Progressive Dialer

Looking for a progressive dialer for your insurance call center? Before you choose, understand the compliance implications. AgentTech takes a compliance-first approach with agent-initiated calling that keeps you safe while maximizing productivity.

Agent-initiated calls Fully compliant $50/seat
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What is a Progressive Dialer?

A progressive dialer automatically dials one number at a time, waiting for an agent to become available before placing the next call. Unlike predictive dialers that dial multiple numbers simultaneously, progressive dialers maintain a 1:1 ratio—one call per agent—which eliminates abandoned calls.

However, the key distinction for insurance agencies is that progressive dialers still auto-initiate the call—the system dials without the agent clicking. For Medicare and insurance sales, this can create compliance concerns since CMS and TCPA regulations scrutinize automated dialing systems.

Compliance Consideration: For Medicare and regulated insurance sales, CMS guidelines restrict auto-dialing systems. AgentTech uses a preview/click-to-call approach where the agent always initiates the call—keeping you compliant while still dramatically improving efficiency.

Types of Dialers Compared

Understanding the difference matters for compliance

Recommended

Preview/Power Dialer

Pre-loads the next number but waits for the agent to click. Agent sees prospect info before calling. Fully compliant for insurance.

AgentTech uses this approach

Caution

Progressive Dialer

Automatically dials the next number when agent becomes available. Less agent control—potential compliance issues for regulated industries.

Check regulations first

Risk

Predictive Dialer

Dials multiple numbers simultaneously, connecting answered calls to available agents. Creates abandoned calls—risky for insurance.

Not recommended for insurance

Why AgentTech Uses Agent-Initiated Calling

The efficiency of automation with the compliance of human control

Regulatory Compliance

Agent-initiated calls satisfy TCPA, CMS, and state insurance regulations. No abandoned calls, no robocall accusations.

Prospect Preview

Agents see contact info, notes, and history before clicking. Better prepared conversations lead to better outcomes.

Faster Call Rates

Agents spend time talking, not dialing. Pre-loaded numbers with one-click calling means more conversations per hour.

AI Compliance Scoring

Real-time monitoring flags compliance issues during calls. Protect your agency from costly violations.

Automatic Transcription

Every call transcribed in real-time. Review conversations, train agents, and maintain compliance records.

Built-in CRM

No separate software needed. Manage contacts, track interactions, and schedule follow-ups in one platform.

How AgentTech Dialer Works

All the efficiency of a progressive dialer, without the compliance risk

1

Upload Your List

Import contacts or sync from your lead source. DNC checking built-in.

2

Number Pre-Loads

Agent sees prospect info and the number is ready. No manual typing.

3

Agent Clicks to Call

One click initiates the call. Agent-initiated = compliant.

4

AI Monitors Live

Real-time transcription and compliance scoring during every call.

Progressive Dialer vs AgentTech Dialer

Same efficiency gains, better compliance posture

Feature Progressive Dialer AgentTech Dialer
Call Initiation System auto-dials Agent clicks to call
TCPA Compliance Potential risk Fully compliant
CMS/Medicare Safe Check regulations Agent-initiated = safe
Prospect Preview Limited or none Full info displayed
AI Compliance Monitoring Not included Real-time AI scoring
Built-in CRM Separate cost Included

Frequently Asked Questions

A progressive dialer automatically dials the next number as soon as an agent becomes available, but only dials one line per agent. It combines the automation of predictive dialing with the compliance safety of power dialing—no multi-line dialing means no abandoned calls.

Progressive dialers dial one line per available agent (zero abandonment risk). Predictive dialers dial multiple lines per agent using algorithms (higher efficiency but abandonment risk). For insurance compliance, progressive dialing is generally the safer choice.

Yes, progressive dialing offers an excellent balance of efficiency and compliance for insurance sales. It's faster than preview dialing but safer than predictive dialing, making it ideal for Medicare, health insurance, and life insurance outbound campaigns.

Progressive dialers typically enable 50-70 calls per hour per agent, compared to 60-80 for power dialers and 80-120 for predictive dialers. The slightly lower volume is offset by zero abandonment and better compliance positioning.

Ready for Compliant, Efficient Dialing?

Get the productivity gains of a progressive dialer with the compliance safety of agent-initiated calling. All at $50/seat.

Try AgentTech Dialer Now

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