: Power Dialer for life insurance agents
Call from your own local numbers inside the lead, and every call lands on that lead.
It comes with the CRM, because every call needs somewhere to land.
$79a month for the CRM + Dialer, plus phone usage at cost
Minutes, numbers, recording, and AI at what they cost us, with no markup.
Raymond Torres
On Call2:14
- Phone
- Local time
- Calling hours
- 12am8am8pm12am
Calls allowed 8:00am to 8:00pm where they live, set by Florida law. It is 2:14pm there, inside the window. - Your Notes
- Callback Scheduled · 1d ago
How Did It Go?
- No Answer
- Left Voicemail
- Reached Them
- Not Interested
- Not Qualified
- Callback Scheduled
- Appointment Set
- Sold
- Do Not Contact
- Bad Number
Hang up first, then pick how it went.
The CRM + Dialer in action
One lead, from your morning list to a policy in your Book.
Today
Your day starts with who to call: what you missed, who’s due, and who’s never been called.
Today
- Missed
- 0
- Due Today
- 2
- Not Called
- 3
- People to call today
- 4
Due Today
2- Linda Martinez2:14pm local timeCallable Now2:30pmCall
- Ruth Hayes1:14pm local timeCallable Now4:00pmCall
Dial More, Type Less
Power Dialing
One call after another, skipping anyone you can’t call yet, and every call logs itself.
Text From Your Phone
Tap Text From Your Phone on a lead and Messages opens with your text filled in.
Returned calls ring right in WRITTEN
A returned call rings in WRITTEN, and a notification on your phone opens the lead.
Saved Texts
Save a text once, and it fills in the next lead’s first name for you.
Local Numbers
Each lead hears from the number they last heard from, or one in their State, and your Primary number when you have none there.
Calling Hours Built In
It won’t call outside the hours the lead’s State allows, or past that State’s daily limit.
Scripts Beside The Call
Your script beside the lead, with their first name, State, and branch filled in.
Leaderboard
See where you rank on dial time, talk time, policies, and AP, from today to all time.
Skip Voicemail, Call Twice
Voicemail Detection hangs up on a voicemail and moves on, and Double Dial calls a number nobody answered once more.
Countdown Between Calls
Before each call, Power Dial shows who’s next and counts down, with Skip Lead, Pause, Stay Here, and Undo.
Call Recording
Turn it on and your calls in WRITTEN record, with the notice played where a State requires it.
Call Coaching
Each recorded call of 30 seconds or more gets a transcript, a summary, and a score on how you opened and closed.
Questions About The Dialer
Can I Text Leads?
Yes, with the CRM + Dialer. Tap Text From Your Phone on a lead and Messages opens with your text filled in, from your saved texts if you like. It sends from your own mobile number, so replies come to your phone. Nothing is texted for you.
Does It Follow State Calling Hours?
Yes. It won’t call outside the hours the lead’s State allows, or past that State’s daily limit.
Which Number Do My Leads See?
One of your own local numbers. Each lead hears from the number they last heard from, or one in their State, and your Primary number when you have none there.
Can I Record Calls?
Yes, with the CRM + Dialer. Turn on Call Recording and the calls you place in WRITTEN, and the calls leads return, are recorded and kept 90 days. Where a State requires it, the lead hears that the call may be recorded first.
Is There Call Coaching?
Yes. Each recorded call of 30 seconds or more gets a transcript, a short summary with a next step, and coaching on how you opened, qualified, presented, and closed. It’s billed at what it costs us, with the recording.
What Do Calls Cost?
Minutes, numbers, recording, and AI at what they cost us, with no markup, on top of $79 a month for the CRM + Dialer.