A full phone system inside your AMS — WebRTC calling, Ring All / Round Robin / Last Agent routing, AI transcription with speaker diarization, and AI-generated call summaries. Click-to-call on every phone number across the platform. No desk phones required.
Calls Today
34
+8 vs yesterday
Avg Duration
4:12
↓ 30s
Missed Calls
3
↓ 5
Active Agents
6
of 8 total
What it is
Browser-based calling powered by WebRTC and Twilio — no desk phones, no separate VoIP contract, no third-party software. Every call is logged, recorded, and linked to client profiles automatically. AI transcription runs post-call with speaker diarization and an AI-generated summary with action items.
Every phone number in the AMS — on client profiles, lead records, and contact cards — has a click-to-call icon that opens the dialpad pre-filled with the number and contact name. Inbound calls trigger a fixed-position banner from the top of the screen with caller ID lookup and Answer/Decline buttons, so agents never miss a call regardless of which page they're on.
Ring All sends the call to every available agent simultaneously. Round Robin distributes calls evenly across the team. Last Agent routes returning callers to whoever handled them previously. After the call ends, AI transcribes the recording with speaker diarization — identifying who said what — and generates a plain-language summary with extracted action items.
Core capabilities
Make and receive calls from any browser — mute toggle, call timer, auto-reconnect, no installs.
WebRTC via Twilio delivers carrier-grade voice quality through the browser with echo cancellation and noise suppression. The Twilio Device initializes lazily — only when you click Call — so there are no background WebSocket connections when the phone isn't in use. Usage is metered: $0.022/min outbound, $0.015/min inbound.
Purchase local ($1.15/mo) or toll-free ($2.15/mo) numbers, or bring your own caller ID.
Search and provision Twilio numbers by area code directly from Settings. Outbound calls display your agency name and number. Prefer to use an existing business line? BYOP (Bring Your Own Phone) lets you set a custom outbound caller ID with E.164 validation — though purchased numbers are required for A2P 10DLC SMS compliance.
Ring All, Round Robin, or Last Agent — with a configurable ring timeout of 5–60 seconds.
Ring All is ideal for small teams where anyone can answer. Round Robin distributes calls evenly across the team. Last Agent routes returning callers to whoever handled them previously, building continuity. Ring timeout is configurable from 5 to 60 seconds before rolling to voicemail.
Record calls automatically at $0.005/min — stored, linked to client profiles, with in-table playback.
Recordings are stored and linked to the corresponding client record. The calls table includes a playback control inline — no clicking into a separate screen. Recordings provide E&O defense when verbal coverage discussions or policy change instructions are disputed.
AI transcribes every call with speaker diarization and generates a plain-language summary with action items.
After a call ends, AI processes the recording and identifies each speaker (diarization) so the transcript shows who said what. AI then generates a plain-language call summary and extracts action items. A floating widget during the call shows a live timer, client name, animated waveform, and pause/stop controls.
Inbound calls show a slide-down banner with caller ID. Every phone number in the AMS is click-to-call.
When an inbound call arrives, a fixed-position banner slides in from the top of the screen with the matched client name, number, and Answer/Decline buttons — regardless of which page you're on. Every phone number throughout the platform — client profiles, lead records, contact cards — has a green phone icon on hover that opens the dialpad pre-filled with the number and contact name.
What they don't do
Paying for a standalone VoIP service means managing another vendor, another login, and manually logging calls back into your AMS after every conversation.
Physical desk phones tie your team to an office, require IT setup for each new hire, and break down right when you need them during high-volume renewal periods.
When producers use personal numbers, the agency loses call history, cannot record calls for E&O protection, and has no way to route calls when someone is unavailable.
Asking agents to type call notes into the AMS after every call is unreliable. Busy days mean calls go unlogged, creating E&O exposure and incomplete client records.
Without automatic contact matching, agents answer blind. They waste the first minute asking who is calling and searching the AMS for the client record.
Without centralized missed call tracking, unreturned calls fall through the cracks. Post-it notes and verbal reminders are not a system.
What it takes off your plate
Every call — inbound and outbound — is logged to the client's Activity tab with direction, duration, agent, and timestamp. No manual entry needed.
Missed calls (NO_ANSWER, BUSY, CANCELLED) appear as a red badge on the phone icon in the header, polling every 30 seconds. Filter the call log to Missed tab to work through them.
After every recorded call, AI transcribes with speaker diarization and generates a plain-language summary with action items — automatically attached to the call log entry.
Recordings are stored, linked to client profiles, and playable inline from the call log table. No separate recording storage system to manage.
When a call arrives, Insurstein matches the incoming number against all client records and displays the client name on the inbound call banner before the agent answers.
Call usage is metered and billed monthly via Stripe: $0.022/min outbound, $0.015/min inbound, $0.005/min recording. Usage summary visible in Settings > Phone.
A day in the life
8:00 AM
The header shows a red badge with 2 missed calls from after hours. Switch the call log to the Missed tab — both show matched client names. Return the first with one click from the call log.
9:15 AM
An inbound call triggers the slide-down banner: Summit Trucking, 3 active policies. Answer with full client context before saying hello. The call is logged automatically when it ends.
10:30 AM
Work through 5 prospect follow-ups from the sales pipeline. Click the green phone icon next to each prospect's number — the dialpad opens pre-filled. Each call logs automatically to the prospect record.
1:00 PM
A morning call with a trucking client generated an AI transcript with speaker labels and an AI-generated summary: 'Client requested fleet endorsement for 3 new vehicles. Action item: send updated schedule to carrier by Friday.' Zero manual notes needed.
4:00 PM
A client disputes coverage details discussed last week. Pull up the recording from the call log, play it back inline, and confirm the original conversation — E&O exposure resolved in 2 minutes.
Daily impact
Calls Handled
Missed Calls
Avg Answer Time
Call Logging
WebRTC calling, AI transcription with speaker diarization, AI-generated call summaries, and click-to-call on every number across your AMS — built in, not bolted on.