Our Blog

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

Filtered Articles

Category: Features

April 23, 2026

Inside the Dialer Marketplace

How agencies use the AgentTech Dialer Marketplace to browse vetted lead campaigns, opt in with one application, and route calls into existing queues — without separate vendor contracts, SIP setup, or vetting paperwork.

April 8, 2026

Contact Sharing Controls

How granular contact sharing controls let agencies protect high-value leads while enabling collaboration across teams.

March 24, 2026

Automation Workflow Guide

Step-by-step walkthrough of creating a visual automation workflow with triggers, conditions, and actions — no coding required.

March 19, 2026

Custom Disposition Fields

How to set up custom disposition fields that capture enrollment details, plan selections, and compliance data during calls.

March 17, 2026

AI Knowledge Bases

How to configure per-agency AI knowledge bases with product details, objection handling, and scripts for real-time coaching.

March 15, 2026

Team Chat for Call Centers

How built-in team chat with channels, direct messages, and threading replaces Slack/Teams for call center communication.

March 12, 2026

Pay-As-You-Go Billing

How the wallet-based billing system works — per-minute and per-seat pricing, auto-recharge, and why no contracts means lower risk.

March 6, 2026

Two-Way SMS for Agents

How agents can use two-way SMS conversations to answer beneficiary questions, confirm appointments, and drive enrollments.

March 1, 2026

Remote Agent Time Tracking

How built-in time tracking shows agents' active time, status changes, and productivity patterns.

February 24, 2026

Call Caps & Volume Controls

How to set up multi-level call caps by agency, department, team, and queue to control costs and manage call volume.

January 30, 2026

Supervisor Call Controls

Master the three essential supervisor call controls for real-time agent coaching.

Stay Updated

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