What is AgentTech Dialer?
What is AgentTech Dialer?
AgentTech Dialer is a cloud-based call center platform built specifically for insurance agencies. Whether your team sells Medicare, Home Insurance, Solar, or Life Insurance, AgentTech Dialer gives you everything you need to run a modern, compliant, and high-performing call center — all from your web browser.
There is nothing to download or install. Simply open Google Chrome or Microsoft Edge, log in, and your entire call center is right there: calling, contact management, texting, email, live chat, a built-in calendar, AI-powered transcription, real-time coaching, compliance tools, automations, and detailed reporting.
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Why AgentTech Dialer Exists
Running an insurance call center is complex. You need to manage agents across multiple states, ensure every call meets compliance requirements, track sales performance, route leads to the right people, and keep your team coached and productive — all while keeping costs under control.
AgentTech Dialer was designed from the ground up to solve these challenges. Instead of cobbling together a phone system, a CRM, a texting platform, a compliance tool, and a reporting dashboard from five different vendors, AgentTech Dialer puts everything in one place. Your agents get a single screen where they can handle calls, manage contacts, send texts, and follow scripts. Your supervisors get a real-time dashboard where they can monitor performance, listen to live calls, and whisper coaching tips. And your agency admins get complete control over users, queues, phone numbers, dispositions, billing, and compliance — without ever needing to call tech support.
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Built for Insurance
Unlike generic call center software, AgentTech Dialer is purpose-built for the insurance industry. That means you get:
- Pre-built vertical templates for Medicare, Home Insurance, Solar, and Life Insurance — so you can get started quickly with industry-specific dispositions, compliance questions, and call scripts already configured
- State licensing support — route calls only to agents who are licensed in the caller's state
- Compliance tools — built-in compliance checklists that agents must complete during calls, ensuring every interaction meets regulatory requirements
- Insurance-specific reporting — track metrics that matter to insurance agencies, like Sales Completed, Cost Per Sale, and Conversion Rate
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Key Features at a Glance
AgentTech Dialer is packed with features designed to make your call center more productive, more compliant, and easier to manage. Here is a quick overview:
Calling
- Receive and make calls directly in your browser — no desk phones or softphones needed
- Smart call routing based on agent skills, state licensing, operating hours, and priority levels
- Call transfers and three-way conferencing
- Real-time call monitoring with Listen and Whisper modes for supervisors
Contact Management (CRM)
- Built-in contact database accessible from the Contacts page in the sidebar
- During every call, the Contact Information card appears on the right side of the dialer showing First Name, Last Name, Phone Number, Notes, and any custom fields your agency has configured
- Search, filter, and manage your contacts without leaving the platform
SMS Messaging
- Send and receive text messages from the SMS page in the sidebar
- Two-way texting tied to your assigned phone numbers
- Message history stored with each contact record
- Send emails directly from the platform
- Templates for common communications
Live Chat
- Built-in chat accessible from the Chat item in the sidebar
- Real-time messaging between team members
- Unread message counts shown as badges on the sidebar and in the top navbar
Calendar & Scheduling
- Full calendar accessible from the Calendar page in the sidebar
- On the dialer page itself, the Today's Schedule panel in the left column shows a collapsible day view with hourly time slots
- Click the Add Event button to quickly schedule follow-ups, callbacks, or appointments right from the dialer
- Events sync across the platform so you never miss a follow-up
AI-Powered Transcription
- Calls are automatically transcribed in real time
- Transcriptions are stored with each call record for easy review
AI Sales Coach
- During active calls, the AI Sales Coach panel appears in the right column of the dialer page
- The coach displays real-time coaching cards with suggestions, tips, and prompts based on what is happening in the conversation
- Helps newer agents stay on track and gives experienced agents an extra edge
Call Scripts
- The Call Script panel in the left column of the dialer page displays your assigned script
- Scripts are collapsible so agents can expand them when needed and collapse them when they are comfortable
- Agency admins can create and assign different scripts to different queues
Compliance Tools
- Built-in compliance checklists that agents must complete during or after calls
- Configurable question types including yes/no, carrier selection, agent selection, disposition selection, custom options, and free text
- Ensures every call meets your agency's regulatory requirements
Automations
- Set up automated workflows to handle repetitive tasks
- Trigger actions based on call outcomes, dispositions, or schedules
Reporting & Analytics
- Detailed reports accessible from the Reports page in the sidebar
- Track Total Calls, Sales Completed, Total Cost, Average Cost Per Sale, and Conversion Rate
- Filter by date range: Today, Last 7 Days, Last 30 Days, Week to Date, Month to Date, or Year to Date
- Export data for further analysis
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Smart Call Routing
One of the most powerful features of AgentTech Dialer is its intelligent call routing engine. When a call comes in, the system automatically finds the best available agent based on multiple factors:
- Skills-based routing — Calls are matched to agents who have the right skills for that type of call. For example, a Medicare enrollment call goes to agents trained in Medicare sales.
