12 Best Insurance Call Center Software

Insurance call centers are always extremely busy places, with a lot of information to be communicated and processed from one phone call to the next. That is where insurance call center software comes in because you want to manage your client effectively without wasting a single minute.

With Insurance call center software, you can make personalizing your customer experience effortless no matter the kind of insurance you offer. You can easily reach your customers through any channel such as video, voice and digital channels with the best insurance call center software.

If you are an insurance manager looking for the best and most effective ways to manage your customers using quality management techniques, intelligent routing, customer scenario builder, unified agent desktop and true omnichannel powered by AI, this post is for you.

Table of Contents

What Are Insurance Call Center Software

Every business has a call center. Doctors have call centers, lawyers have call centers, and even your local pizza delivery service has a call center!

The call center is where customers can call in to ask questions or make an appointment. They can also leave a message that will be relayed to the appropriate person in your business.

Insurance call center software are a very important part of the insurance industry. They are the first point of contact for customers, and also serve as a customer service and claims center.

Insurance call center software is a type of customer relationship management software used to manage customer and employee interactions. Insurance call centers are usually divided into three different parts:

The first one is the business office which handles all the administrative work, such as processing payments and filing claims. The second one is the customer service department which handles all incoming calls from customers. The third one is the claims department which deals with any problems that arise with insurance policies.

It helps call center agents to provide better service to their customers by giving them the right information, at the right time. It also helps in gathering feedback from customers and finding out what they need.

The software’s primary function is to allow for the automated routing of incoming calls and the generation of outgoing messages.

The Best Insurance Call Center Software

Insurance companies are still looking for ways to improve their services. In order to do so, they have been utilizing technology. Insurance companies have been using insurance call center software in order to provide better service to their customers.

The software helps to streamline the insurance call center experience and make it faster, easier, and more efficient. This is why a lot of insurance companies are starting to use insurance call center software. So, what is the best insurance call center software to use? Here are some of the best:

The Best Insurance Call Center Software

1. Talkdesk

Talkdesk is an all-in-one customer service solution. It provides businesses with a cost-effective solution that can be used to offer customer support, integrate with other SaaS applications, and more. With this software, you can reduce customer support costs, improve efficiency and increase your insurance company’s bottom line

Talkdesk uses automatic call distribution, IVR (Interactive Voice Response) and skills-based routing. Based on customizable data, callers are routed to the most qualified agent to meet their needs.

With Talkdesk, the image, name, contact information, contact history and purchase history will be displayed in the browser of the agent in real-time to help you personalize the conversation. The good thing about the software is that when a new contact calls, a new profile is created automatically.

When you missed a call, Talkdesk will email you the call data, voice recording, and transcription. The manager and call center agent can make data-driven decisions using call recording, monitoring, and historical and real-time reporting.

Talkdesk Integrations

Another good thing about Talkdesk is that it integrates easily with a lot of programs including Zendesk, Salesforce, InfusionSoft, Slack, Zoom, Microsoft Teams, Now, Dynamics 365, Shopify, Desk.com, etc.

Talkdesk Deployment Options

Talkdesk is easy to use as you can use it on different devices. It can be used on the go too. You can use it via:

  1. Windows (desktop)
  2. Windows (on-premise)
  3. Mac (desktop)
  4. Cloud, web-based, SaaS
  5. Linux (desktop)
  6. Linux (on-premise)
  7. iPad (mobile)
  8. Android (mobile)
  9. iPhone (mobile)

With Talkdesk, you do not need to worry about anything. Talkdesk offers training in form of videos, documentation, live online training, webinars and in-person training. Customer support is also great as you can chat and talk to a live rep online or by phone or by email, knowledge base or forum.

Talkdesk Pricing

Talkdesk is priced starting from $75 per user per month (Cx Cloud Essentials), $95 per user per month (CX Cloud Elevate), $125 per user per month (Cx Cloud Elite) and you can choose to Experience Cloud by asking for a quote.

