Dialer & CRM + integrated lead marketplace
The Profit Engine for Insurance Agents.
Write more policies and make more money with less headache. Take live inbound calls from the built-in marketplace or dial your own leads, with AI coaching you on every call. ACA, Medicare, final expense, life and more.
Good afternoon,Dana TorresThursday, October 29
Total calls98▲ 12% vs yesterday
Total sales4▲ 1 vs yesterday
Conversion rate4.1%▲ 0.6% vs yesterday
AI insight
Your $25 ACA tier is closing at 1.5× the rate of your $20 tier today.
→Focus & Insights
All campaigns
Today
Today’s highlights
- 1:40 PMWallet auto-refill added $100Balance back above $25
- 11:15 AMConnection rate is 53%Above your 7-day average
- 9:00 AMCalls peaked at 9 AM with 16 callsYour busiest hour today
Inbound calls41▲ 8% vs yesterday
Outbound calls57▲ 14% vs yesterday
Average CPA$57.50▼ 4% vs $60 target
Spent on leads$230From your wallet
Book of business212 active9 pending
Calls by TimeTotal callsConnectedAverage
Today
20151050
11 calls this hour
6am8am10am12pm2pm4pm6pm8pm
Conversion funnel
Total calls98
Connected52
Conversations31
Sales4
Conversion4.1%
Campaign Performance
Today
CampaignCallsBillableSalesCPASpend
Ringing+1 (512) 555-0148Inbound · ACA $20 tier
DeclineAnswer
LR
Linda R.ACA · TX · Age 44 · family of 3 · new to you
Billable in 0:10GuidanceLive Transcript
Checklist · live0/3 required
LR
Linda R.Inbound · ACA $20 tier · filled from the call
New leadOverviewPoliciesNotesFiles
Full legal nameAI
Date of birthAI
ZIP · countyAI
HouseholdAI
Est. annual incomeAI
Coverage todayAI
Doctor to keepAI
Plan chosenAI
AutomationsPolicy milestonesTwo days later · 9:12 AM
Webhook inPolicy status: ApprovedWaiting
Send SMSTo Linda R.Queued
Send emailTo Linda R.Queued
POST /hooks/policy-status { "client": "Linda Ramirez", "status": "approved", "plan": "Silver" }
Text message
Hi Linda, it’s Dana Torres. Good news: your Silver plan application was approved. Your ID cards are on the way. Questions? Just reply here.
Delivered ✓Email
- From:
- Dana Torres
- To:
- Linda Ramirez
- Subject:
- Your Silver plan is approved
You’re all set, Linda.Your application was approved. Here’s what happens next, when your ID cards arrive, and how to reach me any time.
Call ended · 6:42Linda R. · Inbound · ACA $20 tier
Call outcome
Select here
Notes
- Sale
- Callback
- Not interested
- Do not call
Save to Linda’s file
Engine processed over $100M in policy commissions