All articles.
Browse the complete library of insights, playbooks, and updates for insurance call centers.
AgentTech Launches AgentTech 360
AgentTech I/O announces general availability of AgentTech 360, one operating system for insurance FMOs: hierarchy, call center, quoting and enrollment, contracting, and commissions. The Commissions module, with approved payout cycles paid straight to agents' bank accounts, is also available on its own.
Read the article15 Questions Insurance Agency Tech Buyers Should Ask Every Dialer Vendor in 2026
A vendor-evaluation rubric for agency principals and IT buyers — compliance posture, billing transparency, integration breadth, supervisor tooling, AI capabilities, exit, SLA.
Read the articleReal-Time Event Webhooks for Insurance Agencies: Use Cases an Operator Should Care About
What an agency operator should expect a modern dialer/CRM to push out as real-time events — call started, sale dispositioned, contact created — and the workflows it unlocks.
Read the articleBuilt-In Performance Reviews for Insurance Agency Managers
Review templates, calibration, and agent-facing visibility — the structure that makes performance reviews reliable and fair.
Read the articleRecording Playback for Insurance Agency Supervisors: From Search to Coaching
Find a recording, scrub it, share it, and turn it into coaching — the supervisor workflow that makes recordings actually useful.
Read the articleClick-to-Call from Your CRM: How Insurance Agencies Wire AgentTech to Salesforce, HubSpot, and More
Integration patterns for click-to-call from external CRMs — what the agent experience looks like, what gets logged where, and what agency IT needs to know.
Read the articleReal-Time Dashboards for Insurance Agency Floor Supervisors
The 8 widgets that matter on a live agency floor dashboard — and how supervisors should respond to each.
Read the articleCustom Reports for Insurance Agency Owners: 5 Reports That Run Your Agency
The 5 must-have agency reports — daily floor, weekly persistency, monthly carrier P&L, quarterly attrition, annual compliance — and how to build each one.
Read the articleAI Sales Coach at Insurance Agencies: Replacing the Floor Manager Who Can't Listen to Every Call
A 50-agent agency generates 5,000+ calls per week; no human supervisor can review even 5%. AI coaching closes the gap by scoring every call and surfacing coachable moments.
Read the articleWhy Insurance Agencies Should Avoid Multi-Line and Predictive Dialing (And What Agent-Initiated Click-to-Call Actually Costs at Floor Scale)
Multi-line and predictive dialers maximize talk time but generate abandoned calls. The TCPA caps abandonment at 3% — and a single class action can wipe out an agency.
Read the articlePut the playbooks to work.
See the dialer, the CRM, and compliance scoring on your own calls.