Talkdesk Pros And Cons



Reliable The report can be difficult to sort
Easy to use as long as you have an established internet
Call monitoring and real time report
User friendly
Workforce engagement
Omnichannel engagement
Customer experience analytics
Employee collaboration


The Best Insurance Call Center Software

2. Nextiva

Nextiva Call Center software is the perfect solution for businesses that need to provide live customer service. It is an affordable, intelligent and scalable cloud contact center. The solution lets enterprises create their own call centers in the cloud and manage every aspect of their business from a single dashboard.

Nextiva lets you simplify your tour business, making customer management effortless. The good thing about this software is that smaller organizations can use its enterprise functionalities at a competitive rate.

With this software, you can easily handle inbound and outbound calls. Some of its features are call queues, advanced call routing, announcement messages and hold music. If your company is in need of more features, you can also enjoy management alerts, scheduled reports and dashboards.

Call center agents will receive all incoming calls and can report the disposition of each call. Supervisors can also view the status of calls on the queue in real live transfer calls or even barge into the current call for instant coaching.

With Nextiva, you can enjoy DNIS (Dialed Number Identification Service). It means that your business can use multiple phone numbers and you can easily track calls from each number and even route calls to agents you want to answer the call.

Nextiva Integration

The good thing about Nextiva is that it integrates perfectly with a lot of programs including HubSpot, Zendesk, Salesforce, Zoho, NetSuite, Microsoft Outlook, Microsoft Dynamics, Oracle Sales Cloud, Workbooks, ServiceNow, Bullhorn, SugarCRM, etc.

Nextiva Deployment Options

You can deploy Nextiva in various ways including your mobile phone when you are on the go. Here are the channels you can use Nextiva through:

  1. Windows (desktop)
  2. Mac (desktop)
  3. Cloud, SaaS, Web-based
  4. Android (mobile)
  5. iPhone (mobile)
  6. iPad (mobile)

Nextiva offers in-person training, webinars, live online, video and documentation. The company also offers support in form of chat, live rep, phone support, email and forum.

Nextiva Pricing

The Essential package costs $25.95 per user per month, the Professional costs $30.95 per user per month and the Enterprise package costs $40.95 per user per month.

Nextiva Pros And Cons



Alert/ escalation The set up can be complicated for some
Call logging Onboarding can be challenging
Blended call center
Automatic call distribution
Call recording
Call scripting
Computer telephony integration
Campaign management
Manual dialer
Inbound call center
Outbound call center
IVR/ Voice Recognition
Progressive dialer
Predictive dialer


The Best Insurance Call Center Software

3. Five9

Five9 is an all-in-one cloud contact center solution that helps service providers and enterprises of all sizes build, operate and grow successful customer engagement contact centers.

Five9 combines a full suite of best-in-class contact center features, like a virtual receptionist, real-time video broadcasting, automated routing, AI-generated voice messages and more.

Five9 is powered by AI, allowing you to provide your customers with the best experiences across email, mobile, chat, phone, social and more. The software uses intelligent routing and NLP to get customers or clients to the right agent, while also driving customer’s intent data to provide agents with guidance before picking up the phone.

The good thing about this software is that you can use the Five9 IVR speech recognition for common customer inquiries to free up agents for high-value recognitions.

With the software automatically syncing all interactions with CRM, you can analyze, monitor and report the contact center performance with dashboards and real-time metrics.

You can set up the contact center in a few hours and you can scale down or up based on your business need.

Five9 Integrations

Five9 integrates nicely with a lot of programs. Some of the programs Five9 integrates perfectly with Salesforce, Oracle, Microsoft, ServiceNow, Zendesk, etc.

Five9 Deployment Options

Deploying Five9 is easy as you can deploy it via different devices. The deployment options for Five9 include:

  1. Windows (on-premise)
  2. Mac (desktop)
  3. Linux (on-premise)
  4. Cloud, SaaS, Web-based
  5. iPad (mobile)

Unfortunately, the deployment options for Five9 is somewhat limited as you cannot use it on Android and iPhone. You can reach the customer care of Five9 through email, phone, chat, live rep and knowledge base.

Five9 offers different training options such as live online, in person, webinars and documentation.

Five9 Pricing

Five9 offers excellent pricing. For the Core package, you will pay $149 per month, the Premium package costs $169 per month, the Optimum package costs $199 per month and the Ultimate package costs $229 per month.

