10 Best Auto Dialers for Insurance Agents

Introduction

Are you also in the insurance business struggling to connect with potential customers and facing issues with call volume? Then let me tell you that you are at the right place!! As most businesses face the same issue and in these cases, one of the best options is an auto dialer for insurance agents. It will help you connect with your customers at ease and reach out to more customers which in turn will help you close more deals!! 

With plenty of options available in the market, it might get difficult for you to choose the best auto dialer for your business. This blog is exactly for you to help you make the best choice, so let’s start and explore the best options in the market!!

What Is An Autodialer?

Auto dialer also known as a power dialer is a kind of automatic dialer that automatically dials the numbers from your contact list. Instead of working like other dialers that connect multiple calls at once, autodialer connects to one contact at a time. An auto-dialer for insurance agents not only makes sure that agents are available to answer calls but also minimizes the chances of abandonment of calls which also in turn helps in increasing the chance of conversions.

Why Do Insurance Agents Need an Auto Dialer?

Simplify Client Management

With robust auto phone dialers, insurance agents can easily manage client communication more efficiently. As an ideal autodialer help in maintaining comprehensive call logs, organizing client details within the platform, and automating the scheduling of follow-up calls.

Access Real-Time Analytics

Auto dialers offer insurance agents real-time data and analytics features. You can not only track call performance but also monitor various metrics which include the volume of calls, and conversion rates which help you in making data-driven decisions and optimize your marketing or sales efforts accordingly. 

Increase Productivity

With the ability to make multiple outbound calls in a fraction of the time, auto-dialers for insurance agents greatly increase productivity. Agents can reach more prospects in an efficient manner, maximizing their reach and increasing the chances of closing deals.

Minimize Errors

The common errors associated with manual dialing include dialing the wrong number or misdialing. Auto dialers for insurance agents avoid such problems since they automatically dial numbers from a preloaded list, ensuring accuracy and efficiency.

Reduced Operational Costs

Automated dialing streamlines the calling process and boosts agent productivity, allowing businesses to manage a higher volume of calls with fewer resources. This efficiency reduces the need for additional manpower, resulting in substantial operational cost savings and making it a highly practical solution for companies.

Improve Lead Generation

Auto dialers help agents reach a larger audience, enhancing their chances of converting leads into clients. Features like predictive dialing and real-time analytics ensure agents can prioritize high-potential prospects and optimize their lead-generation strategies.

Type Of Auto-Dialers 

Progressive Dialer

What Progressive dialer does is it automatically connects another call once the first call ends which helps connecting insurance agents connect with each call. This type of auto-phone dialer is ideal for outbound call centers that are focused on getting qualified leads.

Predictive Dialer

Predictive dialer calls more than one call simultaneously and and uses a pacing algorithm to predict when an agent will finish their current call. Once the call is over it automatically connects the next call in the queue to the agent. This type of call is suitable when it comes to handling a high number of calls and optimizing agent productivity. 

Preview Dialer

Preview dialer provides agents with a list of target customers, allowing them to review each customer’s information and history before initiating a call. This feature enables agents to prepare for personalized and informed interactions.

Power Dialer

It automatically dials the next number in line as soon as an agent completes a call and signals availability. This process reduces manual effort, minimizes downtime, and boosts agent efficiency.

Top Features Of An Auto Dialer For Insurance Agents

Lead Generation and Campaign Setup

A robust auto dialer seamlessly integrates with CRM that also helps in lead generation. By utilising each list and its details agents can personalize their communication to improve campaign performance for a particular product. It updates lead lists in real time and prioritizes warm leads, ensuring they are called first for better conversion opportunities.

Effective Call Scripting

Agents can create customized call scripts within the auto dialer to deliver consistent and professional messaging. These scripts help agents stay on track while pitching insurance products. For example, a script for automobile insurance can highlight key benefits and address common queries, ensuring an effective conversation.

Auto and Predictive Dialing 

The insurance dialer also helps in automating the process of dialing numbers which helps in saving agents time as well as effort. Whereas predictive dialing goes a step further by connecting agents only to answered calls, reducing idle time and maximizing productivity.

Logging Call Outcomes

Call logging or call dispositioning offers the agents the capability to log the result of each call such as if the customer was interested, unavailable, or required a follow-up. It is a kind of conclusion of the call we can mention in call disposition. This feature helps in tracking progress and managing future interactions efficiently.

Streamlined Follow-Ups with Scheduling 

Auto dialers automate the scheduling of follow-ups, ensuring timely communication with leads. Agents can set reminders and focus on high-priority tasks while the system handles scheduling.

Dynamic Caller ID

People mostly do not pick up calls from an unknown number hence technologically advanced autodialers use dynamic caller ID that matches the prospect area code. As with the local caller ID, the possibility of leads answering the call also gets increased. 

Advanced Analytics

Extensive call analytics help insurance get a better insight into insurance agent performance, call volumes, call duration, and the success rate of campaigns. These detailed metrics help them to understand the trends and patterns of the calls and help make data-driven decisions. 

CRM Integration

Seamless integration with CRM platforms ensures that all client interactions and updates are synced in one place. This eliminates manual data entry and provides a comprehensive view of each lead’s journey.

Call Recording and Monitoring

The recording of calls enables quality assurance and training purposes, while real-time call monitoring provides immediate feedback from managers to the agents. This ensures consistent performance and compliance.

When Should Insurance Agents Invest in an Auto Dialer?

Managing High Call Volumes

Whenever you feel that the call volume is overwhelming then it’s time to invest in an auto dialer. Manual dialing can slow the process even more down and increase the backlog of leads. 

