Five capabilities, one system.

Dialer vendors have no insurance objects. Management systems have no dialer.

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Five pages, five jobs.

  • Dialer

    The dialer is the core, not an integration.

    • Preview, power, and progressive modes
    • Calling hours and consent checked first
    • Recording and transcript on the lead

  • AI Coaching and the AI Appointment Setter

    Better calls from the agents you already have.

    • Every call transcribed in real time
    • The same rubric on every call
    • Qualifies, books, and live transfers

  • Compliance

    TCPA rules enforced in the code path, not a policy.

    • Consent and do-not-call checked before dialing
    • Recordings kept on the lead record
    • A human signs off, never software

  • Pipeline

    A call becomes a quote, an application, and a policy.

    • Leads, quotes, applications, policies as records
    • Built-in multi-carrier quote comparison
    • Applications hand off to the carrier

  • Reporting and Risk

    Persistency risk, reported by producer rather than by month.

    • Persistency, not-taken-out, and chargeback rates by producer
    • Next to dials and talk time
    • What happened, never a prediction

Separate pages, one product.

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

Which part costs you most?

Book a demo and bring that one.

Book a demo

Or see pricing first. It is published, per seat.