Secure Call Recording

Every insurance call should be recorded—for compliance, training, and dispute resolution. AgentTech captures every conversation with automatic transcription, secure storage, and easy search. All included at $50/seat.

Automatic recording Secure storage Transcription included

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Why Record Every Insurance Call?

In insurance, what's said on a call can have legal and regulatory implications. Call recordings provide documentation when disputes arise, evidence for compliance audits, and material for training. For regulated industries, recording isn't optional—it's essential.

AgentTech records every call automatically. No extra steps for agents, no calls missed because someone forgot to click record. Combined with automatic transcription and AI analysis, your recordings become searchable, actionable assets.

Compliance Note: Many states require one-party or two-party consent for call recording. AgentTech helps you maintain compliance with configurable disclosure prompts and consent tracking.

How Insurance Agencies Use Call Recordings

Multiple benefits from a single capability

Compliance Documentation

When CMS, state regulators, or carriers ask for proof of what was said, you have complete recordings with timestamps and transcripts.

Agent Training

Use real call examples for training. Show new agents what great calls sound like. Review recordings during coaching sessions.

Dispute Resolution

When customers claim they were promised something different, recordings provide definitive proof of what was actually said.

Quality Assurance

Review calls to evaluate agent performance. Combined with AI scoring, identify patterns and opportunities for improvement.

Customer Insights

Understand what customers ask, object to, and care about. Use insights to improve scripts, training, and products.

Carrier Audits

Insurance carriers audit agent behavior. Recordings demonstrate compliance and protect your appointments.

Call Recording Features

Everything you need for compliant, useful call recordings

Automatic Recording

Every call recorded by default. No buttons to click, no calls missed. Configurable rules for specific queues or campaigns.

Secure Cloud Storage

Recordings stored securely in the cloud with encryption. No on-premise servers to maintain. Configurable retention periods.

Automatic Transcription

Every recording transcribed automatically. Read what was said without listening to the whole call. Search by keyword.

Easy Search & Playback

Find any recording by date, agent, customer, phone number, or transcript content. Stream playback instantly in browser.

Download & Export

Download recordings when needed for audits, legal matters, or external review. Export in standard formats.

Access Controls

Role-based permissions for who can access recordings. Agents can review their own calls. Supervisors access their teams.

Call Recording Options Compared

Why AgentTech's included recording beats add-on solutions

Feature	Standalone Tools	CCaaS Add-ons	AgentTech
Monthly Cost	$15-30/seat	$10-25/seat	Included
Transcription	Extra cost	Extra cost	Included
AI Analysis	Not available	Extra cost	Included
CRM Integration	Manual setup	Varies	Native
Storage	Limited/extra	Often limited	Generous

Explore More

AI-Powered Dialer AI Call Center Call Transcription Best Practices CMS Recording Requirements IVR Definition

Frequently Asked Questions

Yes, with proper consent. Federal law requires one-party consent, but 12 states require all-party consent (both parties must be notified). AgentTech automatically detects the called party's state and plays the appropriate recording disclosure, ensuring compliance in all 50 states.

CMS requires Medicare-related recordings to be retained for 10 years. State requirements vary from 3-7 years for other insurance lines. Best practice is 10 years for all insurance recordings. AgentTech provides compliant cloud storage with configurable retention policies.

Yes. AgentTech's AI transcription makes every recording fully searchable by keyword, phrase, or topic. Search across thousands of calls to find specific compliance issues, sales techniques, or customer mentions in seconds.

No. AgentTech's recording technology captures audio at the server level with zero impact on call quality or latency. Both parties experience identical call quality whether recording is active or not.

Ready for Complete Call Recording?

Recording, transcription, and AI analysis—all included at $50/seat.