Improving Lead Conversion Rates

To get more leads it is important to stay connected with them and if you are facing issues with lead follow up then a phone system for insurance can be a game changer. It follows up on each lead and will schedule calls according to the assigned schedule, eliminating the possibility of no lead being hit at the most opportune moment. This productivity often translates to better conversion and sales performance.

Scaling With Team Growth

When the agency grows in size, maintaining productivity and keeping the flow of communication can be a bit challenging. Auto phone dialers help manage growth by streamlining call assignments and balancing workloads to keep agents productive without overwhelming your communication infrastructure.

Ensuring Quality Assurance

Maintaining service standards is very essential in the insurance industry. Insurance dialers come equipped with features like call recording and real-time monitoring to assess agent performance and identify room for improvement. These tools allow agents to provide targeted training and maintain the quality of the calls across the team.

Enhancing Operational Efficiency

When operational bottlenecks hinder productivity, a phone system for insurance helps automate repetitive tasks such as dialing, voicemail drops, and call scheduling. This not only saves time but also allows agents to focus on meaningful conversations and building relationships with clients, ultimately driving better results.

Top 10 Auto Dialers for Insurance Agents

1. Emitrr
2. JustCall
3. RingCentral
4. Nextiva
5. Five9
6. Talkdesk
7. Kixie
8. PhoneBurner
9. Aircall
10. Dialpad

1. Emitrr

Emitrr is an all-in-one ideal auto dialer for insurance agents that is equipped with a plethora of features specifically for insurance agents. Whether you want to improve customer communication or increase agent productivity, with Emitrr it is possible in just a few clicks. Features such as call routing, call recording, call analytics, call monitoring, and a lot more make it the perfect solution for your insurance business. Let’s have a quick look at this intuitive yet affordable auto dialer for insurance agents: 

Emitrr Features 

• Set Up Multiple Call Branches for Efficient Call Management: Create diverse call paths to direct callers to the right team or service based on their input.
• Route Calls to Teams or Extensions for Better Query Handling: Seamlessly connect callers to the most relevant department or team for faster issue resolution.
• Access Caller Details: View caller profiles and past interactions in real time to provide personalized and efficient service.
• Ensure Rapid Responses with Simultaneous Ringing: Ring all available team members at once, ensuring no call goes unanswered.
• Send Automated SMS for Missed Calls: Notify callers instantly with a text message when a call is missed, keeping communication seamless.
• Customizable Extensions for User Preferences: Create user extensions tailored to individual availability and workflow requirements.
• Smart Call Routing to Direct Calls Automatically: Use intelligent systems to route incoming calls to the right person or department without manual intervention.
• Define Availability Schedules for Flexible Call Management: Set working hours and vacation schedules to manage call availability effectively.
• Forward Calls to Ensure Uninterrupted Service: Redirect calls to voicemails, other extensions, or numbers when users are unavailable.
• Call Recording with Privacy Controls: Record calls for training or compliance while offering options to disable recording for privacy.
• Automated Call Routing with Business Hour Definitions: Set specific business hours to ensure calls are routed appropriately based on the time of day.
• Send Bulk Texts with High Open Rates: Reach thousands of recipients with text messages that boast a 98% open rate.
• Automated Reminders via Multiple Channels: Use text, email, or voice notifications to send reminders for appointments or tasks.
• Streamline Scheduling with Customizable Options: Allow customers to book appointments with ease by choosing from tailored visit types, insurance, providers, and locations.
• Instant Voicemail-to-Text Conversion: Convert voicemail to text for easy review and quicker follow-ups.
• Device Compatibility for Seamless Call Management: Manage calls effortlessly across both desktop and mobile devices for flexibility on the go.
• Call Recording: Securely record and store calls for future use, accessible directly from the platform dashboard.
• Unified Communication Through an Integrated Platform: Manage calls and messages from a single interface for smoother and more organized operations.
• Keyword-Based Call Routing for Targeted Handling: Direct calls automatically based on specific keywords to connect callers to the right team.
• Tag and Note Calls for Better Follow-Ups: Organize calls with tags and notes to enable effective tracking and team collaboration.
• Gain Real-Time Call Insights: Access instant data on incoming calls to enhance decision-making and operational efficiency.
• Personalized Caller Prompts: Enhance the caller experience with customized greetings that reflect your brand identity.
• AI-Powered Sentiment Analysis: Analyze caller emotions to prioritize urgent issues and address sensitive conversations effectively.
• Efficient Call Routing with Intelligent Systems: Automatically connect calls to the right department for improved response times and customer satisfaction.
• Two-Way SMS: Enable text messaging alongside calls for flexible, efficient communication and quick updates.
• Call Analytics to Identify Improvement Opportunities: Analyze team performance, response times, and call outcomes to boost overall efficiency.
• Automated IVR: Use interactive voice response(IVR) systems to answer common questions and reduce team workload.
• Integrate Custom Workflows with API Support: Connect Emitrr with your existing systems to create workflows tailored to your business needs.
• Prioritize Calls with Geolocation-Based Screening: Manage calls based on the caller’s location, perfect for region-specific services or promotions.
• Seamless Integration: Connect Emitrr with Salesforce, Zoho, or HubSpot to enhance customer data and workflows.

Emitrr Pros

• Intuitive User Interface: JustCall features a simple, user-friendly interface that makes it easy for anyone to navigate and use effectively.
• Seamless Integrations: The platform integrates effortlessly with tools like Pipedrive for lead management and Make.com for automation, enhancing productivity.
• Exceptional Customer Support: Their responsive, reliable, and excellent customer service ensures a smooth user experience.
• Easy Installation and Free Features: Quick to set up, JustCall offers free text and calling services, adding great value to its functionality.

