ACA business calling
A business number, app calling, incoming cell forwarding and call records in Essentials. For agencies, our team can also configure one shared number that routes callers to covering agents by ZIP code.
Essentials: $29.99/month after trial. Card required; one trial per NPN. Agency shared-number setup is scoped separately.
One phone product: Essentials
Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.
Make outbound calls with your browser microphone and answer incoming calls in the app. Incoming cell forwarding is included with Essentials: turn on cell backup to ring your saved cell number too.
Your individual business line
01
With cell backup on, incoming calls ring in the app first and your saved cell joins after a few seconds. If the app is closed or unavailable, your cell rings directly. Answer the cell call and follow the keypad prompt to connect.
02
If neither the app nor your cell answers, the caller can leave Agent Vault voicemail. With cell backup off, unanswered or closed-app calls go to voicemail. New calls also go to voicemail while your business line is busy.
03
Listen to voicemail in Agent Vault and receive a new-message email. Unsaved personal-line voicemail is kept for 30 days. Use Save to Vault to keep a message with your long-term records.
ACA calls and client records
Make outbound calls from the browser and keep notes with the client. Pick up the next conversation with the earlier call history in view.
Link permitted recordings and supporting files to the correct client. Keep the conversation beside your ACA consent and application-review records.
Keep notes about missing documents, plan questions and follow-up alongside the call. Review unmatched calls before filing their recordings.
Supported calls record according to the call policy: automatic recording, a recording announcement, or an affirmative keypad-consent step. When required consent is not given, the call is not recorded. Follow the approved scripts and procedures that apply to your work.
A recording does not automatically create a signed consent form or transcript. Use your approved ACA consent and application-review process and retain the supporting evidence.
For ACA agencies
Give clients one number to reach your agency. Our team configures ZIP-based routing, covering agents and backup destinations for the way your team serves its territory.
01
A caller reaches your agency and enters a ZIP code.
02
The configured routing rules select a covering agent on a verified cell number.
03
Configured overflow agents can receive unanswered calls, with voicemail when the routing path is exhausted.
Agency destinations use verified cell numbers. Our team can configure routing schedules and call reports as part of the agency setup. Shared-number routing, pricing and rollout are scoped separately from the individual Essentials offer.
Individual Essentials offer
Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.
Need one shared number for your agency? Talk with our team about agency routing.
Essentials
$29.99
per month after your 30-day free trial
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
Start your 30-day free trialQuestions before you start
Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.
With cell backup on, incoming calls ring in the app first and your saved cell joins after a few seconds. If the app is closed or unavailable, your cell rings directly. Answer the cell call and follow the keypad prompt to connect.
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
If neither the app nor your cell answers, the caller can leave Agent Vault voicemail. With cell backup off, unanswered or closed-app calls go to voicemail. New calls also go to voicemail while your business line is busy.
Listen to voicemail in Agent Vault and receive a new-message email. Unsaved personal-line voicemail is kept for 30 days. Use Save to Vault to keep a message with your long-term records.
No. This is the same Essentials phone product used by individual insurance agents. App calling and incoming cell forwarding are included at the same price and through the same signup. Agency shared-number routing is configured separately with our team.
For agencies, our team can configure a shared number that asks for a ZIP code and routes calls to covering agents and backups on verified cell numbers. Agency routing, schedules and call reports are scoped separately with our team.
Supported calls record according to the call policy: automatic recording, a recording announcement, or an affirmative keypad-consent step. When required consent is not given, the call is not recorded. Follow the approved scripts and procedures that apply to your work.
No. Essentials does not turn a conversation into a signed consent form or generate a transcript. Use your approved consent and application-review process, then link or upload the supporting evidence to the correct client record.
Ask support to review your existing number and the requirements before planning a transfer. Number portability and timing must be confirmed; there is no self-service porting checkout.
The phone service does not currently provide a two-way business SMS inbox. Voicemail is available in Agent Vault with new-message email alerts.