock-in, no number hostage situations. Your book of business stays yours. ## Get started - Call: (888) 753-5463 - Text: (714) 621-5353 - Email: support@vancetel.com - Build your bill: https://vancetel.com/pricing VanceTel is a business phone system (cloud VoIP with desk phones, a mobile app, and a desktop app) for teams of any size, built and supported from Tustin, CA.