Five9 Pros And Cons



Digital engagement such as video, social, SMS and digital outreach Poor internet can make the software difficult to boot up
Workforce optimization Not available on Android and iPhone
Agent and supervisor consoles Poor support for people outside the US.
CRM connectors
Extra storage
Call center
Multiple platform support
Easy to use plus great functionalities
Automated routing
Call center management
Recording and live chat
Call tracking and call recording
Lead management
Automatic call distribution
Performance metrics


The Best Insurance Call Center Software

4. CallShaper

CallShaper insurance call center software is a cloud-based call center management solution perfect for small to midsize businesses. CallShaper provides a stable, scalable and efficient environment for contact centers to operate in.

Lead management, agent monitoring, real-time reporting and great support are just some of the many features that CallShaper has to offer.

With this software, you can manage your leads and lists, and set up automated follow-ups. With this automation, you can close more deals with less effort. It also helps improve response rates by limiting the number of calls made per day per lead.

CallShaper also let you use an agent monitoring tool to see what agents are working on, where they are located and what they are doing.

CallShaper makes it easy for businesses to take care of phone traffic and conversions by creating click-to-call forms on their website and accepting real-time leads. This software provides you with real-time reporting that lets you measure campaign, agents and lead performance.

You can also use reports to check each customer’s historical data or apply a filter to analyze your campaigns. The software also provides you with predictive dialing, call monitoring, custom scripting and answering machine detection.

Its color-coded interface lets supervisors identify potential problems and monitor agent activities. You can also use internal chatting to message agents directly or send announcements.

CallShaper Integration

Not only is CallShaper great, but it also integrates excellently with some of the apps you use. It integrates with apps such as Zapier, Slack, Google Sheets, Quickbooks, Google Docs, Facebook Lead Ads, etc.

CallShaper Deployment Options

CallShaper offers a few deployment options. Unfortunately, it cannot be deployed on your mobile devices, so you have to stick to the following:

  1. Windows (desktop)
  2. SaaS, Cloud, Web-based
  3. Mac (Desktop)

CallShaper offers training in the form of live online, videos and documentation. Also, you can reach CallShaper via chats, phone support, email/help desk, knowledge base and forum.

CallShaper Pricing

CallShaper pricing is based on per concurrent user per month plus telco cost. The pricing starts from $500 with no hidden cost.

CallShapper Pros And Cons



Call center No trial or free version
Dynamic scripting Expensive
Integration with third-party apps No mobile app for on the go uses
Lead management
Real-time reporting
Quality assurance scorecard
Multiple dialing options
Built in compliance rules
Call recording
Call routing and caller ID
Easy to use
Great functionality and value for money


The Best Insurance Call Center Software

5. Zoho Desk

Zoho Desk offers a comprehensive help desk solution for small and large businesses alike. It is sold as an online service and does not require installation or setup costs.

The software can be accessed from anywhere with a browser on your computer, phone or tablet, making it very convenient for people who are always on the go.

Zoho Desk is an online customer management software. This software includes tools for managing customer service inquiries and tasks, as well as powerful collaboration tools and apps.

It allows teams to collaborate on customer service efforts and provides analytics to help you make smarter decisions. This software allows you to automate a lot of things and make life better for you and your clients.

Automating tasks and workflow rules can save customer service agents hours of their day. By setting up workflow rules for ticket assignment, notification rules, service escalations and time-based actions, customer service teams can assign incoming calls to agents based on the type of problem, customer’s location or other factors.

Another way to automate tasks is by setting up notification rules that send alerts when an issue has been updated or escalated. Setting up time-based actions can help customer service agents to predict when customers are most likely to be online.

Workflow rules set up can help save time, reduce errors, and optimize performance. The solution provides customizable and scheduled reports, has analytics on tasks that were completed by a certain agent in a certain timeframe and tracks the number of messages sent from one agent to another.

With Zoho Desk, you can make custom changes like renaming tabs, defining business hours, customizing email templates, adding new departments and help folders. This software can also be nicely integrated with in-house systems.

