Product Features
AgentTech Dialer Features
Deep dives into AgentTech Dialer features — what each tool does, why we built it, and how to deploy it inside an insurance call center workflow. Written by the product team that built each feature.
AgentTech Dialer Features
Built-In Performance Reviews for Insurance Agency Managers
Review templates, calibration, and agent-facing visibility — the structure that makes performance reviews reliable and fair.
Read the articleRecording Playback for Insurance Agency Supervisors: From Search to Coaching
Find a recording, scrub it, share it, and turn it into coaching — the supervisor workflow that makes recordings actually useful.
Read the articleReal-Time Dashboards for Insurance Agency Floor Supervisors
The 8 widgets that matter on a live agency floor dashboard — and how supervisors should respond to each.
Read the articleCustom Reports for Insurance Agency Owners: 5 Reports That Run Your Agency
The 5 must-have agency reports — daily floor, weekly persistency, monthly carrier P&L, quarterly attrition, annual compliance — and how to build each one.
Read the articleAI Sales Coach at Insurance Agencies: Replacing the Floor Manager Who Can't Listen to Every Call
A 50-agent agency generates 5,000+ calls per week; no human supervisor can review even 5%. AI coaching closes the gap by scoring every call and surfacing coachable moments.
Read the articleMulti-Tenant Insurance Agencies: How to Manage 5 Sub-Agencies in One Dialer
The agency-of-agencies model: permissions, billing, reporting, and operational separation between sub-agencies that share infrastructure.
Read the articleAccident Insurance: The Cross-Sell Most Insurance Agencies Skip
Workplace and individual accident coverage benchmarks for working-age books — and why most agencies leave the attach on the table.
Read the articleHospital Indemnity Cross-Sell: An Agency-Level Operational Playbook
Hospital indemnity is the highest-margin Medicare supplement attach. How agencies systematize the cross-sell across all agents.
Read the articleBoosting ACA Dental + Vision Attach Rates Across Your Insurance Agency
Ancillary attach is the highest-margin ACA upsell. Agency-level operational levers for moving the number.
Read the articleInside the AgentTech Dialer Marketplace: Turn On Vetted Lead Campaigns Without Leaving Your Dialer
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.
Read the articleContact 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.
Read the articleBuilding 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.
Read the articleCustom 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.
Read the articleKnowledge 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.
Read the articleInternal 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.
Read the articleWallet 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.
Read the articleTwo-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.
Read the articleTime Tracking for Remote Insurance Agents: Accountability Without Micromanagement
How built-in time tracking shows agents' active time, status changes, and productivity patterns.
Read the articleCall 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.
Read the articleListen In, Whisper In, Barge In: Essential Supervisor Call Controls
Master the three essential supervisor call controls for real-time agent coaching.
Read the articleSee it on your own calls.
AI compliance scoring, the live coach, and the built-in CRM in a thirty-minute demo.