Our Blog

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

Vertical
Category

Filtered Articles

Vertical: Universal

April 24, 2026

Becoming a Vetted Publisher

A guide for insurance lead publishers: how AgentTech's independent vetting works, what the performance and compliance bar looks like, and how Marketplace distribution compares to cold-pitching individual agencies.

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 22, 2026

Dialer Marketplace Launch

AgentTech I/O launches the Dialer Marketplace in private beta — a two-sided marketplace that lets agencies turn on vetted lead campaigns inside the AgentTech Dialer, with independent compliance and performance vetting on every publisher.

April 15, 2026

AI Agents for FNOL

A workflow blueprint for FNOL automation: structured intake, triage, summaries, escalation rules, and QA for claims operations.

April 14, 2026

Deploy AI Agents Safely

Step-by-step rollout plan for AI agents: guardrails, disclosures, human handoff, QA, audit trail, and the metrics that prove ROI.

April 13, 2026

Seed Round Funding

AgentTech I/O announces $500,000 seed round at a $7.5 million pre-money valuation from accredited investors and family offices to scale infrastructure and accelerate go-to-market efforts.

April 13, 2026

AI Agent vs IVR

Practical comparison of AI agents vs IVR: workflow completion, handoff design, compliance guardrails, and which insurance calls fit each.

April 8, 2026

Contact Sharing Controls

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

April 4, 2026

Small Agencies vs Big Carriers

How agencies with 5-20 agents use AI, automation, and smart routing to punch above their weight.

April 3, 2026

AI vs Human Monitoring

Comparing AI-powered 100% call monitoring against traditional human QA sampling, and the hybrid approach that delivers the best results.

April 1, 2026

Import & Clean Lead Lists

Best practices for importing CSV lead lists, field mapping, deduplication, DNC scrubbing, and maintaining clean contact data.

March 30, 2026

Dedicated vs Generic Dialers

Why purpose-built insurance platforms outperform generic CCaaS solutions on compliance, routing, training, and total cost of ownership.

March 28, 2026

Agent Status Management

How real-time agent status tracking helps supervisors optimize staffing and reduce wasted seat time.

March 27, 2026

Email Drip Campaigns

How to set up automated email sequences that nurture insurance leads from first contact through enrollment.

March 26, 2026

Reduce Abandonment Rates

Data-driven strategies to lower abandonment rates including queue optimization, callback options, and overflow routing.

March 25, 2026

Agent Leaderboards

How real-time leaderboards motivate agents, drive healthy competition, and give supervisors instant visibility.

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 22, 2026

Telesales vs Field Sales

Data-driven comparison of telesales and field sales for insurance, including cost per acquisition, close rates, and agent productivity.

March 21, 2026

Skills-Based Routing

How skills-based routing uses agent certifications, language abilities, and product expertise to connect callers with the most qualified agent.

March 20, 2026

AI Hype vs Reality

Honest assessment of what AI can and cannot do for insurance sales today — separating vendor hype from real productivity gains.

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 16, 2026

HIPAA Compliance Guide

How to handle PHI on calls, secure call recordings, manage data access controls, and ensure your call center meets HIPAA standards.

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 13, 2026

Remote Call Center Guide

How to manage a distributed team of insurance agents using browser-based tools, real-time monitoring, and structured 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 11, 2026

Operating Hours & Timezones

How to configure operating hours across timezones, set holiday schedules, and ensure calls route correctly by time-of-day.

March 10, 2026

Cloud vs On-Premise

Comparing cloud-based dialers to on-premise phone systems on cost, maintenance, scalability, remote access, and disaster recovery.

March 9, 2026

Lead Vendor Integration

How to use the queue availability API and SIP routing to connect external lead sources like Retreaver, Ringba, and affiliate networks.

March 7, 2026

Cost Per Enrollment Guide

A formula-driven guide to calculating true cost-per-enrollment including seat costs, lead costs, agent time, and technology.

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 4, 2026

Speech Analytics for Insurance

How speech analytics extracts trends, keywords, and compliance patterns from thousands of recorded calls.

March 3, 2026

Mobile App Launch

AgentTech Dialer mobile app now available as a Progressive Web App, installable from Safari on iOS and Chrome on Android. Native app store versions pending submission.

March 2, 2026

Contact Tagging Strategies

How to design a contact tagging system that lets agents instantly identify lead source, enrollment status, and follow-up priority.

