Intelligent Call Routing
for Insurance Agencies

Route every call to the right agent automatically. Skills-based distribution, state license matching, and AI-powered queue optimization ensure prospects always connect with qualified, licensed agents.

License Matching Skills-Based $50/seat
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What is Intelligent Call Routing?

Intelligent call routing uses rules, skills, and data to automatically direct incoming calls to the most qualified available agent. For insurance agencies, this means matching callers with agents who hold the right state licenses, specialize in the caller's product interest, and have the experience to close the sale.

Unlike basic round-robin distribution, intelligent routing considers agent skills, current workload, historical performance, and even time of day to optimize every connection.

Insurance-Specific: AgentTech automatically verifies state licenses before routing, ensuring Medicare and ACA calls only reach properly licensed agents.

Routing Features for Insurance

Every routing rule designed for insurance compliance and conversion.

  • State license verification before routing
  • Skills-based distribution (Medicare, ACA, life, P&C)
  • Priority routing for hot leads and VIP clients
  • Overflow and failover rules for busy periods
  • Real-time queue visibility and management

Routing Intelligence

100%
License compliant
Smart
Skills matching
Zero
Misrouted calls

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Frequently Asked Questions

Intelligent call routing uses data and algorithms to direct calls to the most appropriate agent based on multiple criteria: state licensing, product expertise, language skills, performance history, current availability, and custom business rules. It goes beyond simple round-robin distribution.

AgentTech checks each agent's state insurance licenses in real-time. When a call comes in, the system identifies the caller's state and routes only to agents licensed in that state. This prevents compliance violations from unlicensed agents handling out-of-state calls.

Yes. AgentTech's AI-powered routing tracks agent conversion rates by state and product line, then automatically adjusts routing to send leads to the agents most likely to convert. High-performing agents for specific states get more leads for those states.

ACD distributes calls based on availability and simple rules. Intelligent routing adds AI-powered decisions—performance-based weighting, multi-factor matching, and dynamic adjustment. AgentTech combines both for optimal call distribution.

Ready for Smarter Call Routing?

Match every call with the right licensed agent automatically. Try AgentTech today.

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Related Features

Call Transcription

Real-time speech-to-text
Call Recording

Secure compliance recording
Real-Time Coaching

AI guidance during calls
Compliance Monitoring

Medicare-specific violation detection
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