AgentTech 360 is now generally available for FMOs and IMOs. Read the announcement

The #1 AI-Powered Insurance Dialer

Inbound queues, outbound dialing, AI compliance scoring, and a built-in CRM. One $50 license per seat unlocks every feature; calling, texting, and AI are billed by usage.

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Introducing AgentTech 360 The operating system for FMOs

One dialer for inbound and outbound, built to keep your agency compliant, call after call.

Advanced queue architecture

Hierarchical routing from call sources to your agents or outside partners, decided in real time from the database, not a static config file.

Publisher queues
Every call source gets its own queue and its own SIP address, with rules for where it is allowed to route.
Global queues
Aggregate availability across teams and distribute round-robin, with failover when a queue goes offline.
Standard queues
Where your agents sit. One inbound sales queue can take calls from five publishers at once.
External queues
Hand calls to another dialer or partner platform through webhooks, with a complete audit trail.
Smart routing
Skills, state licensing, and priority decide who gets the call, with call caps per agent.
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Calling and texting

Voice and SMS in one interface, so agents stop juggling tools mid-conversation.

Inbound and outbound calling
Queue routing, click-to-dial from the CRM, transfers, conferencing, and voicemail.
Two-way SMS
Send and receive texts with the full conversation history on the contact record.
Automated replies
Auto-responses and bulk messaging for follow-ups and campaigns.
Five dial modes
Preview, progressive, power, predictive, and auto dialing for outbound campaigns.
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AI Voice Agents

Autonomous voice agents that answer inbound calls, place outbound calls, and hand off to a licensed agent with the full context. Run them as a receptionist, a qualifier, or a training agent. Billed by the minute.

Receptionist
Answers every call 24/7, greets by campaign, routes by intent and state, books appointments, and takes messages after hours.
Qualifier
Asks the qualifying questions, checks eligibility, and warm-transfers ready prospects to an available licensed agent with the transcript attached.
Outbound
Appointment reminders, follow-ups, lead nurturing, and callbacks placed automatically inside your calling windows.
Training agent
AI Mock Calls dial agents on a Training Queue as realistic prospects, drilling the exact skills transcription and compliance scoring flagged for that agent. $0.15 per minute.
Compliance-first
Every AI conversation is recorded, transcribed, and scored exactly like a human call.
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AI compliance scoring

Every recorded call is scored against your compliance ruleset, with a scorecard for audits and coaching.

Pre-built for insurance
Medicare Parts A and B verification, TPMO disclaimer, recording disclosure, health information disclaimers, and consent.
Your own questions
Add agency, carrier, or state-specific requirements and the AI checks for those too.
100% coverage
No sampling and no manual review queue. Every recording gets scored.
Supervisor review
Flagged calls surface for supervisors with the transcript and the score side by side.
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AI transcription

Speech-to-text on every call, searchable and stored alongside the recording.

Live transcription
Text appears as the conversation happens, not after the call ends.
Insurance vocabulary
Tuned for carrier names, plan types, and Medicare terminology.
Searchable history
Find any call by what was said, then jump straight to the recording.
Usage pricing
$0.50 per hour of audio, billed from your prepaid wallet.
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AI Sales Coach

Real-time coaching while the agent is on the call: suggestions, objection handlers, and knowledge from your own playbook.

Smart suggestions
Talking points and responses appear as the AI follows the conversation.
Objection handling
Instant scripts for the objections your team hears most.
Battle cards
Competitor and plan comparisons ready the moment a name comes up.
Your knowledge base
Load agency-specific information so the coach speaks your language.
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Built-in CRM

Contacts, calendar, and history live inside the dialer, at no extra cost.

Contact management
Detailed profiles with custom fields, tags, notes, and advanced search.
Calendar and scheduling
Appointments, callbacks, and follow-ups with automated reminders.
Interaction timeline
Calls, texts, notes, and appointments tracked automatically in one place.
No second subscription
Skip the separate $75-150 per seat CRM most dialers assume you already pay for.
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Custom automations

Triggers, logic, and actions built into the dialer and CRM, so follow-up runs itself.

Triggers
Call events, contact updates, dispositions, and time intervals.
Logic
If/else conditions, delays, and webhooks to outside systems.
Actions
Texts, emails, appointments, tags, and task routing.
Examples
Text a customer after a sale, email after a missed call, book an appointment automatically.
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Browser-based dialer

No desk phones, no downloads, no PBX. Agents log in from any modern browser and start taking calls.

WebRTC calling
Clear audio in the browser with no plugins to install.
Work from anywhere
Any device, any location, same interface. Built for remote and hybrid teams.
Optional SIP phones
Traditional desk phones still work if some agents prefer them.
No hardware spend
Skip the desk phone purchase for every seat.
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Built-in CRM

Contacts, calendar, and history live inside the dialer, at no extra cost.

