INDUSTRY

Insurance agency & broker phone system

Connect inbound and outbound calling to lead handling, policy enquiries and agent workflows.

Configure my business phone system Asterisk case study

Workflows we can scope

Lead routing by product, campaign, language or branch
Click-to-call from insurance CRM or ERP
Caller lookup and agent screen pop via custom integration
Sales and servicing queues with wrap-up
CDR linked to customer or lead records
Optional AI-assisted qualification and follow-up (scoped)
Reporting for queues and agreed call outcomes

Example: An inbound lead enters the right sales queue; with CRM integration the agent sees the matching record and logs the outcome.

Sales consent, recording policy and data access remain your business rules and regulatory obligations.

Telephony foundation

These workflows sit on UnifiedPBX — self-hosted Asterisk 22 with a web admin and database-backed control plane (extensions, trunks, IVR, queues, CDR, optional WebRTC). Core PBX capabilities are distinct from industry modules and third-party integrations.