It is an outbound contact centre platform, and its insurance page describes it as dialer software for insurance agents. It carries leads, dispositions, and contact centre reporting. We found no documented carrier, commission, chargeback, persistency, or quote object on that page, so an agency that needs those generally keeps a separate system of record and reconciles the two. Assurna carries leads, quotes, applications, and policies in the same system as the calls that produced them. Verified 2026-09-02.

What does Convoso cost?

It is not published. Convoso's pricing page says it provides customized solutions based on each customer's unique needs, such as number of seats, features, and integrations, and that carrier fees are typically billed separately from the software subscription, so a quote is the only way to get a number. Assurna publishes Starter at $99 per seat per month and Pro at $199 per seat per month, both with calling minutes included, and scopes Agency and IMO plans on a call. Verified 2026-09-02.

Does Assurna do predictive dialing like Convoso?

No, and we do not claim it. Assurna ships preview, power, and progressive modes set per campaign. Predictive is a conversation for larger agencies rather than a shipping feature, and if predictive is the capability that decides your purchase then Convoso publishes it and we do not.

Which has better compliance tooling?

On published tooling, Convoso. Its compliance page names StateTracker for state mini-TCPA rules, an Attempt Control Manager, do-not-call scrubbing against internal, federal, and state lists before dialing, a Reassigned Numbers Database check, and STIR/SHAKEN attestation. Assurna checks consent, calling hours, and internal do-not-call before the dial and adds a per-call compliance review a human signs off on, and claims none of those other items by name. The difference in our favour is where the check sits: in Assurna it is in front of the dial on the same record that later holds the policy, so a complaint ninety days later resolves to one place.

Do agencies run both?

Some do, and it can be a sensible arrangement while an agency is mid-migration. The cost of running both is the one this page exists to make visible: two systems means the recording is in one and the policy is in the other, and reconciling them is manual work somebody on your team is doing every week. Bring your current setup to the demo call and we will be straight about whether replacing one, both, or neither is the right move.

Comparison

Assurna vs Convoso, dialer against record.

Convoso is a serious outbound contact centre platform with a compliance suite that is deeper than ours. Assurna is a CRM whose core happens to be a dialer, built so that the call, the quote, the application, and the issued policy are the same record.

That is the actual choice, and it is not a choice between good and bad software. This page sets out what each product publishes about dialing modes, calling rules, pricing, and insurance records, links every claim to the page it came from, and gives Convoso a full section to itself where it is ahead. Verified 2026-09-02.

At a glance

Priced: Assurna$99 to $199 per seat, per month, publishedConvosoQuoted, not published
Dials: AssurnaPreview, power, progressiveConvosoMultimode, including predictive
Policy record: AssurnaLeads, quotes, applications, policiesConvosoLeads and dispositions

Every line here is sourced and dated in the table below.

Last verified 2026-09-02

Book a demo See pricing

Convoso

What Convoso is, in its own terms.

Convoso is an outbound contact centre platform built around a multimode dialer, sold to organizations running a team of agents on the phone all day, including a number of Medicare and senior health agencies it names publicly.

Its dialer is the product. Convoso's own material distinguishes the modes plainly: a power dialer dials numbers in sequence, one after the other, while a predictive dialer uses algorithms to predict when agents are available and dials multiple numbers at once. Predictive dialing is a shipping capability there, and it is not one Assurna claims.

Around the dialer sits a compliance suite that is genuinely substantial and is worth reading in full: an Attempt Control Manager that caps how many times the same number is dialed in a window across every campaign, a Message Control Manager for voicemails, do-not-call scrubbing against internal, federal, and state lists before dialing, a Reassigned Numbers Database check, StateTracker for state-specific mini-TCPA dialing rules, agent dynamic scripting to keep disclosures in front of the agent, and STIR/SHAKEN attestation on outbound calls.

