How It Works

See how AgentTech Dialer transforms your insurance agency with AI-powered call distribution, compliance monitoring, and intelligent routing—with included CRM features at no extra cost.

Simple 3-Step Process

Get started with AgentTech Dialer in minutes, not months

1

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.

2

Make Calls with AI Assistance

Agents make calls with real-time AI compliance monitoring, automatic transcriptions, and intelligent call routing. Send texts, schedule appointments, and manage contacts—all from one dialer interface.

3

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.

Compliance Monitoring

Real-time compliance monitoring ensures every call meets regulatory requirements automatically.

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-powered compliance monitoring
  • 99.9% compliance rate
  • Setup in minutes, not months

Ready to Get Started?

See how AgentTech Dialer can transform your insurance agency's calling operations.