AI & Technology
AI & Insurance Technology
AI, automation, voice technology, CRM, and the insurance-specific stack that lets a 10-agent agency outperform a 100-agent legacy operation. Practical engineering perspectives from AgentTech's solutions team.
AI & Insurance Technology
Click-to-Call from Your CRM: How Insurance Agencies Wire AgentTech to Salesforce, HubSpot, and More
Integration patterns for click-to-call from external CRMs — what the agent experience looks like, what gets logged where, and what agency IT needs to know.
Read the articleWhy Your Insurance Agency Doesn't Need Snowflake: AgentTech as Your System of Record
Small and mid-sized agencies running dialer, CRM, recordings, dispositions, and reporting in AgentTech already have a unified data layer. Adding Snowflake on top usually duplicates spend.
Read the articleDialer Pacing Math for Insurance Agencies: How Many Lines Per Agent
Pacing math across preview, power, and predictive — and why agency-level economics often favor more conservative pacing than vendors recommend.
Read the articleWorkforce Management for Insurance Agencies: Erlang C Without the Spreadsheet
Erlang traffic formulas applied to insurance call patterns; how agency principals plan staffing without a math degree.
Read the articleBest 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.
Read the articleAI 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.
Read the articleOmnichannel Communication: Reaching Medicare Beneficiaries Where They Are
How to coordinate phone, SMS, and email outreach for a consistent beneficiary experience and higher contact rates.
Read the articleHow 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.
Read the articleSkills-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.
Read the articleThe 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.
Read the articleIntegrating 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.
Read the articleSpeech Analytics for Insurance Call Centers: Turning Conversations into Data
How speech analytics extracts trends, keywords, and compliance patterns from thousands of recorded calls.
Read the articleThe 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.
Read the articleThe 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.
Read the articleAI 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.
Read the articleThe 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.
Read the articleSentiment Analysis on Insurance Calls: Reading the Room in Real Time
How real-time sentiment analysis detects beneficiary confusion, frustration, or buying signals.
Read the articleWhy 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.
Read the articleAuto 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.
Read the articleNumber Pooling & Click Attribution: Track Every Call to Its Source
Learn how Dynamic Number Insertion connects phone calls to their exact marketing source.
Read the articleAI Mock Calls: Train Insurance Agents at $0.15/Min vs $30/Hr
Practice Medicare sales scenarios with AI at just $0.15/minute.
Read the articleThe Future of AI in Insurance Call Centers
Discover how AI is transforming insurance call centers.
Read the articleSee it on your own calls.
AI compliance scoring, the live coach, and the built-in CRM in a thirty-minute demo.