The Dialer Built for Insurance Agencies
Own your numbers, protect your leads, and stay compliant — without slowing your agents down.
Your biggest risk isn't lead volume —
it's loss of control.
Most dialers are built for individual reps. That leaves agency owners exposed.
Agents using personal phones
When agents call from personal numbers, the agency has zero record of the conversation — and zero control over the relationship.
Numbers leaving when agents leave
If your agent walks, your phone number walks with them. Prospects call back and reach someone who no longer works for you.
No visibility into conversations
You can't coach, audit, or protect your agency when calls and texts happen outside your system.
FMO and compliance exposure
Without clear boundaries and audit trails, one rogue agent can create carrier issues, FMO conflicts, or regulatory problems.
Built so the agency stays in charge.
Every feature is designed with one principle: the agency owns the communication, not the agent.
Agency-Owned Numbers
Every phone number is registered to and controlled by the agency. When an agent leaves, the number stays. Your prospects always reach your agency — not a former employee.
Centralized Call & SMS Logging
Every call, text, and voicemail is logged automatically under the agency's account. Full conversation history is always accessible to owners and managers — no gaps, no blind spots.
Role-Based Access Control
Owners see everything. Managers see their teams. Agents see only their own work. Permissions are enforced at the system level — not by trust.
Complete Audit Trail
Every interaction is timestamped, attributed, and exportable. When a carrier or FMO asks for records, you have them — instantly and completely.
Designed for agencies that work with FMOs and carriers.
When you work across multiple FMOs and carrier relationships, communication boundaries aren't optional — they're essential. Our platform enforces them by design.
Clear communication boundaries
Agent-level permissions ensure conversations stay within their assigned scope. No accidental cross-selling or carrier conflicts.
No cross-agency data leakage
Data is compartmentalized at the agency level. Agents can't access, export, or transfer leads outside their boundaries.
Exportable activity logs
Generate detailed activity reports for carrier audits, FMO reviews, or internal compliance checks — on demand.
Instant access control
Revoke agent access in seconds. When someone leaves or changes roles, their permissions update immediately.
Up and running in four steps.
We keep onboarding simple so you can focus on what matters — running your agency.
Create your agency
Set up your agency profile, define your team structure, and configure your compliance settings.
Assign numbers & leads
Provision agency-owned numbers and distribute leads to your agents through the system.
Agents call & text
Your agents make calls and send texts inside the platform — every interaction is logged automatically.
You see everything
Monitor activity in real time. Review calls, read transcripts, and export reports whenever you need them.
Work from anywhere. Stay in control everywhere.
Your agents need flexibility. You need visibility. Our native apps for desktop and mobile give both — without compromising on compliance or oversight.
Desktop — Windows & Mac
Mobile — iOS & Android
Built for agencies that care about control.
This platform is purpose-built for insurance agency owners who need visibility, compliance, and operational control as they scale.
- Agencies with 10–100+ agents
- Medicare, Life, and ACA-focused agencies
- Agencies scaling beyond spreadsheets and personal phones
- Owners who want full visibility into agent activity
- Teams working across multiple FMOs and carriers
If you're a solo agent, this platform likely isn't for you. We built this for agency owners who need to manage teams — not individuals managing themselves.
Stop losing control.
Start scaling safely.
Join agencies that have taken back ownership of their communication and compliance.
We onboard agencies manually to ensure compliance.