Emitrr Cons

• Emitrr keeps adding new features and there is no major issue with this software. 

Emitrr Pricing

• Emitrr pricing starts with $30 per user/month (billed annually)

Emitrr Integrations

This phone system for insurance offers 500+ integrations across different industries such as dental, recruiting, real estate, etc. with tools like:

• MailChimp
• Denticon
• AthenaHealth
• Zapier
• Salesforce
• HubSpot
• Facebook
• HouseCall Pro
• Slack 
• And more!

Emitrr Customer Support Channels

• Live chat: Chat with Emitrr’s live representatives
• Phone: Call Emitrr at +1 (210) 941-4696
• Email: Send email to Emitrr’s support team at [email protected]
• Knowledge base
• FAQs/forum
• SMS 

Emitrr Ratings

• Capterra – 4.8 / 5
• G2 – 4.7 / 5

Emitrr Reviews 

“AWESOME. I would recommend to anyone looking for a messaging platform. Especially love having a text friendly retail number that is the SAME as the number we’ve always had.”

“10/10 – they are very responsive and love hearing ideas of how we will use it and what additional features would be helpful.”

Source: Capterra

2. JustCall

JustCall is another autodialer for insurance agents that manages calls efficiently. This insurance dialer offers agents the capability to call directly from their CRM which helps in boosting efficiency. This auto dialer for insurance agents offer seamless integration with other popular business tools making it a comprehensive platform for insurance agents. Let’s have a quick look at this insurance call center software:

JustCall Features 

• 2-Way Messaging: Enables interactive communication by allowing users to send and receive messages seamlessly.
• Call Center Management: Offers tools to monitor and optimize call center activities.
• Call Conferencing: Enables multiple participants to join a single call for group discussions.
• Call Disposition: Tracks the outcome or status of each call for follow-up purposes.
• Call Tracking Metrics: Monitors call data to measure campaign or agent performance.
• Call Transcription: Converts call conversations into text for easy review and documentation.
• Call Transfer: Transfers calls to another department or individual effortlessly.
• Multi-Channel Communication: Supports communication across various platforms like SMS, email, and calls.
• Outbound Call Center: Handles outgoing calls for sales or support activities.
• Performance Management: Tracks and improves team performance through analytics.
• Phone Key Input: Enables numeric input for navigating call options.
• Power Dialer: Automates dialing sequences to increase calling efficiency.
• Predictive Dialer: Uses algorithms to call numbers likely to answer.
• Real-Time Analytics: Provides live data insights to improve decision-making.
• Real-Time Chat: Enables instant messaging for quick responses.

JustCall Pros

• Transparent and Affordable Pricing: Emitrr ensures clear and upfront pricing with no hidden costs, making it an excellent choice for businesses seeking budget-friendly solutions.
• Outstanding Customer Support: Emitrr’s exceptional customer support has earned it a stellar 5/5 rating on reputable platforms like Capterra, demonstrating its commitment to user satisfaction.
• Comprehensive Feature Set: Packed with an array of features, Emitrr provides everything a business needs to elevate its customer communication strategies effectively.
• Simplified CRM Automation: With Emitrr, businesses can automate customer relationship management tasks, optimizing workflows and enhancing operational efficiency.
• Intuitive and User-Friendly Interface: Emitrr’s dashboard is designed for ease of use, allowing users to navigate seamlessly without requiring technical expertise.

JustCall Cons

• Lack of Caller Selection: When multiple calls come in from different accounts, the platform does not allow users to choose which caller to answer, limiting flexibility.
• Network and Connection Issues: Occasional network interruptions and voice cutting during calls affect the overall communication quality.
• Annoying Chrome Notifications: The Chrome extension bombards users with frequent, repetitive notifications about speaker connections, making it disruptive and frustrating.
• Difficulty Locating Voicemail: Finding voicemail within the app is cumbersome, leading to inefficiencies in accessing important messages.
• General User Dissatisfaction: The app faces multiple usability challenges, leaving some users with numerous grievances about its performance.

JustCall Pricing

This auto dialer for insurance agents offers various pricing plans:

• Essentials: $19 per user/month 
• Team: $ 29 per user/month
• Pro: $ 49 per user/month
• Business: Custom pricing

JustCall Integrations

This insurance dialer offers integrations with various tools:

• HubSpot CRM
• Dropbox Business
• Zoho CRM
• Zapier
• Freshdesk
• Pipedrive
• Zendesk Suite
• ActiveCampaign

JustCall Customer Support Channels

• Live Chat Support
• Email Support
• Knowledge Base/Help Center
• Phone Support

JustCall Ratings

• Capterra – 4.2 / 5
• G2 – 4.3 / 5

JustCall Reviews 

“Unauthorised charging and short refunds. Locked out of account with credits bought and paid for.”

“Pricing structures no longer align with my business use, customer support has gone downhill”

3. RingCentral

RingCentral is a cloud-based platform that is also a decent platform as an autodialer for insurance agents. The intuitive interface of this auto dialer for insurance agents makes it easy for agents to manage calls and comprehensive analytics also offer insights into call performance. This insurance call center software is equipped with features like team messaging, SMS, contact center, voicemail to email, and more to make customer communication smooth. Let’s have a look at this insurance call center software: 

RingCentral Features 

• Interactive Voice Response (IVR): Automate call routing by using customer inputs to improve operational efficiency.
• Call Queues and Shared Lines: Manage high call volumes and allow teams to handle calls using shared numbers for better collaboration.
• Voicemail Transcription: Get voicemails transcribed into text or sent via email for quicker review and response.
• Custom Greetings and Hold Music: Personalize your customer experience with custom greetings and tailored on-hold music.
• Softphone and Mobile Access: Make and receive calls from desktops, laptops, and mobile devices, providing flexibility and mobility.
• Analytics and Custom Reports: Create detailed reports and gain insights into call performance, team productivity, and customer behavior.
• CRM Integrations: Integrate with popular CRM tools such as Salesforce, HubSpot, and Microsoft Teams to streamline workflows.
• Global Calling Options: Access affordable international calling plans and global numbers for international business communication.
• AI-Powered Insights: Utilize AI-driven analytics to optimize communication strategies and improve operational efficiency.