Contact management
Detailed profiles with custom fields, tags, notes, and advanced search.
Interaction timeline
Calls, texts, notes, and appointments tracked automatically in one place.
Dispositions and tags
Standard and custom dispositions after every call, feeding reports and automations.
No second subscription
Skip the separate $75-150 per seat CRM most dialers assume you already pay for.
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AI Voice Agents

Voice agents that answer, qualify, follow up, and train your team, unlocked on every seat and billed by the minute.

Receptionist
24/7 answering, intent and state routing, appointment booking, after-hours messages.
Qualifier
Qualifying questions and eligibility checks, then a warm transfer to a licensed agent with the transcript.
Outbound
Reminders, follow-ups, and callbacks placed automatically inside your calling windows.
AI Mock Calls
Realistic practice calls that target what transcription and compliance scoring flagged for each agent. $0.15 per minute.
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SMS texting

Two-way texting from the same screen as the call, with every message on the contact record.

Send and receive
Text from the dialer without switching apps or numbers.
Conversation history
The full thread stays with the contact for every agent who works it.
Automated replies
Auto-responses and follow-up texts triggered by call outcomes.
Bulk messaging
Campaign texts to segments, with opt-out handling built in.
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Calendar and callbacks

Book the next conversation before hanging up, and let reminders do the chasing.

Appointments
Schedule directly from the call screen onto the agent or team calendar.
Callbacks
Callbacks queue automatically and surface at the right time.
Automated reminders
Text and email reminders go out without anyone remembering to send them.
Shared visibility
Supervisors see every booked appointment across the floor.
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Call recording

One recording system for calls and voicemail, stored for compliance and coaching.

Every call captured
Inbound and outbound, on every queue, without per-seat add-ons.
Compliance-safe storage
Retention that fits Medicare and state requirements.
Searchable playback
Find a recording by agent, disposition, or what was said.
Coaching from the tape
Supervisors annotate and share clips with the team.
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AI transcription and coaching

Every call becomes text as it happens, and the AI Sales Coach uses it to help in real time.

Live transcription
Text appears as the conversation happens, not after the call ends.
AI Sales Coach
Talking points, objection handlers, and compliance prompts while the agent is still talking.
Searchable history
Find any call by what was said, then jump to the recording.
Usage pricing
$0.50 per hour of audio, billed from your prepaid wallet.
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Dynamic scripts

The right script for the call that just connected, filled with the caller's details.

By queue and call source
A Medicare inbound queue and a final expense publisher get different scripts.
By agent
Adjust wording for new agents or licensed states.
Custom fields
Caller and campaign data merge into the script as the call starts.
Inside the dialer
No second window. The script sits next to the call controls.
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Supervisor tools

Hear the floor from anywhere and step into a call when it matters.

Listen
Monitor any live call silently.
Whisper
Coach the agent without the caller hearing.
Barge
Join the call when a supervisor needs to take over.
Real-time dashboards
Queue depth, agent status, and compliance flags on one screen.
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Reporting and API

Reports at every level, and an API that lets you build the ones we did not.

Queue, publisher, and agent reports
Volume, conversion, handle time, and compliance scores at each level.
Custom reports
Build and schedule reports on any field the dialer captures.
200+ REST endpoints
Contacts, calls, queues, dispositions, and availability, all scriptable.
Webhooks
Push call events to your CRM, data warehouse, or lead vendor in real time.
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1M+ calls processed, and every recording scored for compliance.

Recording disclosure, TPMO disclaimer, Medicare verification, and your own custom questions, checked automatically after every call.

See how it works
Read how the compliance engine works

How a call moves through AgentTech

When the leads are pouring in, every call still follows the same four steps.

Routing, scripting, scoring, and follow-up happen inside the dialer, so agents stay on the phone instead of switching tabs.

  1. A monitor showing an incoming call routed to one highlighted agent out of five, with a ringing desk phone below
    01 Before pickup

    Route the call

    Skills, state licensing, and queue priority pick the right agent in real time, whether the lead came from a publisher, a campaign, or a callback.

  2. An agent on a headset working a call, with the script and AI Sales Coach suggestions on her monitor
    02 During the call

    Work the call

    The script fills in with the caller's details while the AI Sales Coach surfaces talking points, objection handlers, and compliance prompts as the conversation happens.

  3. A supervisor reviewing a call scorecard with a score gauge, compliance checks, and one flagged item
    03 The moment it ends

    Score the call

    Every recording is transcribed and scored against your compliance rules, with a scorecard ready for supervisor review. No sampling, no manual queue.

  4. A phone showing texts sent automatically, with a calendar booking and automation steps on the monitor behind it
    04 Minutes later

    Follow up automatically

    The call outcome triggers texts, emails, callbacks, and calendar bookings on its own, so the next touch never waits on a manual step.

For FMOs and IMOs

The call is where the money starts. AgentTech 360 follows it to the payout.

One tenant, one agency tree, one policy record. Downline agencies, field brokers, and the call center on the same platform, with commissions, contracting, quoting and enrollment, and compliance built in.