Pricing is not published. Convoso's pricing page says it provides customized solutions based on each customer's unique needs, such as number of seats, features, and integrations, and notes that carrier fees are typically billed separately from the software subscription. That is a normal way to sell contact centre software, and it is a real difference from a published rate card rather than a criticism.

Published facts

Pricing is quoted rather than published: customized solutions based on seats, features, and integrations, with carrier fees typically billed separately from the subscription.
Convoso pricing, accessed 2026-09-02
Multimode dialing including predictive, which dials multiple numbers at once and connects an agent when a live contact is reached.
Convoso predictive dialer, accessed 2026-09-02
Named compliance tooling includes StateTracker, Attempt Control Manager, Message Control Manager, Reassigned Numbers Database, do-not-call scrubbing, and STIR/SHAKEN attestation.
Convoso compliance, accessed 2026-09-02
Software Advice shows 4.5 out of 5 from 395 reviews. Assurna has no public review profile at all.
Software Advice, Convoso reviews, accessed 2026-09-02

The short answer

Which one you should pick, stated before the table.

This one turns on a single question: is the thing you are buying a dialing engine, or a system of record that dials.

Choose Convoso if you are buying dialing capacity

If you run a large agency, need predictive dialing, and your compliance exposure is the kind that wants a Reassigned Numbers Database check and per-state calling rules applied automatically, Convoso publishes tooling for all of that and Assurna does not. If your agency already has a system of record it is happy with and the gap is raw outbound throughput, buy the dialer.

Choose Assurna if the gap is between the call and the policy

If your agents are already talking to people and the pain is that the recording, the quote comparison, the application, and the issued policy live in four places, then a better dialer does not fix it. Assurna carries leads, quotes, applications, and policies as records on the same lead the call created, and reports persistency, not-taken-out, and chargeback rates by producer against them.

Side by side

Side by side, on the things that decide it.

Prose rather than ticks. Claims about Convoso link to the Convoso page they came from, with the date it was read.

Assurna compared with Convoso, by capability. Every claim about Convoso is sourced and was last verified on 2026-09-02.
Capability	Assurna	Convoso
What the product is	A dialer-first CRM for final expense and term simplified-issue telesales. The dialer is the core, and the insurance records sit on the same system.	An outbound contact centre platform built around a multimode dialer, sold across industries, with a named insurance practice.Convoso for insurance (2026-09-02)
How it is priced	Published per seat: Starter $99 per seat per month, Pro $199 per seat per month, with calling minutes included. Agency and IMO plans are scoped on a call.	Quoted rather than published. The pricing page describes customized solutions based on seats, features, and integrations, with carrier fees typically billed separately from the subscription.Convoso pricing (2026-09-02)
Outbound dialing modes	Preview, power, and progressive, set per campaign. Predictive is a conversation for larger agencies rather than a claim that it ships.	Multimode dialing including predictive, which dials multiple numbers at once and connects an agent only when a live contact is reached. This is deeper than Assurna's published set.Convoso predictive dialer (2026-09-02)
Compliance tooling	Consent state, calling hours, and internal do-not-call checked before a number is dialed, plus a per-call compliance review a human signs off on. No Reassigned Numbers Database check, no attempt-cap manager, and no STIR/SHAKEN attestation is claimed.	A published suite: StateTracker for state mini-TCPA rules, Attempt Control Manager, Message Control Manager, do-not-call scrubbing against internal, federal, and state lists before dialing, a Reassigned Numbers Database check, and STIR/SHAKEN attestation. On published tooling, Convoso is ahead.Convoso compliance (2026-09-02)
Insurance records	Leads, quotes, applications, and policies are first-class records, with built-in multi-carrier quote comparison. The application hands off to the carrier's own application rather than submitting inside Assurna.	Convoso's insurance page describes the product as dialer software for insurance agents. We found no documented carrier, commission, chargeback, persistency, or quote object on it. Leads and dispositions are the record model.Convoso for insurance (2026-09-02)
Producer risk reporting	Persistency, not-taken-out, and chargeback rates by producer, read next to the dials and talk time that produced them.	Contact centre reporting on dials, connects, talk time, and agent performance. No persistency, not-taken-out, or chargeback reporting is documented, which follows from there being no documented policy object.Convoso for insurance (2026-09-02)
The lines it is built for	Final expense and term simplified-issue telesales, specifically. Not property and casualty, not general insurance.	Outbound calling across many industries. The insurance customers named on its insurance page are Medicare and senior health names rather than final expense specialists.Convoso for insurance (2026-09-02)
Track record you can check	None to show. No customers to name, no public review profile, no published metrics.	4.5 out of 5 from 395 reviews on Software Advice as of 2026-09-02, across a large and long-running customer base.Software Advice, Convoso reviews (2026-09-02)