RingCentral Pros

• Global Reach: Affordable international calling plans and access to local numbers worldwide ensure seamless global communication.
• Extensive Integrations: Easily connects with over 200 tools such as Salesforce, HubSpot, Microsoft Teams, and Slack for enhanced workflow.
• Comprehensive Communication Suite: A unified platform that integrates VoIP, video conferencing, messaging, and contact center tools for streamlined communication.
• Security and Compliance: Offers robust encryption, multi-factor authentication, and HIPAA compliance to protect sensitive data, especially for industries that require it.
• Ease of Use: With an intuitive interface and easy setup, the platform is user-friendly for teams of all sizes.

RingCentral Cons

• Complex Setup Process: Setting up RingCentral can be difficult for businesses without IT support, and customizing the platform to meet specific needs may take longer than expected, delaying its full adoption.
• Integration Limitations: This insurance dialer does not offer seamless compatibility with niche or custom software, limiting its appeal for businesses with unique workflows.
• Customer Support Difficulties: Users have experienced long wait times and inconsistent responses, making it harder to resolve technical issues quickly and causing potential operational disruptions.
• Occasional Call Quality Issues: Users report occasional dropped calls or poor audio quality, especially during high usage periods, which can affect effective communication and collaboration.
• Basic Analytics Tools: The analytics provided by RingCentral may not offer the level of detail needed for businesses that require advanced reporting.
• Mobile App Limitations: The mobile app is less intuitive and tends to experience glitches more frequently than the desktop version. 

RingCentral Pricing

This phone system for insurance offers a range of business communication plans:

• Essentials: Starting at $19.99 per user/month (limited to 20 users)
• Standard: Starting at $27.99 per user/month
• Premium:  Starting at $34.99 per user/month
• Ultimate: Starting at $49.99 per user/month

RingCentral Integrations

Here are the integrations this auto phone dialers offers:

• HubSpot
• Google
• Zendesk
• Zoho CRM
• Freshdesk
• Zendesk Suite
• LiveAgents
• Appy Pie
• And others

RingCentral Support Channels 

• Knowledge Base
• Chat
• Email/Help Desk
• Phone Support
• 24/7 (Live rep)
• FAQs/Forum

RingCentral Ratings

• Capterra: 4.3 / 5
• G2:  4.0 / 5

RingCentral Reviews

“poor level of knowledge with agents on the phone, difficult to understand phone agents”

“Predatory billing, company failed to provide working phone after 3rd contact by the owner. Close account only to be billed a $25 phone charge for the non working phone. Today 8 days later we have mailed it back and they have charged another $31 for service left open until they feel like processing the returned phone that didn’t work that they couldn’t replace.”

Source: Capterra

4. Nextiva

Nextiva is another platform that offers a phone system for insurance. This insurance call center software is specifically designed for insurance agents and supports high-quality calls, and extensive CRM integration to make sure the data that they require is readily available. Here is a look at this insurance call center software: 

Nextiva Features 

• Multi-Channel Communication: Integration between communication channels may not be as seamless or intuitive as with specialized platforms, affecting collaboration efficiency.
• Call Center Management: Basic call center features may not meet the needs of businesses with complex call center operations, leading to potential inefficiencies.
• Call Recording: The call recording feature is basic compared to more advanced solutions, limiting its use for detailed analysis or compliance requirements.
• Call Conferencing: While offering call conferencing, Nextiva lacks advanced features found in other platforms, making this insurance dialer less ideal for large or high-profile meetings.
• Call Queues: The call queue system may be less effective for complex routing needs, potentially causing longer wait times for customers.

Nextiva Pros

• Remote Calling App: The Nextiva mobile app enables users to make calls from anywhere, providing flexibility and convenience for remote teams or individuals who are constantly on the move.
• Affordable Pricing: Starting at just $30, Nextiva offers competitive pricing, making it a cost-effective solution compared to other phone systems.
• High Call Quality: Nextiva is highly praised for delivering HD-quality calls, ensuring clear and reliable communication for its users.

Nextiva Cons

• Complicated Layout: The platform’s complex layout can be difficult to navigate, particularly for users who are not familiar with its design or structure.
• Inefficient Dashboard: Having to manage multiple dashboard logins can be inconvenient and confusing, leading to inefficiencies in daily operations.
• User Interface Challenges: The interface of Nextiva is challenging to navigate, making it hard for users to locate and manage features quickly and efficiently.
• Subpar Support: Nextiva’s customer support has received criticism for being slow and unhelpful, leaving users frustrated with their experience.
• Challenging Setup: Setting up Nextiva can be a lengthy process, requiring considerable effort to configure the platform for optimal performance.

Nextiva Pricing

This insurance call center software offers different pricing options:

• Essential – Starting at $23.95 per user/month 
• Professional – Starting at $27.95 per user/month 
• Enterprise – Starting at $37.95 per user/month 
• Ultimate – Starting at $67.95 per user/month 

Nextiva Integrations

This insurance dialer integration options include: 

• HubSpot
• Salesforce
• Zoho
• Workbooks
• Act!
• Goldmine

Nextiva Support Channels 

• Phone Support
• Email/Help Desk
• FAQs/Forum

Nextiva Ratings

• Capterra:  4.6 / 5
• G2:  4.5 / 5

Nextiva Reviews

“Not a very good one. We have been making it work but are very dissatisfied. It’s just not a fit for us and our practice.”