March 1, 2026

Remote Agent Time Tracking

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

February 27, 2026

15 Essential Call Center KPIs

A prioritized list of daily KPIs from answer rate to cost-per-enrollment with benchmarks specific to insurance call centers.

February 26, 2026

Queue Availability API

How publishers and affiliate networks use the public queue availability API to send calls only when agents are available.

February 25, 2026

Insurance Call Centers 2026

Industry analysis covering AI adoption rates, cloud migration trends, compliance technology spending, and market predictions.

February 24, 2026

AI for Claims Call Centers

How AI improves insurance claims call centers and FNOL intake: structured notes, summaries, routing, handoffs, and better follow-up across claims journeys.

February 24, 2026

Call Center vs Contact Center

Insurance teams use "call center" and "contact center" differently. Learn the real difference, what to buy, and how AI changes routing, QA, and compliance workflows.

February 24, 2026

AI-Ready Call Center Stack

A practical blueprint for an AI-ready insurance call center stack in 2026: telephony, routing, CRM, QA/compliance, analytics, and integrations.

February 24, 2026

Contact Center KPIs + AI

Which insurance contact center KPIs actually move with AI? A practical guide to AHT, FCR, QA, CSAT, speed-to-lead, and backlog metrics.

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.

February 23, 2026

7 Time-Saving Automations

Practical automation workflows that eliminate repetitive manual tasks for insurance agencies.

February 22, 2026

TCPA for Insurance Call Centers

Everything insurance agencies need to know about TCPA regulations, consent requirements, and avoiding costly lawsuits.

February 21, 2026

AgentTech vs Spreadsheets

How agencies using spreadsheets to track leads are leaving money on the table and risking compliance violations.

February 18, 2026

Call Sentiment Analysis

How real-time sentiment analysis detects beneficiary confusion, frustration, or buying signals.

February 17, 2026

Integrated CRM & Dialer

The hidden costs of running a separate CRM and dialer, and how an integrated platform eliminates data silos.

February 15, 2026

Insurance Lead Types Explained

Complete guide to insurance lead types. Costs, conversion rates, pros/cons for aged, shared, exclusive, live transfer, and referral leads.

February 14, 2026

Reduce Agent Attrition

The real cost of agent turnover and 10 proven strategies to reduce attrition in insurance call centers. ROI analysis included.

February 12, 2026

Cost Per Acquisition Guide

CPA formulas, industry benchmarks by insurance line, and 7 proven strategies to reduce your cost per acquisition.

February 10, 2026

DNC List Compliance Guide

Complete guide to DNC compliance. Federal vs state lists, scrubbing requirements, EBR exemptions, penalties, and automated compliance.

February 7, 2026

Auto vs Power vs Predictive Dialer

Detailed comparison of auto, power, and predictive dialers for insurance. Pros, cons, compliance, and which is best for your agency.

February 6, 2026

TCPA Compliance Guide 2026

Complete guide to TCPA compliance for insurance call centers. Consent rules, DNC requirements, penalties, and how AI monitoring keeps you compliant.

February 5, 2026

Scaling Your Inbound Call Center

How AgentTech's Publisher Queue architecture lets you scale from 5 to 50 publishers without losing conversions or control.

February 3, 2026

Call Publisher Performance Metrics

Track the key metrics that separate high-quality call publishers from underperformers in your inbound call center.

February 1, 2026

Number Pooling & Click Attribution

Learn how Dynamic Number Insertion connects phone calls to their exact marketing source.

January 30, 2026

Supervisor Call Controls

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

January 26, 2026

5 Call Routing Strategies

Optimize lead routing with AI-powered performance tracking.

January 20, 2026

The Future of AI in Insurance

Discover how AI is transforming insurance call centers.

January 18, 2026

Insurance Compliance Made Simple

Learn how AI is simplifying compliance for insurance agencies.

January 15, 2026

AgentTech vs Traditional PBX

Why modern insurance agencies are ditching legacy PBX hardware.

January 10, 2026

AgentTech Adds AI Agents

AI Agents can autonomously handle inbound and outbound calls.

December 20, 2025

AI Sales Coach

Real-time coaching during live calls to improve conversions.

December 15, 2025

Call Transcription Best Practices

How to leverage AI transcription for compliance and training.

December 5, 2025

AgentTech vs CCaaS Platforms

Comparing purpose-built insurance dialers to generic CCaaS solutions.

November 28, 2025

Shelter Rock Investment

Funding to accelerate AI development and market expansion.

November 20, 2025

AI Mock Calls Launch

Press release announcing the AI mock calls feature.

Clear filters →

Stay Updated

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