New quotes
Route prospective clients to available agents or a dedicated sales queue.
Insurance communications
Insurance Agency Phone Systems Built for Responsive Service
FATPBX helps insurance agencies manage quotes, claims, billing, and client calls with professional routing, recording options, and mobile access.
Keep client calls organized from quote to claim
FATPBX delivers a managed cloud phone system tailored to agency workflows, helping teams route calls and support agents professionally.
How FATPBX supports your team
Claims support
Direct urgent claim calls to the right department or on-call contact.
Existing policy service
Make it easier for clients to reach their assigned agent or service team.
How Calls Flow
See How Insurance Agencies Calls Are Handled
Professional call recording built in, department routing for every team, agents reachable on mobile without giving out personal numbers.
Insurance Agencies Call Flow
1
Caller dials agency
Orbit AI Agent greets with agency name; call recording disclosure plays automatically.
2
Menu options
Press 1 for New Quotes, 2 for Existing Policies, 3 for Claims, 4 for Billing, 0 for Operator.
3
Agent routing
Calls route to assigned agent by extension or to available agent in queue.
4
Call recording
Call recording features can support compliance requirements, with recordings accessible through the portal.
5
After hours
Voicemail with transcription emailed to agent; urgent claims can forward to on-call mobile.
Want the full call flow guide for your industry?
Give every client call a clear path
See how FATPBX can support your insurance agency communications.
Request an Insurance Demo