What is the difference between an auto dialer and a predictive dialer?

An auto dialer pre-loads numbers for agents to call with one click (agent-initiated). A <a href="/solutions/predictive-dialer">predictive dialer</a> automatically dials multiple numbers simultaneously and connects answered calls to available agents. Auto dialers are safer for compliance since the agent initiates each call.

Can an auto dialer integrate with my CRM?

Most auto dialers offer CRM integrations. AgentTech goes further by including a full-featured <a href="/solutions/insurance-crm">insurance CRM</a> at no extra cost, eliminating integration complexity and saving $75-150/seat per month on separate CRM fees.

Auto Dialer

Looking for an auto dialer that keeps you compliant while maximizing agent productivity? AgentTech Dialer pre-loads numbers so your team can call with one click—staying compliant with insurance regulations.

One-click dialing Agent-initiated calls Fully compliant

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What is an Auto Dialer?

An auto dialer is software that automatically loads phone numbers from a list so agents can quickly place outbound calls. Instead of manually typing each number, agents see the next prospect's information pre-loaded and ready—they simply click to initiate the call.

AgentTech Dialer takes a compliance-first approach. Unlike predictive dialers that auto-connect calls (which can violate TCPA and CMS regulations), our auto dialer requires the agent to initiate each call with a click. This keeps you compliant while still dramatically improving efficiency.

Compliance Note: For Medicare and insurance sales, regulations require agent-initiated calls. AgentTech's auto dialer pre-types the number but the agent always clicks to call—keeping you compliant with CMS and state insurance regulations.

Types of Auto Dialers

Understanding the difference matters for compliance

Recommended

Preview/Power Dialer

Pre-loads the next number but waits for the agent to click. Agent sees prospect info before calling. Fully compliant for insurance.

AgentTech uses this approach

Caution

Progressive Dialer

Automatically dials the next number when agent becomes available. Less agent control—potential compliance issues for regulated industries.

Check regulations first

Risk

Predictive Dialer

Dials multiple numbers simultaneously, connecting answered calls to available agents. Creates abandoned calls—risky for insurance.

Not recommended for insurance

Benefits of AgentTech Auto Dialer

Speed and efficiency without sacrificing compliance

Faster Call Rates

Agents spend time talking, not dialing. Pre-loaded numbers with one-click calling means more conversations per hour.

Regulatory Compliance

Agent-initiated calls satisfy TCPA, CMS, and state insurance regulations. No abandoned calls, no robocall accusations.

Prospect Preview

Agents see contact info, notes, and history before clicking. Better prepared conversations lead to better outcomes.

AI Compliance Scoring

Real-time monitoring flags compliance issues during calls. Protect your agency from costly violations.

Automatic Transcription

Every call transcribed in real-time. Review conversations, train agents, and maintain compliance records.

Built-in CRM

No separate software needed. Manage contacts, track interactions, and schedule follow-ups in one platform.

How AgentTech Auto Dialer Works

Simple, compliant, and efficient

Upload Your List

Import contacts or sync from your lead source. DNC checking built-in.

Number Pre-Loads

Agent sees prospect info and the number is ready. No manual typing.

Agent Clicks to Call

One click initiates the call. Agent-initiated = compliant.

AI Monitors Live

Real-time transcription and compliance scoring during every call.

Auto Dialer vs Manual Dialing

The productivity difference is dramatic

Metric	Manual Dialing	AgentTech Auto Dialer
Calls Per Hour	15-20 calls	40-60 calls
Dialing Errors	Frequent	Zero
Prospect Info Ready	Manual lookup	Auto-displayed
DNC Checking	Manual/risky	Automatic
Call Recording	Separate system	Built-in
Compliance Monitoring	None	Real-time AI

Explore More

Insurance Dialer Call Recording Auto vs Power vs Predictive Dialer Call Routing Strategies TCPA Compliance Guide

References & Authoritative Sources

The information on this page is supported by the following official and authoritative sources.

1
TCPA - 47 U.S.C. § 227 Cornell Law
2
CMS Medicare Managed Care Marketing CMS
3
Medicare.gov - Official Medicare Information Medicare.gov

Frequently Asked Questions

Yes, auto dialers are legal for insurance sales when used properly. The key requirements are TCPA compliance (obtaining prior express consent for cell phones), DNC list scrubbing, and adhering to calling hour restrictions. AgentTech's auto dialer includes all compliance safeguards built-in.

An auto dialer pre-loads numbers for agents to call with one click (agent-initiated). A predictive dialer automatically dials multiple numbers simultaneously and connects answered calls to available agents. Auto dialers are safer for compliance since the agent initiates each call.

Auto dialer software typically costs $25-200 per seat per month. AgentTech's auto dialer costs $50/seat and includes compliance monitoring, call recording, transcription, and built-in CRM—features that would cost $150-300/seat with other providers.

Yes, you need prior express written consent to make autodialed or prerecorded calls to cell phones under the TCPA. For landlines, prior express consent (verbal) is sufficient for marketing calls. AgentTech tracks consent status automatically in the built-in CRM.

Most auto dialers offer CRM integrations. AgentTech goes further by including a full-featured insurance CRM at no extra cost, eliminating integration complexity and saving $75-150/seat per month on separate CRM fees.

Ready for a Compliant Auto Dialer?

Increase call volume without compliance risk. See AgentTech Dialer in action.