Our Blog

Insights, tips, and updates on AI-powered insurance technology

Vertical
Category
Featured August 5, 2026

15 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 More →

Recent Posts

Real-Time Webhooks

August 4, 2026

Performance Reviews

August 3, 2026

Recording Playback

August 2, 2026

CRM Click-to-Call

August 1, 2026

Latest Articles

Stay updated with the latest insights and trends

August 4, 2026

Real-Time Webhooks

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.

August 3, 2026

Performance Reviews

Review templates, calibration, and agent-facing visibility — the structure that makes performance reviews reliable and fair.

August 2, 2026

Recording Playback

Find a recording, scrub it, share it, and turn it into coaching — the supervisor workflow that makes recordings actually useful.

August 1, 2026

CRM Click-to-Call

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.

July 31, 2026

Real-Time Dashboards

The 8 widgets that matter on a live agency floor dashboard — and how supervisors should respond to each.

July 30, 2026

5 Custom Reports

The 5 must-have agency reports — daily floor, weekly persistency, monthly carrier P&L, quarterly attrition, annual compliance — and how to build each one.

View All Articles →

Stay Updated

Subscribe to our newsletter for the latest insights on AI and insurance technology