Zoho Desk Integrations

Zoho Desk integrates well with other apps such as Twilio, RingCentral, Amazon Connect, My Operator, VOIP Studio, JustCall, Exoter, Ringover, G-Suite, Jira, Slack, Screen Magic, Zapier, Microsoft Teams, Trello, Salesforce, Mailchimp, Intercom, HubSpot, Pipedrive, Clearbit, Asana, etc.

Zoho Desk Deployment Options

You can easily access and use Zoho Desk anywhere you are. You can deploy Zoho Desk via the following means:

  1. Windows (Desktop)
  2. Mac (Desktop)
  3. Cloud, SaaS, web-based
  4. Android (mobile)
  5. iPhone (mobile)
  6. iPad (mobile)

Zoho Desk offers training in the form of webinars, live online, videos and documentation. The company has efficient customer support including 24/ live rep, email/help desk, chat, knowledge base and forum. So, you are not going to be left in the cold.

Zoho Desk Pricing

You can use Zoho Desk free for up to 3 users forever. The standard package comes at the cost of $14 per user per month. Professional costs $23 per user per month. Enterprise costs $40 per agent per month. The software also offers a 15-day trial for all the packages and a discount on yearly payments.

Zoho Desk Pros And Cons



Call center Can be a bit confusing at first
Task management
Support ticket management
Mobile access
Real-time consumer-facing chat
Access controls/permission
Email management
Collaboration tools
Integration with other apps
File sharing and support ticket tracking
Free version and free trial


The Best Insurance Call Center Software

6. ULTATEL Cloud Business Phone System

ULTATEL is a cloud platform that brings together all of the tools you need to get your work done, anywhere you are.

ULTATEL’s phone, video, text, messaging and business app services enable people to collaborate and communicate with their teams in real-time. All of these capabilities are available through a single app.

ULTATEL offers a virtual call center that allows for call routing, call recording, call monitoring, video conferencing and call logging. The software is one of the best and easiest to use software when it comes to insurance call center software.

The software is perfect for all business sizes from small to enterprise. This software has a global presence as you can use it from any part of the world. Your agent can live in a different country from you and with this software, your team can collaborate like never before.

ULTATEL Integrations

The good thing about ULTATEL is that it integrates excellently with most of the apps you already use. It integrates with apps such as Microsoft Teams, Zendesk, Pipedrive, Zoho, Microsoft Dynamics, Salesforce, etc.

ULTATEL Deployment Options

ULTATEL offers a lot of deployment options including:

  1. cloud, SaaS, web-based
  2. Android (mobile)
  3. Windows (desktop)
  4. Mac (desktop)
  5. iPhone (mobile)
  6. iPad(mobile)

ULTATEL training options include live online, videos, webinars, in person and documentation. This company also offers support to customers in the form of phone support, 24/7 live rep, email/help desk and forum/FAQs


ULTATEL offers inexpensive packages that start at $23. The Professional package costs $22.95 per user per month. The Premium package costs $26.95 per user per month and the Ultimate package costs $36.95 per month per user. All the packages offer a free-toll number.

ULTATEL Pros And Cons



Call center The naming of objects not flexible enough
Mobile access
Call routing
IVR/ voice recognition
Call recording, monitoring and logging
Video conferencing
Employee directory
Inexpensive and great value for the money
Integrates with other apps


freshdesk call center software

7. Freshdesk

Freshdesk is a cloud-based customer service software. In addition to providing seamless service across every customer touchpoint, it also manages all of your conversations in one place and provides analytics so you can make informed decisions.

The software offers features such as real-time messaging, live chat, phone calls, instant messaging, help desk and social media monitoring. It also comes with a built-in knowledge base that can be edited by the business to ensure that content is accurate and up to date.

With Freshdesk, companies can save time and money by providing the best experience for their customers.

They can offer both one-to-one and self-service solutions with their AI chatbots. Their chatbots can handle most of the basic queries that customers have and help them find the right answers quickly.

With Freshdesk, you can connect to the channel your customers love and move seamlessly to any other platforms your customers love. This software helps your customers to find answers quickly by chatting or answering their calls.

