Features

Everything your team needs
to close more appointments

Every feature here is shaped around the insurance lead workflow. No bloat, no generic tooling, just what your team needs to connect, qualify, and book.

Core Engine

Power Dialer

Maximize connect rates with an engine built for high-volume insurance lead calling.

  • Auto-dial through lead queues with one-click session start
  • Smart prioritization by callback time, last contact, and lead score
  • Pause, resume, and manage sessions without losing your place
  • Configurable wrap-up timers between calls
  • Session queue snapshots so your list stays consistent mid-session
12leads in queue
▶ Start Session
Upcoming Callbacks
Sarah Johnson2:30 PM
Mike Davis3:15 PM
Browser Calling

Live Softphone

A full phone right in your browser. No desk phone, no app to install, no IT setup.

  • Crystal-clear browser calling with US minutes included
  • On-screen keypad for navigating phone menus
  • One-click hold and resume
  • Live call timer and status display
  • Every call recorded, with secure playback and download
Connected
02:34
John Smith — Acme Insurance
(555) 123-4567
HoldMuteKeypadHang Up
Never Miss A Call

Inbound Call Queue

Take callbacks during an outbound session without dropping the call you’re on.

  • Answer right away or put your current call on hold to pick up
  • Queue an incoming call to present right after the current one
  • Lead matched by caller’s phone number automatically
  • Missed calls tracked and surfaced for one-click follow-up
  • The next queued call presents automatically when you wrap up
📞Incoming Call
Sarah Johnson — Summit Benefits LLC
(555) 987-6543
AnswerHold Current + AnswerAfter This Call
AI-Powered

Call Intelligence

A clean summary, key quotes, and the next step on every call your team takes, ready within seconds of hangup.

  • A written summary after every conversation
  • Sentiment read and a suggested call outcome
  • Action items pulled out for easy follow-up
  • Full call recordings with secure playback
  • Searchable transcripts that label who said what
  • Carrier, renewal date, premium, and decision-maker pulled out automatically
147
Calls
42
Connects
28.6%
Rate
🧠AI SummaryPositive
Lead expressed strong interest in a group health plan for 15 employees. Requested detailed pricing comparison. Follow up scheduled for Tuesday with benefits package options.
Send pricing comparisonFollow up TuesdayGroup health — 15 employees
0+
Minutes Included
0
Call Outcomes
0
US States Covered
< 0s
Connection Time
Compliance · New

Compliance

Built-in guardrails that keep your team safely inside calling windows and state-specific rules.

  • Quiet hours follow the recipient’s local time zone (8am–9pm by default)
  • Per-state rules for hard blocks, recording settings, and custom hours
  • Two-party consent states flagged on the dialer screen automatically
  • Daily and weekly call-attempt caps per lead
  • Recording disclosures play automatically where required
  • Every call pre-checked for compliance, so blocked calls never dial
⚖️
Quiet Hours Enforced
8:00 AM – 9:00 PM recipient local time
StateRuleRecording
California 2-partyInheritDisclosure
Florida 2-party9am – 8pmAlways
TexasInheritInherit
Washington 2-partyBlocked—
Daily cap 3Weekly cap 8
Team Oversight

Manager Dashboard

See every dialer on your team in real time: who’s working, who’s connecting, and who needs help.

  • Live status showing who’s dialing, on a call, or wrapping up
  • Team leaderboard ranking calls, connects, and appointments
  • Real-time activity feed showing each call’s outcome
  • Performance alerts when wrap-up or idle time runs long
  • One-click drill-down into any dialer’s session details
147
Calls Today
42
Connects
8
Appointments
3
Active Now
Leaderboard
1Sarah A.52 calls · 38%
2Tom B.48 calls · 31%
3Maria C.44 calls · 34%
Analytics

Performance Analytics

The numbers you need to coach your team and hit your appointment goals.

  • Per-dialer connect rates and calls per hour
  • Time breakdown across talk, wrap, pause, and idle minutes
  • Appointment funnel: set, conducted, enrolled
  • A-through-D performance grades you can tune to your team
  • Historical reports filterable by any date range
Sarah AndersonA
52
Calls
20
Connects
38%
Rate
5
Appts
Connect Rate38%
TalkWrapPauseIdle
Close Deals

Appointment Scheduling

Book the appointment. We route it where it belongs — agent, manager, or team — automatically.

  • Schedule directly during a live call
  • Route to available benefits specialists automatically
  • Specialist availability calendars and group management
  • Appointment confirmation and email notifications
  • State-based email routing for regional compliance
DateLeadSpecialistStatus
Apr 10, 2:00 PMJohn SmithMike R.Confirmed
Apr 11, 10:30 AMLisa WangJane D.Pending
Apr 12, 3:15 PMCarlos RuizMike R.Confirmed
Higher Pickup Rates

Caller ID Routing

Show a local number for every state you call. Higher pickup rates, more conversations.

