Most SA brokerages are on a phone system not built for advice
If any of these sound familiar, your phone setup is costing you clients and leaving gaps in your records.
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No record of what the client was told
A client says nobody explained the excess. Without a recording, it’s your adviser’s notes against their memory.
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Claims calls hitting a busy line
After a storm or a break-in, clients all call at once. A busy tone at that moment can cost you the client.
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Advisers on personal cellphones
Advisers phone clients from their own numbers. Calls aren’t logged, and the client can leave with the adviser.
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Quotes, renewals and claims on one line
New business, renewals, claims and admin all hit one reception line, and every caller waits to be transferred.
Advice calls on record
Calls are recorded and searchable by date, extension or number. When a client questions what they were told, you can play back the call.
Claims calls answered
A claims option in your IVR and a call queue mean clients reach the claims team, even when every line is busy.
Advisers on the brokerage number
The Othos mobile app turns an adviser’s phone into a business extension, so client calls stay on the brokerage’s number.
Recordings only the right people can open
Admin-only access controls, an audit log of who accessed which recording, and retention periods you set.
FEATURES FOR INSURANCE BROKERS
Every feature your brokerage needs — nothing you don’t
Built around how SA brokers work: advisers with clients, claims after a storm, renewal season and clients who want to speak to their own broker.
Call recording — every advice call documented
Record inbound, outbound or both per extension, with an optional “this call may be recorded” announcement. Search by date, extension or duration and play calls back in the browser. Recordings are stored on SA-based infrastructure.
IVR — claims, quotes and renewals
“Press 1 for a new quote, 2 for claims, 3 for renewals, 4 for accounts.” Multi-level menus send every caller to the right team without reception transferring each call.
Mobile app — advisers reachable on the road
Every adviser’s iPhone or Android becomes a business extension. Calls ring wherever they are, the brokerage’s number shows as caller ID, and calls are recorded like office calls.
CRM integration — click to dial, log every call
Native HubSpot, Salesforce and Zoho integrations: click to dial, see who’s calling, and log every call against the client automatically. The Othos REST API and webhooks connect other systems.
Call queues — no busy tones on the claims line
When the claims team is on other calls, clients wait in a queue instead of hearing a busy tone, and the next free person takes the next call.
Time conditions — after hours and public holidays
Outside office hours, claims calls can ring an on-call broker’s mobile and other calls go to voicemail-to-email. Public holidays are scheduled in advance and switch automatically.
BROKERAGE SCENARIOS
How Othos works in your brokerage day-to-day
These are situations SA brokers deal with every week, and how Othos handles each one.
CLAIMS
A hailstorm hits and clients start calling
Clients choose the claims option in your IVR. When the claims team is busy, callers wait in a call queue instead of hearing a busy tone, and every call is answered in order.
DISPUTED ADVICE
A client says the cover was never explained
Find the call by number, date and time and play it back in the browser. You hear exactly what the adviser said about cover, exclusions and excesses.
RENEWALS
Renewal season, and advisers have a long call list
Advisers click to dial from HubSpot, Salesforce or Zoho, the brokerage’s number shows on every call, and each call is logged against the client automatically.
ON THE ROAD
An adviser is at a client’s business all afternoon
Calls to their extension ring on the Othos mobile app. They take the call on the brokerage’s number, and it’s recorded like any office call.
STAFF CHANGE
An adviser leaves the brokerage
Clients have been calling the brokerage’s number, not the adviser’s cellphone. The extension is reassigned, and the call history and recordings stay with the brokerage.
AFTER HOURS
A client’s house is broken into on a Saturday
Time conditions switch your routing automatically. After hours, the claims option can ring an on-call broker’s mobile app, and other calls go to voicemail-to-email.
TYPES OF BROKERAGES WE SERVE
From independent advisers to multi-branch brokerages
Any insurance or financial advice business that relies on the phone to advise clients and handle claims will benefit.