Freshdesk Integrations

Freshdesk integrates with other apps easily. Some of the apps that Freshdesk integrates with include WhatsApp, Slack, Shopify, Microsoft Teams, HubSpot, Stripe, Zoho, WordPress, Omilia, Squarespace, Pipedrive, Salesforce, Mailchimp, etc.

Freshdesk Deployment Options

Freshdesk provides you with both desktop based and mobile based ways of deploying the software.

  1. Cloud, SaaS, web-based
  2. Android (mobile)
  3. iPhone (mobile)
  4. iPad (mobile)

Freshdesk offers training in the form of videos, webinars, live online and documentation. The customer supports the company offers is also amazing. You can contact Freshdesk via 24/7 live rep, phone, chat, email/help desk, knowledge base and FAQs/forums.

Freshdesk Pricing

Freshdesk is free for up to 10 agents. The Growth Package costs $15 per agent per month billed annually but costs $18 per agent per month. The Pro package costs $49 per agent per month billed annually but costs $59 per agent per month. The Enterprise package costs $70 per agent per month billed annually but costs $95 per agent per month.

Freshdesk Pros And Cons



Call center Reporting around ticket management can be better
Ticket management Shortcuts can be tricky
Interaction tracking
Support ticket management
Email management
Automated routing
Macros/template responses
Self service portal
Knowledge base management
Mobile access
Collaboration tools
Reporting/project tracking
Available on the go


microsoft dynamics 365 call center software

8. Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM ecosystem that has the features, power and flexibility needed by small, medium or enterprise organizations.

It offers Sales, Customer Service and Field Service capabilities with strong integration to Microsoft Office 365 apps such as Word, Excel, Teams and Outlook.

Microsoft Dynamics 365 is a complete end-to-end business management solution that empowers businesses to unleash their full potential. It is an ecosystem of intelligent business applications that work together to seamlessly share information and empower organizations on the go.

The software offers lead management, IoT, customer service, opportunity management, mixed reality, field service and project service automation that lets you engage your customers effortlessly.

With an intuitive easy to use interface, SaaS deployment and on-premises deployment, you can use this software on mobile on the go and on desktop. Wherever you are in the world, you can work as long as you have an internet connection.

Microsoft Dynamics 356 Integration

Microsoft Dynamics 365 integrates excellently with Microsoft apps and other third-party applications such as ERP systems, web portals and BI applications.

Microsoft Dynamics 365 Deployment Options

You can deploy this software on desktops and mobiles. Here are the Microsoft Dynamics 365 deployment options:

  1. Cloud, SaaS, web-based
  2. Windows (desktop)
  3. Windows (on-premise)
  4. Mac (desktop)
  5. Android (mobile)
  6. iPhone (mobile)
  7. Linux (desktop)
  8. Linux (on-premise)

Dynamics 365 offers training in form of documentation only. However, you have access to 24/7 live rep, chat, phone support, email/help desk, knowledge base and FAQs/forum

Microsoft Dynamics 365 Pricing

Microsoft Dynamics 365 pricing starts at $50 per month.

Microsoft Dynamics 365 Pros And Cons



Call center Can take time to adapt to it at first
Reporting/analytics Less training opportunity
Lead management
Financial management
Billing and invoicing
Document management
Sales pipeline management
Collaboration tools
Contact management
Interaction tracking
Bank reconciliation
Account receivable and general ledger
Easy to use

ringcentral call center software

9. RingCentral Engage Voice

RingCentral is a cloud-based communications company that provides an all-in-one, unified communications and collaboration experience. RingCentral’s suite of products allows users to communicate with customers and collaborate with colleagues in ways not possible before.

RingCentral’s predictive dialer has a feature that allows a caller to hang up, and the system will automatically call the number back. This means that any missed or unanswered calls are not “missed” at all.

RingCentral’s auto dialer can be integrated with your CRM system to ensure that your agents have the right information for every call. The software also has a variety of features that can be customized to fit your contact center needs.

RingCentral’s CRM software is designed to give agents a seamless, efficient experience. Agents can easily stay in the loop with all the latest company news and announcements, as well as view their schedules and manage their teams.