  • Map outbound caller IDs to specific US states
  • Automatic selection based on the lead's state
  • Manage your full number pool from the admin panel
  • Fallback logic when no state match is found
  • Audit trail recording which caller ID was used on every call
StateCaller ID
Texas(214) 555-0100Auto-selected
Florida(305) 555-0200
California(213) 555-0300
New York(212) 555-0400
Agency Tier

Built for multi-state agencies

Three Agency-only capabilities that change how multi-state teams operate. Tune the AI, prove the change works on a real call, and route every booked appointment to the right licensed specialist on autopilot.

Test Drive

Tune your AI without guessing

Edit your instructions, then run them against a real call before you ship. Test Drive runs the AI twice, once with your rules and once without, so you see exactly what changed.

  • Pick any recorded call from your team, or paste any transcript
  • Side-by-side comparison of summary, sentiment, key quotes, and action items
  • See exactly what the AI will look at — before it goes live
  • Iterate in 3-6 seconds per run, included with your plan
  • Ship with confidence: no more "let me check tomorrow's calls" guessing
1Pick a call
2Run AI ×2
3Compare
AI Test Drive · 62 words analyzed
DefaultWithout your instructions
Summary
Sentiment · Disp
NeutralFollow-up
Key quotes 1
TunedWith your instructions
Summary
Sentiment · Disp
PositiveAppt — Jun 1
Key quotes 3
Lead“We renew June 1 with Travelers…”
Lead“Premium jumped about 18% this year.”
Lead“Forty-two employees, up from thirty-six…”
⚡Ready in ~4s · Your rules captured 3 quotes the default missed
Custom AI

AI tuned to your pitch

Industry presets, watchwords, and summary preferences shape every call analysis. Your AI surfaces what matters to your vertical instead of generic call notes.

  • Industry presets for group health, benefits, supplemental voluntary, P&C
  • Custom watchwords and key-quote preferences per vertical
  • Configure summary length, tone, and always-include fields
  • Default next-step library so the AI suggests your playbook
  • Advanced override for power users who want to write their own AI rules
Industry preset
Group HealthBenefits ConsultingSupplemental / VoluntaryProperty & Casualty
Watchwords
renewal datebroker of recordeffective date+3 more
DefaultTest DriveCustom
Generic
Tuned
Territory Routing

Route appointments by state, every time

Map every US state to a specialist group. Appointments auto-route to the right licensed team, with round-robin or send-to-all distribution inside each group.

  • State-to-group routing with one-click setup
  • Specialist groups with shared schedules and licensing zones
  • Round-robin or send-to-all inside each group
  • Override any state with a custom group at any time
  • Audit trail records which specialist took every booking
🌏State → Specialist Group
Texas→Southwest HealthRound‑robin
Florida→Sunbelt BenefitsSend to all
California→West Coast P&CRound‑robin
New York→Northeast GroupRound‑robin
Sunbelt Benefits3 specialists
MRJDAC Live
Built-in CRM

Your insurance CRM, included

Track every lead from cold to closed. Lifecycle stages, appointments, notes, and per-list ROI live in the same place, with no separate CRM to wire up or pay for.

📋
Lead & List Management
Organize leads into smart lists with filters, sorting, and bulk actions.
📊
Lifecycle & ROI Tracking
Track every lead from cold to closed and see which lists are actually paying for themselves.
📤
One-Click CSV Import
Bulk upload leads with automatic duplicate detection and cleanup.
👥
Multiple Contacts Per Lead
Track every contact tied to a lead, including LinkedIn and website.
🎯
Call Outcomes & Callbacks
Tag every call with the right outcome and schedule the next follow-up in one click.
🎙️
Hands-Free Note Dictation
Speech-to-text turns every call into searchable lead notes.
📄
PDF Lead Sheets
Export a polished lead sheet with the full call history in one click.
✨
AI-Extracted Lead Data
Employee counts, carriers, renewal dates, and premiums captured automatically.
Platform

Team & Platform

Roles, real-time activity, and flexible billing for teams of every size.

🔒
Role-Based Permissions
Dialer, manager, and admin roles with fine-grained access controls.
🛡️
Business Policies & Permissions
Enforce wrap-up timers, required call notes, and lead reassignment rules.
📊
Coaching & Performance Reviews
Two-week performance reviews with one-click drill-downs into any call.
💳
Flexible Seat Management
Add or drop seats anytime, with a prorated bill preview before you commit.
✉️
Verified Admin Accounts
Email verification keeps billing and password resets locked down.
⚡
Real-Time Everything
Live status, instant notifications, and always-fresh dashboards.
📞
Calling Minutes Included
US calling minutes shared across your team, bundled into every plan.
🤝
Dedicated Onboarding
White-glove setup and configuration assistance for Agency teams.
Get Started

Ready to book more appointments?

Sign up and start calling in minutes. US calling minutes included with every plan.

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