The Insurance Dialer
Built for Compliance

Generic dialers don't understand insurance. AgentTech was built from the ground up for insurance agencies—with AI compliance monitoring, Medicare-specific rules, and features that help agents sell more while staying compliant.

AI compliance scoring Medicare-ready $50/seat with CRM

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Why Insurance Agencies Need a Specialized Dialer

Insurance isn't like other industries. You're selling regulated products, dealing with sensitive health information, and facing strict compliance requirements from CMS, state insurance departments, and TCPA. A generic call center solution doesn't cut it.

AgentTech Dialer was purpose-built for insurance. Our AI understands Medicare compliance language, flags scope-of-appointment issues in real-time, and gives supervisors the tools to monitor agent performance against regulatory requirements—not just sales metrics.

Industry Reality: CMS penalties for Medicare marketing violations can reach $100,000+ per incident. Generic dialers can't protect you. AgentTech's AI monitors every call for compliance in real-time.

Built for All Insurance Lines

AgentTech works for agencies across the insurance spectrum

Medicare & Health

Medicare Advantage, Supplements, ACA, and group health with CMS compliance built-in.

Life Insurance

Term, whole life, final expense, and annuities with proper disclosure tracking.

P&C Insurance

Auto, home, commercial, and specialty lines with multi-product quoting support.

FMOs & Call Centers

Multi-agent operations with supervisor tools, team management, and enterprise reporting.

Insurance-Specific Features

Tools designed for how insurance agencies actually work

AI Compliance Monitoring

Real-time scoring for Medicare, TCPA, and state regulations. Get alerts before violations happen.

Call Transcription

Every call transcribed live. Search transcripts, review for training, document for compliance.

Real-Time Coaching Cards

AI-triggered prompts appear when agents need guidance on objections, competitors, or compliance topics.

Built-in Insurance CRM

Contact management, policy tracking, calendar scheduling, and SMS—no separate CRM cost.

Intelligent Routing

Route by state licensing, product certification, language, or custom rules. Database-driven, no complex IVR.

Performance Analytics

Track calls, conversions, compliance scores, and agent performance. Real-time dashboards for supervisors.

Why Agencies Save $102,000-144,000 Annually

Compare AgentTech to traditional CCaaS + CRM combinations

Cost Component	Traditional Stack	AgentTech
CCaaS Platform (50 seats)	$150-200/seat = $90,000-120,000/yr	Included
CRM Software	$50-75/seat = $30,000-45,000/yr	Included
Call Recording/Transcription	$20-30/seat = $12,000-18,000/yr	Included
Compliance Tools	$15-25/seat = $9,000-15,000/yr	Included
TOTAL (50 seats)	$141,000-198,000/year	$30,000/year

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References & Authoritative Sources

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

Frequently Asked Questions

An insurance dialer includes compliance features specific to insurance regulations—Medicare/CMS monitoring, state licensing-aware routing, scope-of-appointment tracking, and insurance-specific AI coaching. Regular dialers lack these features, putting agencies at risk of regulatory violations.

Insurance dialer software ranges from $50-300 per seat per month. AgentTech costs $50/seat with all features included (compliance AI, CRM, recording, transcription). Competitors like Five9 charge $150-200/seat for similar features, plus separate CRM costs.

Yes. AgentTech supports Medicare, health insurance, life insurance, P&C, final expense, ACA enrollment, and more. The AI compliance engine adapts to each line's specific regulatory requirements, and routing can be configured by product certification and state licensing.

Yes. AgentTech is browser-based, so there's no hardware to swap. Most agencies are fully operational within 24-48 hours. We help migrate your contacts, configure routing rules, and train your team. No long-term contracts—you can switch back if it's not the right fit.

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