Platform Features
Discover how Voley helps insurance brokers deliver exceptional client communication
Key Features
Everything you need to streamline client communication and grow your insurance business
SMS Messaging
Send and receive text messages with clients directly through our web platform using local phone numbers your clients will recognize and trust.
CRM Integration
Seamlessly connect with your existing AgencyZoom, Hawksoft, or custom CRM/AMS to maintain a single source of client data truth.
Automated Workflows
Create automated messaging sequences for policy renewals, payment reminders, and other routine communications.
Message Templates
Save time with pre-approved message templates for common insurance scenarios, ensuring consistent and compliant communication.
Team Collaboration
Enable your entire team to view conversation history and collaborate on client communications without missing a beat.
Analytics Dashboard
Gain insights into message performance, response rates, and team productivity metrics to optimize your communication strategy.
Powerful SMS Messaging
Communicate with clients through their preferred channel: text messaging. Voley provides a unified inbox for all your client conversations.
- Send and receive SMS messages from your local business number
- Attach documents, photos, and insurance forms
- View complete conversation history with each client
- Schedule messages for future delivery
- Set up auto-replies for after-hours inquiries
Seamless CRM Integration
Voley integrates with your existing insurance management systems, ensuring all client communication is captured in your systems of record.
- Bi-directional sync with AgencyZoom, Hawksoft, and other leading AMS platforms
- Automatically log all client communications in your CRM
- Trigger messages based on CRM events (policy renewals, claims updates)
- Access client data and policy information within Voley
- Custom API available for proprietary systems
Intelligent Automation
Save time and ensure consistent client communication with powerful automation tools built specifically for insurance workflows.
- Create multi-step messaging sequences for policy lifecycles
- Set up automatic payment reminders and policy renewal notifications
- Welcome new clients with personalized onboarding messages
- Trigger follow-up messages based on client responses
- Schedule seasonal check-ins and review reminders
Team Collaboration
Enable your entire agency to work together seamlessly by providing a shared view of all client conversations.
- Assign conversations to specific team members
- Internal notes that are visible only to your team
- Role-based permissions for agents, CSRs, and managers
- Real-time notifications for new messages
- Message approval workflows for compliance
More Powerful Features
Everything you need to deliver exceptional client service
Message Templates
Save time with pre-written templates for common scenarios that can be personalized with client information.
Contact Management
Organize clients and prospects with custom tags, notes, and conversation history.
Compliance Tools
Built-in compliance features to help ensure all communications adhere to insurance regulations.
Message Scheduling
Plan and schedule client communications in advance for important dates and events.
Analytics Dashboard
Track message engagement, response rates, and team performance metrics.
Mobile Access
Access the platform from anywhere with our responsive web application.
Document Sharing
Securely send and receive insurance documents, policy information, and files.
Custom Branding
Present a consistent brand experience with customized messaging templates.
Ready to transform your client communications?
Join hundreds of insurance brokers who are using Voley to grow their business.