Sales Engagement
Platform for Insurance

Orchestrate multi-channel outreach with ease. Automated sequences across calls, SMS, and email keep prospects engaged while analytics show what's working.

Multi-Channel Automated $50/seat
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What is a Sales Engagement Platform?

A sales engagement platform (SEP) orchestrates outbound sales activities across multiple channels—calls, SMS, email—with automated cadences and detailed analytics. It helps sales teams be more consistent and effective.

For insurance agencies, a SEP ensures every lead receives systematic follow-up through the right channels, at the right times, with messaging that converts.

Proven Cadences: AgentTech includes insurance-specific engagement sequences optimized for Medicare, ACA, and life insurance sales.

Sales Engagement Features

Orchestrate outreach that converts.

  • Multi-channel automated sequences
  • Personalized outreach at scale
  • Engagement analytics and A/B testing
  • Task management for agents
  • Integration with CRM and dialer

Engagement Power

Multi
Channel
Automated
Cadences
Data
Driven

Explore More

Insurance Dialer Call Recording Cost Per Acquisition Guide Insurance Lead Types Average Handle Time

Frequently Asked Questions

A sales engagement platform combines multi-channel outreach (calls, emails, SMS), workflow automation, analytics, and CRM in one tool. For insurance, it orchestrates the entire sales process from first contact through policy issuance across all communication channels.

A CRM stores data about contacts and interactions. A sales engagement platform actively drives the sales process with automated sequences, multi-channel outreach, AI coaching, and performance analytics. AgentTech combines both—CRM data with active engagement tools.

Yes. AgentTech supports phone calls (inbound + outbound), SMS texting, and email from a single platform. Agents can call, text, and email from one interface, and all interactions are logged in the CRM for a complete communication history.

Yes. Build multi-step sequences that combine calls, SMS, and emails with configurable delays and triggers. For example: Day 1 call → Day 3 SMS → Day 7 email → Day 14 call. Sequences pause automatically when a prospect engages.

Ready to Transform Your Sales Outreach?

Orchestrate multi-channel engagement. 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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