Jason Patel

Solutions Engineer

Jason designs and implements technical solutions for AgentTech customers. His articles cover platform architecture, AI agent deployments, API integrations, speech analytics, and the technology stack that powers modern insurance call centers.

Articles by Jason Patel

Technology April 20, 2026

Best Dialer Modes for Final Expense: Preview vs Power vs Progressive vs Predictive

Which dialer mode actually closes the most final expense policies? A data-driven look at preview, power, progressive, and predictive dialing for senior-aged FE leads.

Technology April 15, 2026

AI Agents for Claims FNOL Intake: What to Automate + How to Handoff

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

Technology April 6, 2026

Omnichannel Communication: Reaching Medicare Beneficiaries Where They Are

How to coordinate phone, SMS, and email outreach for a consistent beneficiary experience and higher contact rates.

Technology April 4, 2026

How Small Insurance Agencies Compete with Large Carriers Using Technology

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

Technology March 21, 2026

Skills-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.

Technology March 20, 2026

The 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.

Technology March 9, 2026

Integrating Your Lead Vendor with AgentTech: A Developer's Guide

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

Technology March 4, 2026

Speech Analytics for Insurance Call Centers: Turning Conversations into Data

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

Technology February 26, 2026

The Queue Availability API: Let External Partners Check Your Capacity in Real Time

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

Technology February 25, 2026

The State of Insurance Call Centers in 2026: Trends and Predictions

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

Technology February 24, 2026

AI for Insurance Claims Call Centers: FNOL Workflows + Best Practices

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

Technology February 24, 2026

The AI-Ready Insurance Call Center Stack (2026): Architecture + Tooling

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

Technology February 18, 2026

Sentiment Analysis on Insurance Calls: Reading the Room in Real Time

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

Technology February 17, 2026

Why Your Insurance CRM and Dialer Should Be the Same Platform

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

Technology February 7, 2026

Auto Dialer vs Power Dialer vs Predictive Dialer: Which is Right for Insurance?

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

Technology February 1, 2026

Number Pooling & Click Attribution: Track Every Call to Its Source

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

Technology January 28, 2026

AI Mock Calls: Train Insurance Agents at $0.15/Min vs $30/Hr

Practice Medicare sales scenarios with AI at just $0.15/minute.

Technology January 20, 2026

The Future of AI in Insurance Call Centers

Discover how AI is transforming insurance call centers.

Technology December 20, 2025

AI Sales Coach: Real-Time Guidance for Insurance Agents

Real-time coaching during live calls to improve conversions.