Job completed for VoIP Upgrade and Disaster Recovery for a Life Insurance Brokerage in Tarzana, CA

Completion date: May 7, 2025

Location: Tarzana, CA

Why did the customer contact us?

A life insurance brokerage in Tarzana, CA, with 15 agents and support staff.  The brokerage's landline phone system was vulnerable to outages, and a potential disaster could halt their business operations. They needed a more resilient and modern communication system that offered enhanced security, mobile access, and a comprehensive business continuity plan.

Solutions provided:

We migrated the brokerage to a cloud-based VoIP system designed for reliability and disaster recovery:

• Hosted PBX with redundancy: Implemented a system with built-in redundancy, ensuring business continuity even in the event of a local outage.
• Mobile integration: All agents were equipped with mobile softphones, allowing them to continue working and serving clients from their mobile devices during an office outage.
• Secure call recording: Enabled encrypted call recording for compliance with financial regulations and training purposes.
• Voicemail-to-email: Automated voicemails were sent to email, providing an off-site record of all messages.

The life insurance brokerage gained a secure and resilient communication system that protected against downtime and ensured business continuity. The mobile features empowered agents to serve clients from anywhere, and the improved security measures enhanced client trust.

Team members on this project:

Omar Abdelfattah, Maria Izanhour