The compliance-first approach to outbound calling. AgentTech's preview dialer shows agents complete prospect information, pre-loads the number, and waits for a click to call. Full efficiency, full compliance.
A preview dialer presents agents with contact information before dialing. The agent reviews the prospect's name, history, notes, and context—then clicks to initiate the call when ready. The number is pre-loaded but never auto-dialed.
This is the gold standard for insurance and Medicare sales. Unlike predictive dialers that auto-connect calls (creating abandoned call risks), preview dialers ensure every call is human-initiated—satisfying TCPA requirements and CMS guidelines.
Why Preview Matters for Insurance: CMS explicitly restricts "auto-dialer" systems for Medicare marketing. TCPA has strict rules about automated calls. Preview dialing keeps you compliant because the agent—not the system—initiates each call.
Why preview dialing is preferred for regulated industries
Simple, efficient, compliant
Next prospect from queue loads on screen with full details, history, and notes.
Agent reviews information and prepares for the conversation. Skip option available.
When ready, agent clicks the call button. Number is pre-typed but agent-initiated.
Real-time compliance monitoring, transcription, and coaching throughout the call.
Preview dialing isn't just about compliance—it actually produces better results. Prepared agents have better conversations.
Agent-initiated calling with full AI features. All at $50/seat.
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