Call Recording With Controlled Access
Nova PBX records calls automatically. Choose which roles can play or download recordings, and export call detail records to CSV.
Insurance
Every client call recorded, summarized and followed up
Call recording, AI summaries, Follow-ups and fax for insurance brokerages and agencies, on SIPSTACK, the platform that brings together Nova PBX, Aura AI and Pulse.
The challenge
Insurance runs on calls and the promises made on them
Quotes, renewals and claims all start with a phone call, and the follow-up decides whether the client stays.
Quote Requests Go Cold
A prospect calls for a quote while every producer is on another line. If nobody calls back the same day, they buy from the next broker on their list.
Promises Get Lost Between Calls
You tell a client you will check their coverage and call back Thursday. By Thursday there have been dozens of other calls, and the callback lives on a sticky note.
No Record of What Was Said
When a client disputes what they were told about their coverage, you need the recording and the notes, not someone’s memory of the call.
The solution
Built for brokerages and agencies
Recorded calls, AI summaries and Follow-ups, with your agency number on every producer’s phone.
Transcripts and Summaries
Aura AI transcribes recorded calls and writes a short summary of each, so a producer can read what was discussed instead of replaying the call. Included on Nova Ultra; paid per call with Aura credits on Core and Pro.
Follow-ups
Nova UltraAfter a recorded call, Aura AI lists the promises made on it, such as “I’ll send the renewal quote Friday”, as action items in Switchboard and Pulse. Call the client back in one tap.
Your Agency Number on Every Phone
Pulse puts your business number on iOS, Android and desktop. Calls placed through Pulse use your business caller ID and follow your recording settings, so producers stay on the agency line away from the office.
Queues for New Business, Service and Claims
Call queues, ring groups and skills-based routing send each caller to the right team, whether that is personal lines, commercial lines or claims.
After-Hours Answering
An Aura AI voice agent answers when the office is closed, takes the caller’s details and the reason for the call, and hands urgent calls to your on-call team.
Payments Stay With Your Processor
SIPSTACK has no card-capture feature for calls and does not hold a PCI DSS certification. Take premium payments through your existing payment processor.
Also included
Fax and shared voicemail, included
Fax
Receive faxes on your business numbers and read them in Switchboard or in the Pulse app. Send faxes from Switchboard, with no fax machine or separate fax service.
Inbound fax on every Nova plan. Outbound fax on Nova Pro and Ultra.
Group mailboxes
Shared voicemail boxes for a team, such as reception, billing or the on-call desk. They do not use a seat, and voicemail transcription is free on every plan.
Nova Core 2, Pro 5, Ultra 15 group mailboxes, plus 1 more for every 10 seats.
How insurance teams use SIPSTACK
Independent Brokerages
Every client call answered, recorded and followed up
Your brokerage places personal and commercial lines with several carriers. Producers are on the phone all day, and clients expect a call back the same day.
Key Benefits:
- Calls recorded automatically, with access limited to the roles you choose
- Follow-ups list the callbacks each producer promised (Nova Ultra)
- Pulse keeps producers on the brokerage number when they are out of the office
- Queues split new-business calls from service calls
Multi-Office Agencies
One platform across every office
Your agency has several offices and a central service team. Calls need to reach the right office, and managers need to see how the phones are doing across all of them.
Key Benefits:
- One phone system and one set of numbers across every office
- Transfer calls between offices like they share a building
- Executive Report shows answer rates, missed callers and calls by number (Nova Pro and Ultra)
- Permission groups control who can hear recordings
Claims and Service Desks
Cover the line after hours and at peak times
Your claims line rings at night and on weekends, and service calls spike after a storm. You need every caller heard without keeping the office open around the clock.
Key Benefits:
- Aura AI answers after hours and hands urgent calls to the on-call team
- A group mailbox collects claims voicemail for the whole team, transcribed for free
- Call summaries let the morning team catch up without replaying calls
Products and plans
What you’ll use
Nova and Flare are the paid products. Aura AI, SARA, Switchboard and Pulse are included with every plan.
Products used
- Nova PBXFrom $19/user/mo
Your cloud phone system: numbers, extensions, call routing, voicemail and recording.
Learn about Nova PBX - Aura AIIncluded
AI voice agents that answer calls, plus transcripts, summaries and sentiment on your calls.
Learn about Aura AI - PulseIncluded
Your business number on iOS, Android and desktop, with calls, texts and voicemail.
Learn about Pulse
Which plan fits your team?
Pick by company size. Every plan includes Aura AI and SARA.
- Startups: Nova Core or Nova Pro
- Small business: Nova Pro
- Mid-market: Nova Pro or Nova Ultra · book a demo for volume pricing
- Enterprise: Nova Ultra or Enterprise · book a demo for volume pricing
14-day trial on Nova Pro and Flare Pro. Card required; billing starts after day 14 unless you cancel.
Common questions about insurance communications
Does SIPSTACK make our agency compliant with insurance regulations?
No platform can make you compliant on its own, and SIPSTACK does not certify compliance with SEC, FINRA, state or provincial insurance regulations, or other financial regulations. SIPSTACK records calls automatically, lets you control who can play or download recordings, and exports call detail records to CSV. You remain responsible for meeting your own record-keeping obligations, which may require retaining records longer than your retention settings provide.
Can producers use their own mobile phones?
Calls placed through the Pulse app go through SIPSTACK, so they use your business caller ID and follow your recording settings. Whether this satisfies your supervision obligations for off-channel communications is a decision for your compliance team.
Can we take premium payments over the phone?
SIPSTACK has no card-capture feature for calls and does not hold a PCI DSS certification. Take card payments through your existing payment processor, and avoid reading card numbers aloud on recorded calls.
What are Follow-ups?
On Nova Ultra, Aura AI reads each recorded call and lists the promises made on it, such as a quote to send or a callback to make, as action items. They appear in Switchboard and in the Pulse app, where you can call the client back in one tap and mark the item done.
Can we send and receive faxes?
Yes. Inbound fax is included on every Nova plan, and you can read received faxes in Switchboard or in the Pulse app. Sending faxes from Switchboard is included on Nova Pro and Ultra.
Do call summaries cost extra?
Call summaries and sentiment are included on Nova Ultra. On Nova Core and Pro you can turn them on and pay per call with Aura credits. Voicemail transcription is free on every plan.
Get started
Ready to follow up on every client call?
Start your 14-day free trial today.
No long-term contract
14-Day free trial