Assurna's figures come from its published pricing and its capability pages, and the bounds are stated there: predictive dialing is not claimed, the application hands off to the carrier, and the compliance features are operational safeguards rather than a guarantee of any regulatory outcome.

Where Convoso wins

Where Convoso genuinely wins, including on our own strongest ground.

Compliance is the argument Assurna leads with, and on published tooling Convoso is ahead of us. Saying that plainly is the price of being worth citing at all.

Its published compliance suite is deeper than anything we claim
StateTracker applies state-specific mini-TCPA dialing rules, the Attempt Control Manager caps how many times one number is dialed in a window across every campaign, do-not-call scrubbing runs against internal, federal, and state lists before dialing, and there is a Reassigned Numbers Database check to catch numbers that have moved to a new person. Assurna checks consent, calling hours, and internal do-not-call before the dial, and claims none of those other four by name. If your exposure is the kind that wants all of them, that is a real reason to pick Convoso.
Source: Convoso compliance (accessed 2026-09-02)
Predictive dialing ships there and is not claimed here
Convoso's own material describes predictive dialing that uses algorithms to predict when agents are available and dials multiple numbers at once, connecting an agent only when a live contact is reached. Assurna ships preview, power, and progressive, and treats predictive as a conversation for larger agencies rather than a feature we advertise. An agency big enough that predictive is the deciding capability should take that seriously.
Source: Convoso predictive dialer (accessed 2026-09-02)
It signs its calls, which matters more every year
Convoso states that it signs outbound calls with the highest level of attestation under the STIR/SHAKEN framework. As carrier-side call labelling gets more aggressive, attestation is increasingly the difference between a call that rings and a call that shows up as spam likely. Assurna treats the health of your outbound calling as an operational property of the system but does not publish an attestation claim, and you should weigh a published claim above an unpublished one.
Source: Convoso compliance (accessed 2026-09-02)
There are 395 published reviews, and there are none of ours
Software Advice shows Convoso at 4.5 out of 5 from 395 reviews as of 2026-09-02, including reviewers who identify as working in insurance. Assurna has no customers to reference and no review profile. If your decision rule is that someone else should run a system for a few years before you put your agency on it, that rule points at Convoso, and it is not an unreasonable rule.
Source: Software Advice, Convoso reviews (accessed 2026-09-02)

What reviewers say

What published reviewers actually say.

Quoted as published, positive and critical, from Software Advice. Software Advice, Capterra, and GetApp share one review pool, so this page cites one of them rather than presenting three as independent agreement.

“I've tried several dialers in the past and so far convoso has been one of the easiest and nicest looking dialer.”
Brix B., Insurance, February 2026, on Software Advice. Software Advice, Convoso reviews, accessed 2026-09-02
“We've seen a dramatic improvement in both contact rates and close rates since moving to ConvoSo.”
Carlton D., Retail, February 2026, on Software Advice. Software Advice, Convoso reviews, accessed 2026-09-02
“Customer support can be slow at times, with challenges getting answers from support staff in a timely manner.”
Daniel R., Legal Services, April 2025, on Software Advice. Software Advice, Convoso reviews, accessed 2026-09-02
“The data management side can get a little messy...the sheer volume of data the system generates can become overwhelming to navigate.”
Samyak D., Health, Wellness and Fitness, February 2026, on Software Advice. Software Advice, Convoso reviews, accessed 2026-09-02

Reviews are quoted as published, positive and critical, and are the reviewers’ own words rather than ours. Assurna has no public review profile of its own to set beside them, so none is implied.

