Insurance Brokerage Call Center Software

Insurance brokerage call center software is a calling platform designed for brokerages that sell policies from multiple carriers. AgentTech provides the dialer, CRM, recording + transcription, and AI compliance scoring; quoting and binding still happen in each carrier's own portal.

AgentTech lets brokerages run separate campaigns per carrier or product line in a single platform — each campaign with its own script, disclosures, dial mode, and AI compliance ruleset. Reporting rolls up across campaigns so the brokerage owner sees production by carrier and by agent in one place.

Yes. AgentTech supports hierarchical team structures with supervisor dashboards, team-level reporting, queue management across teams, and role-based access controls — ideal for brokerages with multiple agent teams selling different product lines.

Two layers: an in-call AI Sales Coach that prompts the agent on script and disclosure language as the conversation unfolds, plus AI compliance scoring that reviews every recorded call against the disclosures and prohibited-language rules you configured per campaign. Recording + transcription is captured on every call for the audit trail.