From the first dial to the issued policy.
The CRM for final expense and term simplified-issue telesales.
- Preview, power, and progressive dialing
- Calls, leads, quotes, policies. One record
- TCPA checked before the dial
30 seconds. No qualifying call.
Which one is you?
What you will see.
The dialer
Preview, power, and progressive modes, selectable per campaign.
Coaching on the call
Real-time transcription with coaching cues while the call runs.
AI Appointment Setter
Qualifies, books, and live transfers to a licensed agent.
Compliance in the code path
Calling hours and consent checked before the dial.
Insurance objects
Leads, quotes, and policies as real records. Applications hand off to the carrier.
Reporting and risk
Persistency, NTO, and chargeback rates by producer.
How the call goes.
Pick a time
Three taps. We ask what runs your agency today.
Watch it run
Twenty minutes, live. One lead, first dial to policy.
Know the number
What your seat count costs, and what is metered.
Is this for you?
Book the call if…
Skip it if…
Questions, answered.
What happens on the call?
Twenty minutes on video. One lead, from the first dial to the policy record. No slides.
Which dialer modes ship?
Preview, power, and progressive, per campaign. Predictive is a conversation for larger agencies, not something we claim ships today.
How is TCPA handled?
Calling hours and consent are checked before the dial is placed. That is risk reduction, not legal advice, and it does not replace your counsel.
Do we move everything at once?
No. Bring what you run today and we will map a realistic sequence on the call.
What does it cost?
Pricing is published. The call covers what your seat count costs and what is metered, telephony usage in particular.