“The phone system was with a lot of technical problems. Auto attendant not working, CRM not working, SMS not working.”

Source: Capterra

5. Five9

Five9 is a cloud-based auto-dialer that excels in handling high volumes of calls. This auto phone dialers offers a range of features to improve the customer experience which includes real-time performance metrics, call monitoring, call reporting, and more. The reporting tool of this auto phone dialer allows agents to analyze performance and improve their strategies, while integration with CRMs ensures smooth workflows. Here is a quick look at this auto dialer for insurance agents: 

Five9 Features

• Call Monitoring: Listening to live calls to assess quality, offer coaching, or ensure compliance with established standards.
• Call Reporting: Creating detailed reports on call activities and performance metrics to evaluate effectiveness and identify trends for improvement.
• Call Tracking: Monitoring and recording calls to measure success, evaluate marketing efforts, or assess the quality of customer service interactions.
• Call Scripting: Providing agents with structured scripts to ensure consistent messaging and streamline communication during calls.
• Call Scheduling: Setting specific times for calls, such as appointments or follow-ups, to guarantee timely and organized communication.
• Call Recording: Capturing and storing phone conversations for quality assurance, compliance, training, or resolving disputes.
• Real-Time Reporting: Generating immediate reports from live data to quickly identify performance gaps and enable prompt action or adjustments.
• Call Tracking Metrics: Monitoring key performance indicators (KPIs) like call volume, conversion rates, or resolution times to evaluate success and areas for improvement
• Call List Management: Organizing and managing lists of contacts for efficient call outreach, follow-ups, and targeted campaigns.
• Multi-Channel Communication: Facilitating communication across various channels like voice, text, email, and social media to engage customers and improve interaction efficiency.

Five9 Pros

• Robust Analytics for Performance Tracking: Five9 offers advanced analytics tools that provide valuable insights into call center performance, enabling businesses to make data-driven improvements.
• Comprehensive Omnichannel Support: The platform allows call centers to handle all customer interactions across various channels from a single interface, enhancing efficiency and service consistency.
• Ideal for High-Volume Call Centers: Designed for scalability, Five9 is well-suited for call centers managing heavy volumes of inbound and outbound calls, ensuring smooth operations.

Five9 Cons

• Steep Learning Curve: Five9’s powerful features and interface may be complex for new users, requiring time and training to fully understand and optimize its potential.
• Costly for Small Businesses: Despite its advanced capabilities, Five9’s pricing can be expensive for small businesses with limited budgets or fewer resources, making it less accessible for them.

Five9 Pricing

• $100 per user per month

Five9 Integration

This auto dialer for insurance agents integrates with various third-party platforms: 

• Salesforce
• Zoho
• Freshdesk
• Zendesk
• Gong.io
• Grow
• Textdrip

Five9 Customer Support Channels

• Phone Support
• Email Support
• Live Chat Support
• Help Center/Knowledge Base
• 24/7 Customer Support

Five9 Ratings

• Capterra: 4.2 / 5
• G2: 4.0 / 5

Five9 Reviews

“It has not been a great one, but unfortunately my company requires its use. I am not satisfied with the overall functionality of the application and am highly disappointed in the call transferring capabilities.”

“Poor support, no ownership over their product, daily crashes.”

Source: Capterra

6. Talkdesk

Talkdesk is another auto dialer for insurance agents, this auto-dialer enhances the efficiency of calls, and its AI-driven insights enable agents to provide more personalized customer service. Additionally, this auto dialer for insurance agents offers omnichannel support, allowing agents to manage client interactions across multiple platforms without any hassle. Here is a quick look at this auto phone dialers:

Talkdesk Features

• Call Center Management: Tools and features designed to oversee, optimize, and manage a call center’s operations for maximum efficiency.
• Call Logging: Recording essential details of each call, such as duration, outcome, and caller information for tracking and analysis. 
• Caller ID: Displaying the caller’s identity or number to the agent, allowing for personalized interactions and efficient call handling.
• IVR (Interactive Voice Response): Automating call handling with pre-recorded menus, enabling callers to navigate self-service options without speaking to an agent.
• Integrations Management: Connecting your phone system with other software tools (CRM, marketing platforms, etc.) for seamless workflow and enhanced performance.
• Manual Dialer: Dialing phone numbers manually, useful for smaller call volumes or specialized outreach campaigns.
• Multi-Channel Communication: Allowing businesses to manage communication across multiple channels such as voice, email, SMS, and social media in one platform.
• Predictive Dialer: Automatically dialing numbers and predicting when an agent will be available to answer, increasing agent efficiency.
• Reporting/Analytics: Using data analysis tools to generate reports that help businesses assess and improve their customer service and operations.
• Third-Party Integrations: Connecting your communication system with other third-party software tools for enhanced functionality and data sharing.

Talkdesk Pros

• Excellent Call Reliability: Talkdesk provides strong call reliability, which has made the transition to remote work much smoother and efficient.
• Effortless Salesforce Integration: Talkdesk integrates seamlessly with Salesforce, streamlining operations and improving overall efficiency.
• Easy Configuration and Design: Talkdesk’s easy configuration, built-in reports, intuitive user interface, and modern design have contributed to a satisfying experience since its launch.
• Outstanding Customer Success and Innovation: Talkdesk offers excellent customer success management, along with an innovative team committed to enhancing platform capabilities in more effective ways.

