Which dialer modes does Assurna support?

Preview, power, and progressive. You set the mode per campaign, so an aged list and a fresh lead flow do not have to run the same way, and switching between them is a setting rather than a migration.

Does Assurna support predictive dialing?

Predictive is a conversation rather than a self-serve setting. If you run a floor large enough that preview, power, and progressive do not cover it, raise it on your demo call and we will talk about what your capacity actually requires.

What is the difference between power and progressive dialing?

Power dialing places the next call as soon as an agent is free, one call at a time. Progressive paces the dialing to agent availability rather than to a fixed ratio, which is aimed at keeping connected calls landing on a ready agent instead of into dead air. Preview is the third option, where the agent reads the lead first and starts the dial themselves.

Do I still need a separate CRM?

No, and that is the point. The dialer is the core of Assurna, and the leads, quotes, applications, and policies your agents work sit in the same system as the calls that produced them. You are replacing a stack rather than adding to it.

Are calls recorded and transcribed?

Yes. Recordings and transcripts attach to the lead record without an agent doing anything, and the transcript is what the AI coaching works from. Retention is handled by the system rather than by a shared drive.

How does the dialer handle calling hours and consent?

The rules are enforced in the calling path before a number is dialed. Calling hours are evaluated against the prospect's own time zone, and consent and do-not-call state ride on the lead record. This is a property of how the software is built rather than a policy your agents are asked to follow, and it is not a substitute for your own legal and compliance program.

Can the dialer keep our answer rates from degrading?

The safeguards that bear on it are built in: dialing pace is throttled against abandon-rate exposure, the caller ID pool's condition is visible so a degrading number can be rotated, and outbound calls carry the attestation the carrier network expects. Answer rates depend on your lists and your offer as much as on your telephony, so we describe these as operational safeguards rather than as a promised outcome.

Can my agency have a dedicated instance?

Yes. A dedicated instance is available if your data cannot sit alongside other agencies. Raise it on the demo call and it gets scoped with the rest of your setup.

What does the dialer cost?

Pricing is published rather than gated. Seats carry a published price and telephony usage is metered and billed separately, so what is fixed and what is variable is stated up front rather than arriving as a surprise invoice.

Dialer

The dialer is the product, not the add-on

Most agencies run a dialer in one window and a CRM in another, and pay for the gap between them in dropped context, re-keyed notes, and recordings nobody can find. Assurna puts preview, power, and progressive dialing at the center of the system, so the number your agent is calling, the consent state behind it, and the policy it eventually becomes are all the same record.

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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 cockpit: the lead record, the live transcript, the coaching cues, and the disposition set on one screen. Every surface on this page is drawn with sample data.

What changes on the floor

Three things stop being your problem.

A dialer bolted onto a CRM leaves the agency carrying the seams: the waiting, the recording nobody can find, and the calling rules living in an agent's memory. Assurna takes all three off the floor.

01
Put more conversations in front of each agent
Your floor's throughput is set by how much time an agent spends waiting rather than talking. Power and progressive modes take the waiting out of the agent's hands, and preview mode gives it back deliberately when the lead is worth the pause. The mode is a per campaign decision, so a fresh lead flow and an aged list do not have to run the same way.
02
Stop losing the recording
The recording, the transcript, and the disposition attach themselves to the lead. There is no export step, no shared drive, and no window in which a call exists in the dialer but not in the CRM. When a chargeback or a complaint arrives months later, the call that started it is on the record it belongs to.
03
Let the software carry the calling rules
Calling hours are evaluated against the prospect's own time zone and consent state rides on the lead record, both checked before the number is dialed. Your agents do not have to keep a map of state rules in their heads, and you do not have to audit whether they did.

Dialing modes

Three modes on one floor.

A floor rarely runs one way. Assurna gives you three modes and lets you set them per campaign.

Preview

The agent sees the lead before the call connects, reads the history, and starts the dial when they are ready. Right for aged leads, callbacks, and anything where the opening line depends on what happened last time.

Power

The system places the next call as soon as the agent is available, one at a time. The agent stops choosing and starts talking. Right for fresh lead flow where volume is the constraint.

Progressive

The system paces dialing to agent availability rather than to a fixed ratio, so calls connect into a ready agent instead of into silence. Right for a floor that wants throughput without the abandoned-call exposure that comes with over-dialing.

