How It Works
See how AgentTech Dialer transforms your insurance agency with AI-powered call distribution, AI compliance scoring on every recorded call, and intelligent routing—with included CRM features at no extra cost.
Simple 3-Step Process
Get started with AgentTech Dialer in minutes, not months
Setup & Configure
Create your account, configure AI compliance rules, set up call queues, and import your contacts. Built-in CRM features are ready to use instantly.
Make Calls with AI Assistance
Agents make calls with an in-call AI Sales Coach, automatic transcriptions, and intelligent call routing. Every recorded call is then scored by AI for compliance. Send texts, schedule appointments, and manage contacts—all from one dialer interface.
Track & Optimize
Monitor call performance, review AI-generated compliance reports, analyze agent metrics, and optimize your call center operations for maximum results.
Key Features
Everything you need to succeed with AI-powered dialing
AI-Powered Dialing
Advanced AI handles conversations naturally, adapting to different scenarios and customer responses.
AI Compliance Scoring
Every recorded call is scored by AI against your compliance ruleset, with flagged issues surfaced for supervisor review.
Real-Time AI Transcription & Coaching
AI transcribes calls in real-time and provides live coaching suggestions to agents based on your knowledge base—like having an expert on every call.
Marketing Automation
Build sophisticated automations to send texts, emails, book appointments, and more—triggered by calls, contact updates, or time intervals.
Advanced Analytics
Comprehensive analytics and reporting to track performance and optimize your campaigns.
Bonus: CRM Features Included Free
Get powerful CRM functionality at no extra cost—features that would cost $75-150/month elsewhere.
Contacts
Complete contact database with detailed profiles, custom fields, tags, and full search capabilities.
Calendar
Schedule appointments, set callbacks, and manage follow-ups. Automated reminders ensure nothing falls through the cracks.
Texting
Send and receive SMS directly in the dialer. Full message history synced with each contact record.
History
Complete interaction timeline—calls, texts, notes, appointments—all automatically tracked in one place.
Why Choose AgentTech Dialer?
AgentTech Dialer is designed specifically for insurance agencies, with features and compliance tools that traditional dialers simply can't match.
- Save $102,000-144,000 annually vs competitors + CRM
- AI compliance scoring on every recorded call
- In-call AI Sales Coach with searchable transcripts
- Setup in minutes, not months
Ready to Get Started?
See how AgentTech Dialer can transform your insurance agency's calling operations.