Talkdesk Cons

• App Performance Issues The app experiences occasional slowdowns or failures, leading to delays in answering calls, and requiring users to switch to the website.
• Lack of Compatibility with Google Voice: The system is not compatible with Google Voice, causing issues that were discovered too late, resulting in lost clients.
• Unhelpful Support: The recommended fixes for issues often exacerbate the problem, leading to frustration.

Talkdesk Pricing

This auto phone dialers offers various pricing plans: 

• CX Cloud Digital Essentials: $85 per user per month
• CX Cloud Essentials: $85 per user per month
• CX Cloud Elevate:  $115 per user per month
• CX Cloud Elite: $145 per user per month

Talkdesk Integrations

This auto phone dialers offers seamless integration with following tools:

• Slack
• Salesforce Sales Cloud
• Rippling
• Shopify
• Zoho CRM
• Freshdesk
• Pipedrive
• Zendesk Suite
• Nimble

Talkdesk Customer Support Channels

• Phone Support
• Email Support
• Live Chat Support
• Help Center/Knowledge Base
• 24/7 Customer Support

Talkdesk Ratings

• Capterra: 4.5 / 5
• G2: 4.4 / 5

Talkdesk Reviews

“Overall, this has been a poor platform when it is used for general telephony purposes, i.e., just making and receiving phone calls as you would use a desk phone.”

 “Support and Billing needs to much time to reply. The billing system is not transparent at all. You cannot see the cost of each call in your dashboard. You never know when you will be overcharged. Nobody cares about you after you have signed the contract. They are interested only in your money.”

Source: Capterra

7. Kixie

Kixie is known for supporting insurance agents in extending their customer outreach, improving revenue, and minimizing the rates of call abandonment. This insurance call center software offers smooth customer communication without any compromise on quality. Here is a look at this software:

Kixie Features

• Automatic Voicemail Drop: This feature allows agents to leave pre-recorded voicemails with a single click, saving time and improving productivity during outbound calls.
• Power Dialer: The power dialer automatically dials numbers in sequence, optimizing call volume and efficiency.
• Customizable Cadence: Customizable cadence allows for personalized dialing patterns based on business needs.
• Local Presence Feature: The local presence feature enables calls to display as a local phone number, increasing the likelihood of the call being answered.
• Integrated CRM for Seamless Lead Management: With integrated CRM functionality, businesses can manage leads, track customer interactions.

Kixie Pros 

• Efficient Contact List Uploading: Kixie PowerCall makes it easy to quickly upload contact lists, streamlining the process and saving time.
• Great Customer Support: The system rarely has issues, and when there are any, Kixie’s support team is responsive and helpful, ensuring smooth operations.
• Customization and Optimization: The support from the team is highly valuable in tailoring and optimizing the tool to meet specific business needs.
• Enhancing Sales Skills: Kixie’s call listening feature helps improve sales techniques by allowing users to review their own and others’ calls for better performance.

Kixie Cons

• Confusing Call Information Display: The previous caller’s name displayed under the dial input led to confusion about the current call recipient.
• Steep Learning Curve: Getting started with the software is challenging, as the learning process is not intuitive.
• Lack of Marketing Analytics Integrations: The absence of integrations with marketing analytics tools limits the ability to track campaign performance.
• Disruptive Software Updates: Software updates occurring during peak calling hours can be frustrating.

Kixie Pricing

• Request quotation

Kixie Integrations

This auto dialer for insurance offers various integrations which include:

• Slack
• Shopify
• Salesforce Sales Cloud
• monday.com
• HubSpot Marketing Hub
• Zoho CRM
• Zapier
• Pipedrive
• Zendesk Suite
• Brevo

Kixie Customer Support Channels

• Email Support
• Phone Support
• Live Chat Support
• Help Center/Knowledge Base

Kixie Ratings

• Capterra: 4.7 / 5
• G2: 4.8 / 5

Kixie Reviews

“KIXIE now offers ZERO customer service–Terrible! Zero REFUNDS. They don’t care about the customer. Not responsive to building in new technology that is needed (hello? Bulk texting???) What more is there to say?”

“Fails frequently. No weekend support or phone support. “

Source: Capterra

8. PhoneBurner 

PhoneBurner is designed to boost the efficiency of insurance agents. This auto phone dialers has features that prevent the hassle of manual dialing, and a built-in CRM ensures that all client details are at the agents’ fingertips. This phone system for insurance supports call tracking, email follow-ups, performance analytics, and more. Let’s have a quick look at this phone system for insurance:

PhoneBurner Features

• Power Dialer for High-Volume Sales: The power dialer automates dialing for sales teams, enabling them to connect with more prospects in less time, increasing outreach efficiency.
• Real-Time Analytics and Reporting: Offers live data insights and detailed reports to track call performance, measure success, and adjust sales strategies on the go.
• One-Click Voicemail Drops: Allows users to leave pre-recorded voicemails with just one click, saving time and helping focus on live interactions.
• Lead Management and Distribution Tools: Simplifies organizing, assigning, and tracking leads, ensuring sales teams can efficiently follow up and close deals.

PhoneBurner Pros

• Effortless Setup and Onboarding: PhoneBurner is simple to set up and intuitive to use, with great onboarding training and a free trial to help users evaluate its suitability.
• Exceptional Customer Service: The platform offers outstanding customer support, ensuring smooth implementation and resolving issues effectively during every stage.
• User-Friendly and Feature-Rich: PhoneBurner is thoughtfully designed with a user-friendly interface, robust reporting tools, and excellent customer service to optimize workflow.

