Built by people who ran a telesales team.

The dialer-first CRM for final expense and term simplified-issue telesales.

One record, first dial to issued policy

  1. Lead

    Worked in the same place it is dialed

  2. Dial

    Preview, power, or progressive

  3. Transcript

    Attached to the record, not to a vendor

  4. Quote

    Multi-carrier comparison, built in

  5. Application

    Handed off to the carrier's own application

  6. Policy

    Tied back to the call that wrote it

Two products, never met.

Dialer vendors carry no insurance objects. Agency management systems carry no real dialer.

So an agency buys both. It matches them up all day.

We ran a team on that stack. Assurna is the system we wanted.

One system, first dial to policy.

The dialer is the core of the product.

  • Dialer

  • AI Coaching

  • Compliance

  • Pipeline

  • Reporting and Risk

Four commitments.

These buyers have heard a lot of promises.

  • 01

    We claim only what ships.

    Preview, power, and progressive dialing ship today. Predictive dialing is a conversation for larger agencies.

  • 02

    Our pricing is published.

    On the site, per seat, per month. Metered usage listed separately.

  • 03

    Compliance belongs in the code path.

    The software checks TCPA and calling hours before every call.

  • 04

    Straight answers.

    No jargon. No claim the product cannot back.

See it with your own agents.

Book a demo. Bring your questions.

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