- State licensing — If the caller is in Florida, the call is routed only to agents who hold a valid Florida insurance license. This keeps your agency compliant and avoids costly violations.
- Operating hours — Calls are routed based on your configured business hours. If a queue is closed, the system can send the caller to voicemail, disconnect, or transfer to another destination based on your overflow settings.
- Priority levels — You can assign priority levels to queues and agents so that high-value calls get answered first.
- Routing strategies — Each queue can use a different routing strategy:
- Longest Idle — sends the call to the agent who has been waiting the longest
- Performance-based — routes calls to your top-performing agents first
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System Requirements
AgentTech Dialer runs entirely in your web browser. Here is what you need:
- Web browser: Google Chrome or Microsoft Edge (latest version recommended). These are the only fully supported browsers.
- Internet connection: A stable broadband connection is required. We recommend at least 10 Mbps download and 5 Mbps upload for reliable call quality.
- Headset with microphone: A USB or Bluetooth headset with a built-in microphone is strongly recommended. While you can use your computer's built-in microphone and speakers, a headset provides much better audio quality and reduces background noise.
- Microphone permission: When you first open the dialer, your browser will ask for permission to access your microphone. You must click Allow for calling to work.
- Operating system: Any operating system that runs Chrome or Edge — Windows, macOS, Linux, or ChromeOS.
- No installation required: There is no software to download or install. Just open your browser, navigate to your AgentTech Dialer URL, and log in.
Tips for Best Call Quality
- Use a wired internet connection instead of Wi-Fi when possible
- Close unnecessary browser tabs and applications to free up system resources
- Use a quality headset — this makes the biggest difference in how you sound to callers
- Make sure your browser is up to date
- Avoid running large downloads or streaming video while on calls
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Who Uses AgentTech Dialer?
AgentTech Dialer is designed for several different roles, each with their own set of tools and permissions:
Agents
Agents are the front-line team members who handle calls. When an agent logs in, they see the Dialer page along with sidebar access to Contacts, Calendar, SMS, Chat, and Voicemail. Their primary job is to answer incoming calls, follow scripts, fill in contact information, use the AI Sales Coach for guidance, and submit dispositions after each call.
Supervisors
Supervisors oversee agent performance in real time. In addition to everything agents can see, supervisors have access to the Supervisor Dashboard and Call Caps in the sidebar. The Supervisor Dashboard shows five key performance indicator (KPI) cards — Total Calls, Sales Completed, Total Cost, Average Cost Per Sale, and Conversion Rate — along with live agent status cards grouped by agency. Supervisors can Listen to live calls silently, Whisper coaching tips that only the agent can hear, and change agent statuses remotely.
Agency Admins
Agency Admins have complete control over their agency. They see everything supervisors see, plus access to Users, Queues, Phone Numbers, Dispositions, Skills, Settings, Reports, Compliance, Automations, and more in the sidebar. Agency Admins set up the entire operation: creating user accounts, building queues, purchasing phone numbers, configuring dispositions, funding the agency wallet, and managing compliance.
Agencies Admin (Multi-Agency)
The Agencies Admin role is for managers who oversee multiple agencies. They can switch between agencies using the agency selector dropdown that appears on every management page, giving them a unified view across their entire portfolio.
Super Admins
Super Admins have full platform-level access. They manage global settings, platform-wide compliance, queues, campaigns, and verticals across all agencies.
Publishers
Publishers work within the Leads Network. They have access to campaigns and a dedicated dashboard for managing lead flow into the system.
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Getting Started
Ready to dive in? Here is the recommended path:
- Create your account — If you are an admin, check out [Creating Your Account & First Login](#) to get set up
- Understand roles — Read [Understanding Roles & Permissions](#) to learn what each team member can access
- Set up your agency — Agency admins should follow the [Agency Admin Quick Start Guide](#) to configure users, queues, phone numbers, and more
- Start taking calls — Agents can jump right in with the [Agent Quick Start Guide](#)
- Monitor your team — Supervisors should read the [Supervisor Quick Start Guide](#) to learn how to use the dashboard and monitoring tools
AgentTech Dialer is designed to get your team up and running fast. Most agencies are fully operational within a single day. If you ever need help, our support team is just a click away.
Last updated: February 24, 2026