Megan Torres

Product Specialist

Megan helps agencies get the most from the AgentTech platform. She writes about new features, automation workflows, contact management, team chat, billing, and the product capabilities that streamline day-to-day operations for insurance call centers.

Articles by Megan Torres

Features April 8, 2026

Contact Sharing Across Teams: Private, Shared, and Agency-Wide Visibility

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

Features March 24, 2026

Building 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.

Features March 19, 2026

Custom 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.

Features March 17, 2026

Knowledge Bases for AI Coaching: Teaching Your AI About Your Products

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

Features March 15, 2026

Internal Team Chat for Remote Call Centers: Keep Your Team Connected

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

Features March 12, 2026

Wallet and Billing: Pay-As-You-Go Pricing with No Long-Term Contracts

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

Features March 6, 2026

Two-Way SMS for Insurance Agents: Turn Text Conversations into Enrollments

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

Features March 1, 2026

Time Tracking for Remote Insurance Agents: Accountability Without Micromanagement

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

Features February 24, 2026

Call Caps and Volume Controls: Protect Margins Without Losing Leads

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

Features January 30, 2026

Listen In, Whisper In, Barge In: Essential Supervisor Call Controls

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