Does Assurna support predictive dialing?

Predictive is a conversation, not a self-serve setting. Raise it on the demo call if those three do not cover your team.

Do I still need a separate CRM?

No. The dialer is the core of Assurna. Leads, quotes, applications, and policies sit in one system.

How does the dialer handle calling hours and consent?

Checked before the dial. Calling hours use the prospect's time zone. Consent rides on the lead record. Not a substitute for your own compliance program.

Can the dialer keep our answer rates from degrading?

Pace is throttled. You can rotate a caller ID going bad. Answer rates depend on your lists and your offer. Safeguards, not promised outcomes.

Can my agency have a dedicated instance?

Yes. A dedicated instance is available. It is scoped on the demo call.

The dialer is the product. Not an add-on.

Preview, power, and progressive dialing at the center of the CRM.

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Dialer

Sample data

On Call04:12Dialing 2 linesReadySession 1h 23mConnects 18

Delores Whitfield

Macon, GA 31204 · Local time 2:41 PM

Phone: (478) 555-0142
DOB: 04/18/1957
Coverage: $20,000
Product: Final expense, level
Smoker: No
Source: Direct mail, June drop
Campaign: FE, Georgia daytime
Last contact: 6 days ago

Beneficiaries

Angela Whitfield, daughterPrimary
Marcus Whitfield, sonContingent

Compliance

Calling hours openConsent on fileDo not email

Coaching

LiveSummary

Agent If anything happened tomorrow, who would be the one making the arrangements?

Customer That would be my daughter Angela. She lives about ten minutes from me.

Agent And has she and you ever talked about what that would cost her?

Customer Not really. I know my sister's service came to more than the family expected.

Agent That is the usual story. Let me show you what it looks like to have it handled ahead of time.

Customer Alright. What would something like that run me a month?

Objection
She asked what happens if she misses a payment. Answer the grace period before you go back to the plan.
Buying signal
She named her daughter as the person who would handle the arrangements.

Disposition

SaleCallback SetNot InterestedNo AnswerVoicemail LeftWrong Number

MuteHoldTransferEnd callNext Call

The dialer screen. Sample data, like every surface here.

Waiting, recordings, calling rules.

01
Put more conversations in front of each agent
Agents wait between calls. Power and progressive remove the wait.
02
Stop losing the recording
Recording, transcript, and disposition land on the lead record.
03
Let the software carry the calling rules
Calling hours and consent checked before Assurna dials.

Three modes, per campaign.

Preview

The agent reads the lead, then dials. Aged leads, callbacks.

Power

The next call the moment an agent frees up. One at a time.

Progressive

Paced to who is free. Fewer abandoned calls.

Switching modes is a setting, not a migration. The same lead, the same recording behavior, and the same calling rules apply in all three, and the seat price for every mode is published on the pricing page.

Predictive dialing is a conversation for larger agencies rather than a self-serve setting. If you run an agency big enough that these three do not cover it, raise it on the demo call.

Keep your numbers dialing.

Abandon-rate throttling: Pace pulls back when your agents cannot absorb it.
Caller ID pool health: See a number going bad. Rotate it.
Attestation: Outbound calls carry the attestation carriers expect.

Operational safeguards, not a guarantee of any regulatory outcome. They do not replace your own compliance program.

Compliance

Sample data

Compliance Review, Delores Whitfield

Call March 12, 2026 · Agent: Renata Salas

Overall Score

87.5/ 100

AI-detected, human review required before any action.
Rubric: v1 · Weighted across seven dimensions

Dimension Scores

Dimension	Score	Notes
Agent identification	10 / 10	Named herself and the agency in the first eight seconds.
Recording disclosure	10 / 10	Disclosure read in full before any qualifying question.
Benefit accuracy	9 / 10	Face amount and beneficiary payout stated correctly.
Premium accuracy	8 / 10	Monthly premium quoted correctly. Draft date was not confirmed.
Coverage limitations	7 / 10	Graded benefit period mentioned once and not restated at close.
No pressure tactics	9 / 10	One urgency phrase near the close, otherwise clean.
Do not call compliance	10 / 10	Number checked against consent state before the call went out.

Compliance Flags (2)

warningCoverage limitation not restated@412s
The two year graded period was covered early and not repeated when the client agreed.
infoDraft date unconfirmed@538s
The premium was agreed but the draft date was never read back.

Where the record starts.

The call is the first entry on the record it becomes.

One record, first dial to issued policy

Lead
Worked in the same place it is dialed
Dial
Preview, power, or progressive
Transcript
Attached to the record, not to a vendor
Quote
Multi-carrier comparison, built in
Application
Handed off to the carrier's own application
Policy
Tied back to the call that wrote it

What owners ask.

Does Assurna support predictive dialing?: Predictive is a conversation, not a self-serve setting. Raise it on the demo call if those three do not cover your team.
Do I still need a separate CRM?: No. The dialer is the core of Assurna. Leads, quotes, applications, and policies sit in one system.
How does the dialer handle calling hours and consent?: Checked before the dial. Calling hours use the prospect's time zone. Consent rides on the lead record. Not a substitute for your own compliance program.
Can the dialer keep our answer rates from degrading?: Pace is throttled. You can rotate a caller ID going bad. Answer rates depend on your lists and your offer. Safeguards, not promised outcomes.
Can my agency have a dedicated instance?: Yes. A dedicated instance is available. It is scoped on the demo call.

Around the dial.

How is your agency dialing today?

Bring your lead flow and agent count. We will show you it running.

Book a demo

See pricing