  1. LeadAn inbound call or a field lead, with recording and source.
  2. SoldThe sale is dispositioned with the required application data.
  3. SubmittedProduction that is not yet in force.
  4. IssuedThe carrier has put the policy in force.
  5. PaidA statement line matched the policy. Chargebacks are surfaced.
  6. RetainedPersistency tracked, with lapse and chargeback exceptions.
Explore AgentTech 360 Contact sales

Already on the dialer? The AgentTech 360 workspaces are in your admin dashboard, and the $50 seat is unchanged. Read the announcement

“AgentTech Dialer reduced our cost per acquisition by 20%. We’re reaching more qualified leads and closing faster than ever.”
Justyn Lucas, Agency Owner, Phoenix Rise Insurance

Every dialer feature is in the $50 seat.

One flat license per agent unlocks the dialer, the CRM, and every AI feature. No tiers, no upsells. Usage is billed separately from a prepaid wallet: VoIP by the minute, texts by the message, AI Agent voice by the minute, and AI analysis by usage. AgentTech 360 for FMOs is quoted per organization.

Usage rates: VoIP $0.025 per minute, AI transcription $0.50 per hour, local numbers $1.50 per month, toll-free numbers $3.50 per month. Text messages, AI Agent voice minutes, and AI compliance analysis are also billed by usage. Full pricing

Which AgentTech is for you?

One platform, four ways in. Start where your business is; the rest is already connected.

Agency or call center

AgentTech Dialer

Inbound queues, five dial modes, the built-in CRM, and AI compliance scoring on every call, for a flat $50 per seat plus usage.

See how the dialer works FMO or IMO

AgentTech 360

The agency hierarchy, commissions, contracting, quoting and enrollment, and the call center on one record. Quoted per organization.

Explore the platform Carrier

Compliance and fraud indicators

Every recorded call scored against Medicare and state rules, with the indicators that catch enrollment fraud before it becomes a complaint or a chargeback.

See the compliance engine Lead publisher or call buyer

Lead Marketplace and Call Routing

Vetted campaigns and real-time bidding routed straight into agency queues, with every call compliance scored and one invoice.

Visit the marketplace

Which dialer is right for your agency?

Schedule demo
Feature AgentTech$50per seat, per month Dialpad$95-170per seat, per month Five9$150-200+per seat, per month
Built-in CRM, no separate subscription
AI compliance scoring built for insurance
State license routing
Supervisor listen, whisper, and barge
Preview, progressive, power, predictive, and auto dialing
Flat per-seat price, usage billed separately

Competitor pricing and features are taken from publicly listed plans for comparable contact center tiers. See the detailed comparisons

One email a month on running a better insurance call center.

FAQs

Still have questions?

What is AgentTech Dialer?

AgentTech Dialer is an AI-powered insurance communication platform with compliance scoring, real-time call transcription, intelligent routing, and a built-in CRM, all unlocked by a flat $50 license per seat per month. Calling, texting, and AI are billed by usage.

How much does AgentTech Dialer cost?

$50 per seat per month is a flat license that unlocks every platform feature plus the built-in CRM; nothing is tiered. Usage is billed separately from a prepaid wallet: VoIP minutes, text messages, AI Agent voice minutes, and AI analysis such as transcription and compliance scoring. There are no setup fees and no hardware to buy.

Does AgentTech Dialer include a CRM?

Yes. Contact management, calendar scheduling, SMS texting, interaction history, and automated workflows are included in the seat license (texts billed per message).

Is AgentTech Dialer compliant with insurance regulations?

AgentTech includes AI compliance scoring on every recorded call plus an in-call AI Sales Coach designed around Medicare and insurance regulations, so potential issues are flagged for supervisor review.

Do I need desk phones or a PBX?

No. Agents work from any modern browser with a headset. Queues, voicemail, and recording run in the cloud, and traditional SIP phones are still supported if you want them.

What is the difference between AgentTech Dialer and AgentTech 360?

AgentTech Dialer is the $50 per seat call center for agencies: inbound and outbound queues, five dial modes, the built-in CRM, AI compliance scoring, and the AI Sales Coach. AgentTech 360 is the operating system for FMOs and IMOs. It includes the dialer as its telephony workspace and adds the agency hierarchy, commissions, contracting, quote and enroll, network, and analytics on one record. The dialer is licensed per seat; AgentTech 360 is quoted per organization.

Can I license Commissions without the rest of AgentTech 360?

Yes. Commissions is an independent module. Import carrier statements, match each line to a submitted policy, approve the payout cycle, and agents are paid by ACH. When you are ready, the rest of AgentTech 360 is already wired to it.

Something else? Contact us

See it on your own calls, or your own hierarchy.

A live demo takes about thirty minutes. Agencies get a queue, a call, and a scorecard. FMOs bring an agency tree and a carrier statement and watch it reconcile.

Schedule demo Explore AgentTech 360