PhoneBurner Cons

• Inability to Identify Fax Numbers: The system struggles to differentiate fax numbers during cold calls, leading to wasted time and effort.
• Lack of Options for Stalled Calls: The platform lacks disposition buttons to handle calls that stall or fail to connect, leaving users without clear next steps.
• Challenges with Low Connect Rates: The tool also fall short in industries with low connect rates, limiting its ability to engage with more prospects.
• Performance Issues and Freezing: Occasional slowdowns and freezing disrupt the workflow, and the pause feature can malfunction, causing unintended call drops or skipped numbers.

PhoneBurner Pricing

This phone system for insurance offers various pricing options: 

• Standard: $127 per month/per user
• Professional: $152 per month/per user
• Premium: $169 per month/per user

PhoneBurner Integrations

This auto dialer for insurance agents offers seamless integration with various third party platforms:

• MailChimp
• Salesforce Sales Cloud
• monday.com
• HubSpot Marketing Hub
• Zoho CRM
• Zapier
• Pipedrive
• Constant Contact

PhoneBurner Customer Support Channels

• Phone Support
• Email Support
• Live Chat Support
• Help Center/Knowledge Base

PhoneBurner Ratings

• Capterra: 4.8 / 5
• G2: 4.7 / 5

PhoneBurner Reviews

“The Worst Support and Billing Team – Horrible Service”

“Nothing but issues using this software.”

Source: Capterra

9. Aircall

Aircall is a cloud-based phone system that comes with a smart auto-dialer for insurance agents. This auto dialer for insurance agents makes outbound calling easier, integrates with CRMs, and allows teams to collaborate through shared call activity logs. Here is a quick look at this insurance call center software:

Aircall Features 

• Call Recording: Aircall allows businesses to record and store calls, providing valuable resources for employee training, quality assurance, and regulatory compliance.
• Auto-Dialer: Automates the process of dialing phone numbers, saving time for agents.
• Automatic Outbound Dialer: Automates outbound call campaigns for increased productivity.
• Call Queue Management: With Aircall’s call queue feature, incoming calls are systematically organized and directed to the next available agent, reducing customer wait times and improving satisfaction.
• Call Center Management Tools: Aircall offers features like call routing, queue management, and agent performance tracking to streamline call center operations and boost service efficiency.
• Call Conferencing: The platform supports easy-to-use conference calls, enabling teams and clients to collaborate effectively, enhancing communication and productivity.
• Call Disposition: Lets agents categorize calls with specific outcomes for better follow-up.
• Automatic Call Distribution: Distributes calls evenly among agents to balance workloads.

Aircall Pros

• Intuitive Design: Aircall is recognized for its straightforward and user-friendly design, ensuring seamless communication management for its users.
• Robust Customer Support Team: Customers value Aircall’s prompt and efficient customer support, delivered by a knowledgeable and professional team.
• Organized Call Management: Features like call routing, logging, and queue systems streamline call handling for maximum efficiency.

Aircall Cons

• Connection Stability Issues: Some users experience occasional call drops or unstable connections, affecting call quality and business operations.
• Poor Call Quality: Intermittent sound issues have been reported, impacting the clarity and reliability of conversations.
• Inconsistent Call Log Functionality: Users have noted challenges with call logs, including incomplete or inaccurate data.
• Billing Errors: There have been instances of incorrect billing, causing frustration and the need for resolution.
• Refund Issues: Delays or complications in processing refunds have been reported by some customers.
• Limited Integrations: The platform offers fewer integration options, which can restrict compatibility with other tools and hinder workflow automation.
• Higher Pricing: Aircall’s pricing may not suit smaller businesses or those with budget constraints, as it is higher than some competitors.
• Contractual Commitment: Businesses seeking flexibility may find long-term contracts restrictive and less appealing.

Aircall Pricing

This auto dialer for insurance offers several pricing plans:

• Essential: Starting at $29 per user/month 
• Professional: Starting at $49 per user/month 
• Custom (Enterprise): Custom pricing

Aircall Integrations

This insurance dialer offers various integrations including:

• Slack
• HubSpot
• Shopify
• Salesforce
• Zapier
• Front
• and more!

Aircall Customer Support Channels

• FAQs/Forum
• 24/7 (Live rep)
• Knowledge Base
• Chat
• Email/Help Desk
• Phone Support

Aircall Ratings

• Capterra: 4.3/5
• G2: 4.3/5

Aircall Reviews

“Call quality is really bad, all of my colleagues complain about calls dropping or customers not being able to hear them.”

“Poor call quality, ridiculous pay terms and cancelation policy”

Source: Capterra

10. Dialpad

Dialpad is an innovative communication platform designed specifically for insurance agents. This auto dialer for insurance agents offers AI capabilities for automatic transcription of calls, suggesting real-time information, and conversation analysis to enhance the performance of agents. The smooth integration of Dialpad with CRMs and other tools offers streamlined workflows to maintain leads and build valuable client relationships. Here is a look at the features, pros, cons, pricing, and other details of this auto dialers for insurance agent:

Dialpad Features

• Voice Intelligence: Dialpad’s AI-powered tool transcribes calls in real-time, offering actionable insights and eliminating the need for manual note-taking.
• Unified Communications: Integrates voice, messaging, and video conferencing into a single platform for seamless multi-channel communication.
• Voicemail Transcription: Converts voicemails into text, enabling users to quickly read and respond to missed messages.
• Call Routing: Directs incoming calls to the right team member or department to enhance efficiency and customer satisfaction.
• Automated Attendant: Provides automated menu options to route callers to the appropriate resource or department.
• Call Monitoring: Supervisors can listen in on live calls for coaching and quality assurance.
• Call Recording: Records calls for training, compliance, and quality review purposes.
• Call Reporting: Generates detailed analytics to track performance and optimize call center operations.
• Call Logging: Automatically saves call details for future reference and reporting.
• Call Center Management: Features like agent performance tracking and queue management streamline overall operations.
• CRM Integration: Connects with customer relationship management systems for better customer interactions.
• Auto-Dialer: Automates the dialing process, improving efficiency in outbound campaigns.
• Call Disposition: Lets agents categorize calls with specific outcomes to improve follow-ups and recordkeeping.

