Intermedia
Carrier ProfileNationwide US · UCaaS + CCaaS · Healthcare · Financial Services · Legal · Education

Intermedia —
UCaaS, CCaaS & Compliance-First Communications

Intermedia delivers a unified platform for phone, video, chat, contact center, file management, and archiving — one flat per-user rate, free device per license, no required contracts. Financially-backed 99.999% uptime SLA. Deep vertical specialization in healthcare (7 EHR integrations), financial services (FINRA/SEC/NASD), legal (Clio/AbacusNext billable time), and K-12/higher education (TIPS-USA/NY OGS cooperative purchasing). Fibi sources and negotiates Intermedia on your behalf — at no cost to you.

99.999% Financially-Backed SLA · Free Device Per License · No Required Contracts
99.999%
Uptime SLA (Backed)
90+
Calling Features
7
EHR Integrations
$0
Advisory Fee

Portfolio

Intermedia Platform Services

One platform for UCaaS, CCaaS, archiving, Teams integration, healthcare workflows, legal billing, and file management — with vertical-specific compliance built in.

Intermedia Unite — UCaaS · 90+ Features · Free Device · 99.999% SLA

Complete cloud unified communications: phone, video conferencing, chat, SMS, file sharing, file backup, and screen sharing — one flat per-user monthly rate with no hardware to buy, manage, or replace. 90+ enterprise calling features including call queues, auto attendants, call recording, and voicemail transcription. Mobile app delivers the full system from any device. Financially-backed 99.999% uptime SLA. Free desk phone or headset included with each license. Up to 50% savings versus traditional phone services.

Intermedia Contact Center — Omnichannel CCaaS · Dynamic Notifications

Omnichannel CCaaS add-on to Unite — voice, chat, SMS, and email queues with intelligent routing, self-service IVR, real-time dashboards, and QA features. Low or no implementation fees. Dynamic Notifications enables outbound voice, SMS, and email campaigns for appointment reminders, bill payment prompts, service alerts, and marketing — from the same platform as inbound contact center operations.

Unite Archiving — Legal Hold · ECPA · SOX · FINRA · ABA Compliance

Intelligent archiving captures and retains conversations across chat, SMS, voice, and email — fully searchable and retrievable for compliance review, audit, or litigation. Legal hold feature preserves specific records and prevents deletion during active legal proceedings or regulatory investigation. Supports ECPA, SOX, ABA, RPC, FINRA, and SEC recordkeeping requirements.

Communications Within Microsoft Teams — Fallback via Mobile App

Embeds Unite phone, SMS, and advanced calling directly inside the Teams interface — one-app experience without switching applications. Independent voice infrastructure means if Teams experiences an outage, the Intermedia UC mobile app automatically serves as fallback for business calls. Available without additional Microsoft Calling Plan licenses. Supports TIPS-USA and NY OGS cooperative purchasing for education.

Healthcare Suite — Patient Assist · Patient Notify · Patient Engage · 7 EHR Integrations

Patient Assist auto-pops patient records from EHR by Caller ID before the call is answered. Patient Notify sends automated appointment, billing, and prescription reminders via outbound voice, SMS, or email. Patient Engage provides self-service IVR for appointment management, bill payment, and prescription refills. Integrates with Epic, Cerner, MEDITECH, Allscripts, Athenahealth, eClinicalWorks, and NextGen Healthcare. HIPAA compliant with BAA.

Legal Suite — Billable Time Capture · Clio · AbacusNext · Legal Hold

Auto-populates billable time in Clio and AbacusNext billing platforms from call records — eliminating manual time entry for client calls. Unite Archiving legal hold preserves attorney-client communications for litigation. Mobile app protects personal mobile numbers from client visibility. Combined with SOC 2 compliance for client confidentiality requirements.

SIP Trunking — High Availability · Premises PBX Support

High-availability SIP trunking for organizations with existing premises-based PBX systems — replacing legacy ISDN PRI or analog trunks with SIP without replacing the full phone system. Available standalone or alongside Unite for hybrid deployments where some sites run cloud UCaaS and others retain existing PBX infrastructure.

SecuriSync — Secure Cloud File Management · Anti-Malware · Antivirus

Secure cloud-based file management with built-in anti-malware and antivirus scanning — included as part of the Unite platform. Centralized file storage with backup, version control, and secure sharing across teams. Reduces reliance on consumer file sharing tools (Dropbox, Google Drive) with a compliance-grade alternative managed within the same Intermedia administrative environment.

AI-Powered Collaboration — Content Creation · Data Insights

AI capabilities across the Unite platform for collaboration, content creation, and data insights — surfacing patterns from communications data, assisting with meeting summaries, and enabling productivity use cases alongside the core UCaaS and CCaaS stack. Part of Intermedia's ongoing platform investment in AI-native business communications.

Security — SOC 2 · SSAE 16 Type II · Seven Pillars Framework

SOC 2 and SSAE 16 Type II independently audited. Seven-pillar security framework: encryption and access control, automated backups, endpoint protection, identity protection, infrastructure security, privacy and data control, and security management — covering the full compliance stack for healthcare, financial services, legal, and education customers.