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 a floor big enough that these three do not cover it, raise it on the demo call.

The agent's screen

The cockpit an agent actually works in.

The agent's screen is the lead, not a phone bar stapled to a browser. Everything the agent enters lands on the record while the call is still connected.

The lead history sits beside the live call, so the agent opens on what happened last time rather than on a blank screen.
Notes, the disposition set, and the scripting are on the same screen as the conversation, and land on the record while the call is still connected.
When the call ends the recording and the transcript are already attached, and the next call is queued.

Operational safeguards

Safeguards that keep the floor dialing.

A floor that gets its numbers flagged stops being a floor. Assurna treats the health of your outbound calling as an operational property of the system.

Abandon-rate throttling: Dialing pace is constrained so that connected calls reach an agent rather than dead air, and the pace pulls back rather than pushing through when the floor cannot absorb it.
Caller ID pool health: The numbers you dial from are managed as a pool whose condition is visible, so a degrading number is something you can see and rotate rather than something you discover through a collapsing answer rate.
Attestation: Outbound calls carry the attestation the carrier network expects, so your calls are presented as what they are rather than arriving unsigned.

These are operational safeguards for your calling. They are not a guarantee of any regulatory outcome, and 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.

One system

The dial is where the record starts.

A call in Assurna is not an event in a separate system that gets summarized into the CRM later. It is the first entry on a lead record that goes on to hold the quote comparison, the application hand-off, and the issued policy.

That is the whole argument for a dialer-first CRM: dialer vendors have no insurance objects and agency management systems have no serious dialer, so agencies run both and reconcile them by hand. The compliance check sits in front of the dial, and the transcript hangs off the conversation it came from.

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

Questions

What agency owners ask about the dialer.

If the answer you need is not here, bring the question to the demo call.

Which dialer modes does Assurna support?: Preview, power, and progressive. You set the mode per campaign, so an aged list and a fresh lead flow do not have to run the same way, and switching between them is a setting rather than a migration.
Does Assurna support predictive dialing?: Predictive is a conversation rather than a self-serve setting. If you run a floor large enough that preview, power, and progressive do not cover it, raise it on your demo call and we will talk about what your capacity actually requires.
What is the difference between power and progressive dialing?: Power dialing places the next call as soon as an agent is free, one call at a time. Progressive paces the dialing to agent availability rather than to a fixed ratio, which is aimed at keeping connected calls landing on a ready agent instead of into dead air. Preview is the third option, where the agent reads the lead first and starts the dial themselves.
Do I still need a separate CRM?: No, and that is the point. The dialer is the core of Assurna, and the leads, quotes, applications, and policies your agents work sit in the same system as the calls that produced them. You are replacing a stack rather than adding to it.
Are calls recorded and transcribed?: Yes. Recordings and transcripts attach to the lead record without an agent doing anything, and the transcript is what the AI coaching works from. Retention is handled by the system rather than by a shared drive.
How does the dialer handle calling hours and consent?: The rules are enforced in the calling path before a number is dialed. Calling hours are evaluated against the prospect's own time zone, and consent and do-not-call state ride on the lead record. This is a property of how the software is built rather than a policy your agents are asked to follow, and it is not a substitute for your own legal and compliance program.
Can the dialer keep our answer rates from degrading?: The safeguards that bear on it are built in: dialing pace is throttled against abandon-rate exposure, the caller ID pool's condition is visible so a degrading number can be rotated, and outbound calls carry the attestation the carrier network expects. Answer rates depend on your lists and your offer as much as on your telephony, so we describe these as operational safeguards rather than as a promised outcome.
Can my agency have a dedicated instance?: Yes. A dedicated instance is available if your data cannot sit alongside other agencies. Raise it on the demo call and it gets scoped with the rest of your setup.
What does the dialer cost?: Pricing is published rather than gated. Seats carry a published price and telephony usage is metered and billed separately, so what is fixed and what is variable is stated up front rather than arriving as a surprise invoice.

Related capabilities

What sits around the dial.

The dialer is the core. These are the parts of the same system it hands work to.

How is your floor dialing today?

Bring your lead flow, your agent count, and the modes you run now. We will show you the cockpit on real screens and tell you plainly where Assurna fits and where it does not.

Book a demo

See pricing