With RingCentral, agents are more connected than ever and can reach leads successfully without any stress.

RingCentral Integrations

RingCentral integration is not limited. You can integrate the software with different kinds of apps such as Salesforce, HubSpot, Slack, Citrix Phone Plugin, Canvas, Microsoft Teams, Microsoft Dynamics, Zoho CRM, Microsoft 365, Zendesk, Skype, etc.

RingCentral Deployment Options

RingCentral can be deployed in a few ways. Unfortunately, you cannot deploy it via mobile. Here are the RingCentral deployment options:

  1. Cloud, SaaS, web-based
  2. Mac (desktop)
  3. Windows (desktop)

RingCentral Pricing

RingCentral is available in different packages. The Essential package for messaging and phone costs $29.99 per person per month. The Standard for messaging, videos and phones costs $37.99 per person per month.

The premium package for messaging, phone, video and open API costs $44.99 per person per month. The Ultimate package for messaging, phone, open API and video costs $59.99 per user per month.

RingCentral Pros And Cons



Call center No Android and iPhone app
Call recording
Automatic call distribution
Lead management
Predictive dialer
Campaign specific caller ID
Call transfer
Call monitoring
Call transfer
Campaign management
Auto dialer
Customer database
Call disposition
Call center management
Integration with many important apps


10. Zendesk Suite

Zendesk is the solution for all kinds of organizations that want to offer the best customer service. With its mobile app, customers can access their accounts and submit support requests from anywhere.

The company’s robust system is designed to provide customizable help desk management solutions that include a customer service portal, online communities and a knowledge base.

Their front-end portal provides a customizable interface to suit the needs of any industry, and live chat features can be used to respond to customers quickly. Zendesk also offers integration with applications like Google Analytics and Salesforce so that your data can be logged in one place.

Zendesk provides a suite of products designed to help companies build better customer relationships. Zendesk’s online customer portal is simple to use, and it helps support agents to keep track of tickets raised and their status.

This customer service software offers comprehensive support for businesses and organizations to help manage customer service.

For customers, Zendesk provides the ability to search through existing tickets related to their questions and if still not satisfied, customers can raise their own tickets in the portal. The great thing about this software is that it allows for branding of the site with your company logo.

Zendesk lets you create a knowledge base to address your customer’s most common questions. This eliminates the need for repetitive and monotonous conversations with callers, which can be frustrating and exhausting.

Zendesk Integrations

Zendesk integrates excellently well with a lot of apps including, Trello, Slack, Tables, GIPHY, etc.

Zendesk Deployment Options

Here are some of the Zendesk deployment options:

  1. Cloud, SaaS, web-based
  2. Android (mobile)
  3. iPhone (mobile)
  4. iPad (mobile)

Zendesk provides training in the form of live online, videos, webinars, in person and documentation. The company also provides you with 24/7 live rep, chat, phone support, knowledge base, email/help desk and FAQs/forum.

Zendesk Pricing

The company offers some mouthwatering packages that suit everyone whether small business or enterprise.

  • Suite Team – $49 per agent per month, billed annually. Comes with a free trial
  • Suite Growth – $79 per agent per month, billed annually. Comes with a free trial
  • Suite Professional – $99 per agent per month, billed annually. Comes with a free trial
  • Suite Enterprise – $150 per agent per month, billed annually. Comes with a free trial
  • Custom suite

Zendesk Pros And Cons



Call center No windows and Mac deployment options
Multiple-channel communication Expensive
Ticket management
Support ticket management
Real-time consumer-facing chat
Live chat
Interaction tracking
Transcripts/chat history
Email management
Mobile access
Automated routing
Knowledge base management
Help desk management
Easy to use
A lot of integration opportunity


webex call center software

11. Webex

Webex brings together Calling, Messaging and Meeting modes of collaboration into an engaging, flawless, inclusive and intelligent experience.

Webex is a powerful collaboration software that brings together all your communications in one place. You can do everything from video chat, send messages, share screens and texts, have group conversations and so much more. All in one place!

With Webex, you can collaborate with colleagues, partners and team members from anywhere in the world.