Questions

What agency owners ask when they compare the two.

If the answer you need is not here, bring the question to the demo call and we will answer it against your agency rather than in general.

Is Convoso a CRM?: It is an outbound contact centre platform, and its insurance page describes it as dialer software for insurance agents. It carries leads, dispositions, and contact centre reporting. We found no documented carrier, commission, chargeback, persistency, or quote object on that page, so an agency that needs those generally keeps a separate system of record and reconciles the two. Assurna carries leads, quotes, applications, and policies in the same system as the calls that produced them. Verified 2026-09-02.
Source: Convoso for insurance (accessed 2026-09-02)
What does Convoso cost?: It is not published. Convoso's pricing page says it provides customized solutions based on each customer's unique needs, such as number of seats, features, and integrations, and that carrier fees are typically billed separately from the software subscription, so a quote is the only way to get a number. Assurna publishes Starter at $99 per seat per month and Pro at $199 per seat per month, both with calling minutes included, and scopes Agency and IMO plans on a call. Verified 2026-09-02.
Source: Convoso pricing (accessed 2026-09-02)
Does Assurna do predictive dialing like Convoso?: No, and we do not claim it. Assurna ships preview, power, and progressive modes set per campaign. Predictive is a conversation for larger agencies rather than a shipping feature, and if predictive is the capability that decides your purchase then Convoso publishes it and we do not.
Source: Convoso predictive dialer (accessed 2026-09-02)
Which has better compliance tooling?: On published tooling, Convoso. Its compliance page names StateTracker for state mini-TCPA rules, an Attempt Control Manager, do-not-call scrubbing against internal, federal, and state lists before dialing, a Reassigned Numbers Database check, and STIR/SHAKEN attestation. Assurna checks consent, calling hours, and internal do-not-call before the dial and adds a per-call compliance review a human signs off on, and claims none of those other items by name. The difference in our favour is where the check sits: in Assurna it is in front of the dial on the same record that later holds the policy, so a complaint ninety days later resolves to one place.
Source: Convoso compliance (accessed 2026-09-02)
Do agencies run both?: Some do, and it can be a sensible arrangement while an agency is mid-migration. The cost of running both is the one this page exists to make visible: two systems means the recording is in one and the policy is in the other, and reconciling them is manual work somebody on your team is doing every week. Bring your current setup to the demo call and we will be straight about whether replacing one, both, or neither is the right move.

Sources

Everything on this page, and where it came from.

Every claim about Convoso above is drawn from one of these, and each was read on the date shown. Prices and features change: if you are reading this long after the verification date, check the source before you rely on it.

01Convoso pricingAccessed 2026-09-02
02Convoso predictive dialerAccessed 2026-09-02
03Convoso complianceAccessed 2026-09-02
04Software Advice, Convoso reviewsAccessed 2026-09-02
05Convoso for insuranceAccessed 2026-09-02

Convoso is a trademark of its owner. It is named here to identify the product being compared, and this page is not affiliated with, endorsed by, or sponsored by that owner. If anything above is out of date or wrong, write to hello@assurna.com and we will correct it and move the verification date.

Keep reading

The rest of the argument, in detail.

A comparison table is a summary. These pages are where each claim about Assurna is actually made and bounded.

Is the gap your dialing, or your records?

Bring the question to a demo. If the answer is dialing capacity, we will tell you so and you will have spent half an hour. If it is the four systems between the call and the issued policy, that is the part we built.

Book a demo

See pricing