Insurance
Technology for the Moments Policyholders Remember
Claims calls happen on the worst day of a customer's year. We build secure, compliant communications for agencies, MGAs, and carriers that answer fast, document everything, and scale through CAT season.
Insurance organizations need recorded, compliant communications integrated with agency management and claims systems, contact centers that scale through catastrophe surges, and security that protects policyholder data. ObsidianX sources insurance-ready UCaaS, CCaaS, and cybersecurity vendor-agnostically from 250+ suppliers, for agencies through carriers with 10 to 200+ seats.
The problems we solve for insurance
Compliance follows every conversation
E&O exposure, state regulations, and carrier requirements demand recorded, retrievable communications with defensible retention.
CAT season breaks static capacity
Claims volume can multiply overnight after a storm. Fixed phone systems and headcount cannot flex with it.
Systems that do not talk
Phones disconnected from the AMS or claims platform mean re-keyed data, blind transfers, and policyholders repeating their story.
Policyholder data attracts attackers
PII-rich books of business make agencies and MGAs targets, while carriers and regulators increasingly audit their security posture.
How ObsidianX delivers
Agency and claims communications
Recorded, compliant UCaaS integrated with AMS platforms, and CCaaS with skills-based routing and elastic capacity for claims and service teams.
Explore UCaaS & CCaaSAI for FNOL and service
Virtual agents that capture first notice of loss, answer policy questions, and deflect routine calls, with automated summaries cutting after-call work.
Explore AI & AutomationPolicyholder data protection
MDR/XDR detection and response, email security against BEC, and postures that satisfy carrier and regulator security questionnaires.
Explore CybersecurityResilient infrastructure
Cloud architectures that keep quoting, binding, and claims systems available when your region is the one in the storm path.
Explore Cloud MigrationCompliance
Recorded, retained, and retrievable
We shortlist platforms with native call recording, configurable retention, legal hold, and audit-ready retrieval, aligned to state insurance regulations and E&O defense needs. Security selections map to the questionnaires carriers and regulators actually send.
Frequently Asked Questions
What insurance leaders ask us most, answered directly.
What phone system compliance do insurance agencies need?
Agencies generally need call recording with defensible retention for E&O protection, consent handling appropriate to their states, and secure storage of communications containing PII. We shortlist platforms with these controls native and document the configuration for audits.
How do claims contact centers handle catastrophe surge volume?
Cloud CCaaS scales elastically: overflow routing, rapid remote agent onboarding, callback queuing, and AI-powered FNOL capture absorb multiples of normal volume without busy signals. The right architecture is designed before CAT season, not during it.
Can our phones integrate with our agency management system?
Modern UCaaS platforms integrate with major AMS and CRM systems, popping client records on inbound calls and logging every interaction automatically. Integration fit is a primary selection criterion when we run the competitive process.
How does AI help insurance customer service?
Virtual agents handle policy lookups, payment questions, and FNOL capture around the clock, while agent assist and automated summaries speed live interactions. Deployed well, AI absorbs routine volume so licensed staff spend time on complex claims and retention conversations.
Ready for Technology That Holds Up on the Worst Day?
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Vendor-agnostic advice. No quotas, no obligation, no pressure.