Personal lines brokers
Car, home and household cover means a steady flow of quotes, renewals and claims. IVR options and call queues send each call to the right team.
Commercial brokers
Business clients expect to reach their broker directly. Direct numbers, the mobile app and call recording keep those relationships with the brokerage.
Life & investment advisers
Advice conversations matter long after the call. Per-extension recording keeps a searchable record of what was discussed.
Medical aid & employee benefits brokers
Busy periods around renewals and open enrolment. Call queues and ring groups help a small team handle the peaks.
Underwriting managers
Calls from brokers, clients and assessors all day. IVR routing sends each one to underwriting, claims or accounts first time.
Multi-branch brokerages
Every branch on one system, with transfers between branches, one main number and call logs across the whole business.
GETTING STARTED
From demo to live calls in three steps
No engineer visits and no on-site hardware. Our SA-based team handles the setup with you.
1
Book a free demo
Tell us how many advisers and support staff you have, which teams clients need to reach and how many branches you run. We’ll show you how Othos would route your calls.
2
We configure your system
Our team sets up your IVR, claims queue, ring groups, call recording rules, time conditions and extensions, and ports your existing numbers if needed.
3
Your team signs in
Advisers and staff sign in on the Othos mobile app, the web phone or a desk phone. The brokerage’s number shows on every call, and recording starts from the first call.
WHY OTHOS
How Othos compares to what most brokerages use today
Many SA brokerages still run on an on-site PBX or on advisers’ personal cellphones. Here’s how they compare.
Advice calls recorded and searchable
Control over who can play recordings
Claims callers queue instead of a busy tone
Callers choose claims, quotes or renewals
Advisers on the brokerage number on the road
Client relationships stay when an adviser leaves
Click-to-dial and call logging in your CRM
No hardware to maintain at your premises
WHAT’S INCLUDED
Everything your brokerage needs in one system
No on-site PBX and no hardware to maintain. Talk to us about the right plan for your brokerage.
Call recording — per extension, SA-hosted
Recording access controls and audit log
IVR auto-attendant — claims, quotes, renewals
Ring groups — per team or per branch
Call queues — no busy tones on the claims line
Mobile app — iOS & Android for every adviser
Web phone and desktop app for the office
Voicemail to email — every message in your inbox
Time conditions — after hours and public holidays
CRM integration — HubSpot, Salesforce, Zoho
Multi-branch — all branches on one system
Number porting — keep your existing numbers
WHAT BUSINESSES SAY ABOUT OTHOS
SA businesses that made the switch — and never looked back
FAQ
Couldn’t find what you were looking for?
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Who can listen to call recordings?
Access can be limited to the admins you choose, and an audit log shows who accessed which recording and when. Othos can also play a "this call may be recorded" announcement before calls connect.
Can clients reach the claims team directly?
Yes. Your IVR can have a claims option that goes straight to the claims team's ring group or call queue. When everyone is busy, callers wait in the queue instead of hearing a busy tone.
Can advisers take calls when they're out seeing clients?
Yes. The Othos mobile app on iOS or Android turns an adviser's phone into a business extension. Calls ring on the app, the brokerage's number shows when they call out, and calls are recorded like office calls.
What happens to client calls when an adviser leaves?
Clients call the brokerage's number, not the adviser's personal cellphone, so the relationship stays with the brokerage. The extension is reassigned to a colleague, and the call history and recordings stay with the business.
Does Othos integrate with our CRM or broker system?
Othos has native integrations with HubSpot, Salesforce and Zoho for screen pop, click-to-dial and automatic call logging. For broker administration systems, the Othos REST API and webhooks let your developer or software vendor connect call data. We can talk through your software during the demo.
Call recording with access controls, a claims queue, CRM click-to-dial and a mobile app for advisers, in one cloud phone system set up for you by our SA-based team.
EXPLORE OTHOS CLOUD PBX FEATURES
