Setup Insurance CRM Phone System

In this video, we walk through how to get started with calling and texting inside Agent CRM—what’s required, where to find the settings, and how to configure your phone number the right way from the start.

This is an overview of the phone and messaging tools, not the full A2P registration process (that’s covered in a future video). The goal here is to help you understand what the tools do, how they work together, and which settings actually matter so you can confidently move forward.

⏱️ Timestamps
0:18 – Why texting is regulated (A2P overview)
1:04 – Where to find Phone System settings
1:30 – Purchasing your first phone number
1:46 – Searching by area code
3:11 – Editing phone number configuration
3:48 – Assigning calls to the right user
3:55 – Web app vs mobile app ringing
4:19 – Call recording options
4:43 – Call forwarding & routing
5:03 – Call timeout & voicemail settings
5:23 – Whisper messages (internal call alerts)
6:39 – Using Agent CRM as your primary phone number
6:53 – Reviewing bonus phone system settings
6:58 – Texas SMS compliance option
7:18 – Daily messaging limits & warm-up periods
7:53 – Analytics, opt-outs, and failed messages
8:01 – Call recordings & call tracking
8:22 – Number intelligence (very important)
8:38 – Why validating numbers protects your account
9:03 – Building carrier reputation over time

📞 What You’ll Learn
Where to set up calling and texting
How to purchase and configure phone numbers
How to route calls to web, mobile, or external phones
How to use whisper messages for inbound call context
How verified caller ID works
Why number intelligence matters
How messaging limits and warm-up periods work
How to protect your carrier reputation

⚠️ Important Notes
Texting in the U.S. is heavily regulated
A2P registration is required to fully unlock texting
This video focuses on setup and configuration
A2P registration is covered in a separate training
Messaging limits increase over time as trust is built
Some settings incur small carrier-related fees

✅ Best Practices
Use one main Agent CRM number for clarity and records
Enable number intelligence to avoid texting landlines
Review messaging limits before sending campaigns
Start A2P registration early
Take time to explore each phone setting—many are optional but powerful

📌 Next Step
After watching this video, make sure you:
Purchase your phone number
Configure call routing and ringing preferences
Enable number intelligence
Prepare for A2P registration (covered next)
If you have questions or feel stuck, reach out to the team or book a quick fix call. We’re here to help you get this dialed in properly from day one.