Webex is a conference call service that offers a variety of features to ensure that your meeting is productive and successful.

Webex is a service that was originally developed by Cisco Systems. It is widely used in the corporate world to provide online collaboration and web conferencing services.

It allows people to connect in the same meeting, share content and screens with ease, and do more all from their desktop or device. With Webex, employees can work remotely more efficiently and stay connected with colleagues when they are not in the office.

Webex Integration

Webex integrates greatly with a lot of apps including, Salesforce, Slack, Meta, Microsoft Team, Google Chrome, Slido, Calendly, ADP, Notion, Mural, Workboard, HubSpot, Box, Invasion, etc.

Webex Deployment Options

Webex is software you can deploy on desktop and mobile. You can deploy Webex through these following options:

  1. Cloud, SaaS, web-based
  2. Mac (desktop)
  3. Windows (desktop)
  4. Linux (desktop)
  5. Chromebook (desktop)
  6. Android (mobile)
  7. iPhone (mobile)
  8. iPad (mobile)

With Webex you can receive training in the form of videos, webinars, live online, in person and documentation. The company provides customer support in the form of chat, 24/7 live rep, phone support, knowledge base, email/help desk and FAQs.

Webex Pricing

Webex pricing starts from $13.50 per agent per month. However, you need to fill a form with Webex to get the right quote for your company.

Webex Pros And Cons



Call center Only custom pricing
Collaborate with people outside your organization easily
Real time screen sharing
Video conferencing
Two way audio and video
Desktop/browser sharing
HD audio/video
Real-time chat
Presentation streaming
Communication management
Live chat
Host controls
Video layout/views
Integration with other apps
Easy to use


12. Bright Pattern

Bright Pattern’s call center software eliminates manual tasks, so agents can spend more time on customer interaction.

Businesses need a contact center solution to manage customer interactions across all channels. Bright Pattern is an AI-driven platform that offers unified service management, real-time reporting, proactive engagement and more with a fully customizable interface for agents.

The software provides multichannel service including outbound and inbound voice, social media, chat, email, etc.

Agents are able to handle larger volumes of calls, provide more personal service and increase the average handle time per call with the help of the software powerful softphone technology.

Bright Pattern offers a proven solution that is designed to improve your customer service and agent efficiency.

When a customer service representative is on the phone with a customer and there is an issue like server failure, the Bright Pattern Contact Center automatically reroutes the call to an alternative server. This strategy enables customers to always be connected in case of an issue.

Bright Pattern Integration

Bright Pattern integrates with Oracle, Microsoft Dynamics, Salesforce, Microsoft Teams, Zendesk, Servicenow, HubSpot, Ivanti, Zoho, etc.

Bright Pattern Deployment Options

Bright Pattern Insurance call center software offers some easy deployment options including:

  1. Cloud, SaaS, web-based
  2. Mac (desktop)
  3. Windows (desktop)
  4. Android (mobile)
  5. iPhone (mobile)
  6. iPad (mobile)
  7. Linux (on-premise)
  8. Windows (on-premise)

Bright Pattern provides training in the form of webinars, documentation, live online and in person. The company also offers support via 24/7 live rep, phone support, email/help desk, FAQs/forum and chat.

Bright Pattern Pricing

Bright Pattern offers three packages including Voice Select, Pro Package and Premium Package. The pricing starts from $70 per month.

Bright Pattern Pros And Cons



Call center No video training
Call center management
Call disposition
Social media integration
Automatic call distribution
Call recording
Call monitoring
Queue management
Multi-channel communication
Support ticket management
Integrates with other apps


What Are The Features To Look For In A Good Insurance Call Center Software?

The insurance call center software should be able to handle the call volume, so that agents are not overburdened with calls. It should also have a good customer service and a high level of agent satisfaction.

A good insurance call center software will have a number of features that make it easy for agents to do their job. Some of the features you should look out for in a good insurance call center software are:

Omnichannel Support

A good insurance call center software should provide you with different ways to connect to your customers You should also be able to integrate communication tools such as live chat, social media and email without hassle.


