Managed telephony for insurance agencies.
Dialerportal already provides centralized, managed telephony for insurance agencies, one phone system across every agent and branch, with call routing, IVR, compliance recording, CRM sync and an outbound dialer for renewals. We set it up and run it for you.
One phone system for your whole agency
Dialerportal's managed telephony for insurance agencies is a single, centralized phone system that runs every agent and branch, set up and managed for you, so you don't need an in-house phone admin.
One centralized phone system
Call routing across branches
Recording for compliance
CRM integration
Outbound dialer for renewals & leads
SMS reminders
DIDs & local presence
Managed setup & support
From scattered lines to one managed system
We handle the setup and ongoing management, your agents just log in and call.
We map your agency
Tell us your branches, teams and how calls should flow. We design the routing, IVR menus and recording policy around how your agents actually work.
We set it up & manage it
Numbers, DIDs, call flows, dialer lists and CRM integration are configured for you. This is a managed service, you don't need an in-house phone admin.
Agents go live across branches
Producers log in from desk, desktop or mobile on one centralized system. Most teams get core Dialerportal tools live within 24 to 48 hours.
Renewals & leads on the dialer
Load renewal and lead lists into the outbound dialer, fire SMS reminders, and watch recordings and reports, all from a single dashboard.
The same platform powers our Cloud PBX and call center, so your agency's routing, recording and dialer all live in one place.
An AI voice agent for the calls your producers never reach
Your managed phone system routes callers to the producer or branch that handles them. The AI voice agent covers what still rings out: the quote shopper calling at 9pm, the overflow during a renewal push, the policyholder reporting hail damage on a Sunday. We write the script with you and run it as part of the same managed service, so it only answers what your agency wants it answering, and every call logs to your CRM.
Takes quote inquiries and the details you rate on
Someone shopping three agencies in one evening buys from whoever picks up. The agent takes the inquiry in natural conversation and captures what a producer needs before quoting: the line of business, the vehicles, drivers or property involved, the current carrier and renewal date, and any prior losses. Your producer opens a workable quote request in the morning instead of a name and a phone number.
Takes first notice of loss overnight
A rear-end collision on the interstate or a burst pipe at 2am does not wait for the branch to open. The agent collects the date, time and location of the loss, the policy or vehicle involved, what happened and whether anyone was injured, then passes the report to your claims contact. If the caller is at the roadside, has water still running or cannot get back into the property, it stops the questions and warm transfers to whoever is on call.
Handles the routine servicing calls
A large share of what reaches your service desk is a policyholder wanting an auto ID card resent, a certificate for a lender, the date the policy renews, or how and where to make a payment. The agent answers those questions in conversation and books a callback with the right producer when the request genuinely needs a person. Your team stops spending the first hour of the day on calls that were never licensed work.
It never tells a caller what is covered
Coverage is the one answer an agency cannot afford to have given loosely. The agent offers no coverage advice, will not confirm whether a loss, a driver or a vehicle is covered, and cannot bind, endorse or cancel anything. Those calls go to a licensed producer, by warm transfer when someone is free and a booked callback when nobody is.
Insurance telephony, your questions
What agency owners and operations managers ask before centralizing their phones.
Yes. Dialerportal already provides centralized, managed telephony systems for insurance agencies, one phone system spanning agents and branches, with call routing, IVR, recording and CRM integration, set up and run for you.
Yes. That's the core of it. Every agent, branch and remote producer runs on a single centralized phone system, so calls route between locations, reporting is unified, and you manage everything from one dashboard instead of separate systems per office.
Recording is built in across the agency, so quote disclosures, policy changes and consent conversations are captured and retrievable. That gives your agency a documented audit trail for compliance reviews and disputes.
Yes. The outbound dialer supports predictive, progressive and preview modes for working renewal lists and new leads, paired with SMS reminders so policyholders get nudged before a policy lapses.
Yes. Calls, recordings and contact data sync into the CRM your agency already uses, so every policyholder interaction is logged against the right record without manual data entry.
No. This is a managed service, we run it for you. Setup, routing, DIDs and ongoing changes are handled by Dialerportal, and the chat widget connects you to a human in about 30 seconds when you need a change.
It answers in natural conversation around the clock and takes the calls your producers miss: after hours, weekends and overflow during a renewal push. It can capture a quote inquiry with the details you rate on, take first notice of loss and route a genuine emergency to your on-call person, answer routine servicing questions about documents, renewal dates and payments, and book an agent callback. It gives no coverage advice and cannot bind, change or cancel a policy. Calls log to your CRM.
Centralize your agency's phones
See how fast we can put every agent and branch on one managed phone system. Talk to a human at 1-888-488-8138.