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Browse the complete library of insights, playbooks, and updates for insurance call centers.
Email Drip Campaigns for Insurance Leads: Automate Your Follow-Up
How to set up automated email sequences that nurture insurance leads from first contact through enrollment.
Read the articleReducing Call Abandonment Rates: 8 Strategies That Work
Data-driven strategies to lower abandonment rates including queue optimization, callback options, and overflow routing.
Read the articleAgent Leaderboards: Using Gamification to Drive Insurance Sales Performance
How real-time leaderboards motivate agents, drive healthy competition, and give supervisors instant visibility.
Read the articleBuilding Your First Automation Workflow: A Beginner's Guide
Step-by-step walkthrough of creating a visual automation workflow with triggers, conditions, and actions — no coding required.
Read the articleCMS Call Monitoring Requirements: What Supervisors Need to Know
How CMS expects Medicare calls to be monitored, frequency requirements, documentation standards, and how AI monitoring satisfies these rules.
Read the articleTelesales vs Field Sales: When Phone-Based Insurance Sales Wins
Data-driven comparison of telesales and field sales for insurance, including cost per acquisition, close rates, and agent productivity.
Read the articleSkills-Based Routing for Insurance: Match Every Caller to the Right Agent
How skills-based routing uses agent certifications, language abilities, and product expertise to connect callers with the most qualified agent.
Read the articleThe Rise of AI in Insurance Sales: Hype vs Reality
Honest assessment of what AI can and cannot do for insurance sales today — separating vendor hype from real productivity gains.
Read the articleCustom Disposition Fields: Capture the Data That Matters on Every Call
How to set up custom disposition fields that capture enrollment details, plan selections, and compliance data during calls.
Read the articlePost-AEP Analysis: What Your Call Data Tells You About Next Year
How to analyze AEP call data — conversion rates, publisher performance, compliance scores — to improve next year's strategy.
Read the articlePut the playbooks to work.
See the dialer, the CRM, and compliance scoring on your own calls.