Industry Fit

Vertical-Specific Capabilities

Intermedia is purpose-built for four verticals where communications compliance and workflow integration are operational requirements, not optional add-ons.

Healthcare

  • Epic, Cerner, MEDITECH, Allscripts, Athenahealth, eClinicalWorks, NextGen EHR integration
  • Patient Assist — auto-pop charts by Caller ID
  • Patient Notify — automated appointment/bill/prescription reminders
  • Patient Engage — self-service IVR
  • HIPAA BAA available

Financial Services

  • FINRA, SEC, NASD, SOX archiving and compliance
  • PCI-DSS compliant platform
  • Unite Archiving with legal hold for broker-dealer records
  • SOC 2 Type II for third-party risk management
  • GDPR for cross-border operations

Legal

  • Clio and AbacusNext billing integration — auto-populate billable time
  • Unite Archiving legal hold for matter-specific preservation
  • ABA and RPC compliance for attorney communications
  • Mobile number privacy — clients see firm number only
  • Client confidentiality via SOC 2 infrastructure

K-12 & Higher Education

  • Microsoft Teams deep integration for existing M365 campuses
  • TIPS-USA and NY OGS cooperative purchasing — no separate RFP
  • Unite Archiving for school communications compliance
  • Emergency calling (Kari's Law, Ray Baum's Act)
  • Mobile app for staff working across multiple buildings

Ideal For

Who Intermedia Serves Best

Healthcare, Veterinary & Life Sciences

Medical practices, hospital systems, specialty clinics, and veterinary care organizations that need HIPAA-compliant communications with direct EHR workflow integration — Patient Assist, Notify, and Engage reduce front desk workload while keeping communications within the compliance boundary. Single platform for all staff communications with BAA.

Financial Services & Legal

Credit unions, banks, broker-dealers, and registered investment advisors needing FINRA/SEC/NASD-compliant archiving with legal hold. Law firms needing automatic billable time capture from calls via Clio and AbacusNext, ABA/RPC-compliant communications archiving, and client number privacy for mobile staff.

Education, Automotive & Retail SMB

K-12 school districts and higher education institutions procuring through TIPS-USA or NY OGS cooperative purchasing. Automotive dealerships using Dynamic Notifications for service scheduling and follow-up. Retail and SMB organizations consolidating phone, video, chat, and contact center into one platform with no required long-term contracts.

Compliance

Regulatory Framework Coverage

SOC 2 and SSAE 16 Type II audited. Compliance coverage across healthcare, financial services, legal, and education regulatory frameworks.

HIPAA

HIPAA-compliant platform with Business Associate Agreement (BAA) support. Patient Assist, Patient Notify, and Patient Engage operate within the HIPAA-compliant environment. Covers voice, SMS, chat, and file sharing for healthcare organizations.

FINRA / SEC / NASD

Unite Archiving meets FINRA Rule 4511, SEC Rule 17a-4, and NASD recordkeeping requirements for broker-dealers and registered investment advisors — searchable, retrievable, and tamper-evident communication records with legal hold.

SOC 2 & SSAE 16 Type II

Independently audited SOC 2 Type II and SSAE 16 Type II certifications — providing third-party assurance over security, availability, and confidentiality trust service criteria across the full Intermedia platform.

PCI-DSS

PCI-DSS compliant infrastructure for organizations processing payment card data over phone or contact center channels. Supports call recording with PCI pause/resume to protect cardholder data during payment capture.

GDPR

GDPR-compliant data processing for EU customers and US organizations with European operations. Data Processing Agreement (DPA) support and privacy-by-design architecture for communications data handling.

SOX / ECPA / ABA / RPC

Sarbanes-Oxley (SOX) financial communications compliance, Electronic Communications Privacy Act (ECPA), American Bar Association (ABA), and Rules of Professional Conduct (RPC) — supporting financial services and legal industry archiving requirements.

Why Use Fibi

Intermedia Direct vs. Intermedia Through Fibi

Your contract is with Intermedia either way. The difference is the advisory, platform comparison, and independent support layer around it.

AspectIntermedia DirectIntermedia Through Fibi
PricingStandard list ratesVolume-negotiated — equal or better
Platform comparisonIntermedia portfolio onlyIntermedia vs RingCentral, 8x8, Zoom, Nextiva, GoTo side by side
Quote turnaround3–10 business days24–48 hours across all relevant platforms
Contract supportIntermedia account executiveIndependent advisor representing you
Vertical fit analysisIntermedia healthcare/legal focusCross-vendor compliance stack comparison included
Post-go-live supportIntermedia 24/7 supportFibi escalation + Intermedia 24/7 support
Advisory feeN/A$0 — carrier-funded
HardwareFree device included per licenseSame — free device per license confirmed

FAQ

Common Questions About Intermedia

Ready to Explore Intermedia for Your Business?

Fibi will run a free side-by-side comparison of Intermedia against RingCentral, 8x8, Zoom, Nextiva, and GoTo for your specific requirements — vertical compliance fit, EHR integration, archiving, Teams integration, or contact center capabilities. No obligation, no sales pressure.