Insurance call center software should integrate with other important apps you have been using effortlessly. This will help you bring your customer service into one place and concentrate on satisfying your customers in one place.

Call Center Type

The features offered by the software should suit your customer service need. For instance, do you need inbound call center or outbound call center? Not all software offers the two solutions. So, you need to check for exactly what your business needs.


While call center software pricing is not always transparent, you should have a clear understanding of the pricing and how you will be billed before you choose an insurance call center software. This will help you avoid wasting money on features you do not need.

Insurance Call Center Software Frequently Asked Questions (FAQs)

What Tools Do Call Centers Need?

A good insurance call center software needs tools and features such as:

  • CRM software
  • Dashboard and call analytics
  • Call queue
  • Call recording
  • Automatic call distribution
  • Interactive voice response
  • Desktop softphone and mobile app
  • Help desk software
  • Live chat
  • Excellent integration capability

What Is Contact Center Operation Software?

Contact center operation software is the software that is used by contact centers to manage their operations. There are many different types of contact center operation software. Some of them are intended for particular industries, while others are more general.

The most popular types of contact center operation software include customer service management systems, tracking of call metrics, performing workforce management, call recording and monitoring systems, and call routing systems.

How Is Salesforce Use In Insurance Companies?

Salesforce can be used by insurance companies to automate and streamline payment processes. The software can help improve payment security while also automating payments, making the payment process faster and more efficient.

What Tools Do Insurance Companies Use?

Insurance companies use a lot of tools but the most important tools they use are office organization software, cross-channel communication tools, CRM software and a website.

What Is A Core System In Insurance?

Core systems are used to manage the company’s data, policies and claims. They are also used to calculate premiums and identify risks. Core systems are usually designed by the company itself or by third-party vendors.

The core system is also used to execute processing such as endorsements, issuance, renewals, ratings and quotes. In summary, the core system in insurance is the system of policy records written by an insurance company.

What Is Outbound Call Center Software?

Outbound call center software is a type of call center software that enables companies to set up an outbound call center. This type of software is typically used by businesses that want to make phone calls to consumers or other businesses in order to sell their products or services.

The first step in setting up an outbound call center with this type of software is deciding which features are necessary for the business. For example, if the company wants to be able to track sales and track customer data, then the features that are needed would be those related to managing customer data and tracking sales.

There are many different types of features available with this type of software, including:

  • Call routing
  • Call queuing
  • Call recording
  • Auto attendant
  • Voice broadcasting
  • Lead scoring

What Is IVR In Call Center?

IVR stands for Interactive Voice Response. It is a system that allows a caller to interact with a computer using their voice. It allows a customer to self-serve for quicker resolution.

IVR systems are often used in call centers because they can save time and money. They have the ability to answer questions without human intervention, which means that companies can reduce the number of agents they need on hand.

How Do Insurance Companies Gather Data?

Insurance companies collect data in different ways. They collect data from customer interactions, telematics, chats, calls, agent interactions, social media and even smart homes to understand and easily manage relationships, underwriting and claims.

Call Center Software For Small Business

There are a lot of call center software options available on the market. However, not all of them are suitable for small businesses. Here is a list of features that you should look for in order to find the right software for your company:

– Ease of installation

– User-friendly interface

– Omnichannel capability

– Robust analytics and KPIs

– Seamless flexibility and scalability

– Easy customization

– Self-service and agent helpers

– Easy phone routing setup

– Accurate call transcriptions

– The ability to take calls anywhere

– Ability to integrate with other systems

– Pricing plans

Here is the best call center software for small businesses:

  1. Freshdesk
  2. Nextiva
  3. Zendesk Talk
  4. Zoho Desk
  5. CloudTalk
  6. Five9
  7. Aircall
  8. RingCentral
  9. Bitrix24
  10. 8×8

The Bottom Line On The Best Insurance Call Center Software

A good insurance call center software should be able to handle all customer interactions through multiple channels and provide an efficient customer service experience.

It should be able to integrate with other systems and offer seamless integration with CRM systems, contact centers, and other modules that you use in the day-to-day operations of your business. When you are choosing the best insurance call center software, make sure to choose the one that specifically cater to the need of your business.

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