Dialpad Pros

• User-Friendly Interface: Dialpad provides a sleek, modern dashboard that simplifies navigation and enhances platform usability.
• AI Transcription: The AI-driven transcription feature automatically records and transcribes calls, streamlining note-taking and conversation review.
• Feature-Rich Platform: Packed with advanced tools like call analytics, integrations, and unified communications, Dialpad caters to diverse business needs.
• Responsive Support: Dialpad’s customer support is prompt and reliable, ensuring users receive quick solutions to their issues.

Dialpad Cons

• Inconsistent Call Quality: Some users report occasional disruptions in call quality, particularly during high traffic or in regions with weak internet connectivity.
• Delayed Notifications: Notifications for missed calls or messages sometimes arrive late, which can hinder timely responses.
• Limited Advanced Call Center Features: While offering basic functionalities, Dialpad lack specialized tools like custom dashboards or advanced queue management required by larger call centers.
• Complex Setup for Large Teams: Deploying Dialpad for bigger teams with intricate communication needs can be time-consuming and require additional customization.
• Limited Customization: The platform offers fewer options for tailored features, which might not fully meet unique business requirements.
• Limited International Calling Options: Its international calling features are not as extensive as those of competitors.
• Costly for Small Businesses: Dialpad’s pricing structure, especially for premium plans, is not affordable for startups or small-scale operations.

Dialpad Pricing

This auto dialer for insurance agents offers three pricing options:

• Standard: $15/user/month
• Pro: $25/user/month
• Enterprise: Custom

Dialpad Integrations

This insurance dialer integrates with various CRM tools, including:

• Salesforce
• HubSpot
• Zendesk
• Pipedrive
• Zoho
• And more!

Dialpad Customer Support Channels

• Livechat
• Help Center
• Call
• FAQs

 Dialpad Ratings

• Capterra: 4.2/5
• G2: 4.4/5

Dialpad Reviews

“Tactics DO Not Sign UP-Beware Deceptive Sales”

“Overcharged for Months with No Resolution – Terrible Customer Service!”

Source: Capterra

Why Emitrr Is The Best Auto Dialer For Insurance Agents?

Improved Conversations with Extensive Features

• Contact Management: Emitrr’s contact management tool allows agents to efficiently organize and prioritize their leads. With features like real-time updates, and automated contact workflows, agents can focus on high-priority clients

• Campaign Customization: Emitrr offers insurance agents the capability to create customized campaigns based on specific goals. Be it a regular client or cold leads you can customize campaigns for targeted messaging. 

• Call Dispositioning and Follow-ups: After each call, Emitrr allows agents to log the outcome (disposition) and schedule follow-up actions. This ensures no lead is forgotten, and follow-ups happen at the right time, helping agents stay on top of their prospects and maintain momentum in the sales process.

• Boost ROI with real-time analytics: This insurance call center software also offers the feature of analytics and reporting that help businesses filter out strategies and plans to optimize their strategies. 

• Call recording and monitoring: With features like built-in call recording and monitoring, Emitrr enables insurance agents to review conversations that help them analyze quality assurance for training and even compliance purposes.

Streamline Repetitive Tasks

Emitrr excels when it comes to automating repetitive manual tasks. Instead of manually dialing numbers, scheduling calls, or leaving voicemails one by one, Emitrr automates these processes with precision. This auto dialer for insurance agents also schedules follow-up calls based on pre-set preferences, ensuring no lead slips through the cracks. This enables agents to focus more on engaging with prospects and delivering personalized services.

To know more about Emitrr’s automation, check out our YouTube video:

TCPA Compliant 

Emitrr ensures full compliance with the Telephone Consumer Protection Act (TCPA), preventing potential legal risks for insurance agents. The best auto dialer for insurance agents helps agents avoid penalties by providing features like opt-out management and consent tracking.

Multi-Channel Communication

Emitrr supports multi-channel communication, enabling agents to interact with clients through voice calls, SMS, emails, and more. This flexibility allows agents to engage with clients through their preferred channels, enhancing overall customer satisfaction.

Offers Great Value for Money

Emitrr offers extensive features, proactive support, and robust automation on its platform so you might think it must be costly, let me break it to you. Emitrr is not at all costly and will not break your bank. The platform’s extensive features, combined with its scalability, provide excellent value for money making it an ideal choice for insurance agents looking to for affordable auto phone dialers

AI-powered Integration 

Emitrr, the best auto dialer for insurance agents, is currently developing more advanced AI-based features to make processes even more streamlined and automated for its customers. Future tools will utilize artificial intelligence to make communication and task management even more efficient and intuitive.

Frequently Asked Questions

Conclusion

Auto dialers for insurance agents can be a game changer for your insurance business. With a plethora of options like Five9Five9, RingCentral, Dialpad, JustCal, etc. Emitrr stands out among the rest!! Emitrr is a robust auto dialer option preferred by many businesses for its automation abilities that help in improving live conversions. With the best auto dialer for insurance agents which is packed with everything you need, Emitrr can transform your insurance business. Want to know more!! Book a demo now!!