Auto Dialer for Insurance Agents

Dialing modes available

MightyCall offers three dialer modes to fit different calling strategies and volumes. As an auto dialer for insurance agents, it provides flexible options to handle everything from client renewals to cold lead outreach.

• In Preview mode, agents can see client details before making a call, enabling a personalized touch for complex insurance cases. With this mode, agents can also choose whether to accept the call request and work on the case or decline it. If they decline, the system automatically redirects the call to another available agent.
• Progressive mode automates dialing by placing one call for each available agent. As soon as an agent finishes a conversation and becomes free, the system dials the next number in the campaign list. This ensures that staff are not overwhelmed while maintaining a steady flow of conversations.
• For maximum volume, Predictive mode dials multiple numbers simultaneously and connects agents only when a live person answers, greatly reducing idle time. Perfect for high-volume campaigns such as reaching out to hundreds of new insurance leads, it ensures agents spend more time speaking with prospects and less time waiting between calls.

MightyCall offers all the auto dialer modes a team may need, making the choice of the right mode essential to campaign success. With the right strategy, insurance teams can balance call volume and call quality to match their specific goals.

Best auto dialer features for insurance agents’ efficiency

MightyCall’s dialer is designed for maximum flexibility and minimum downtime, so it comes with a robust feature set:

• Local presence: People are up to four times more likely to answer calls from local numbers. For insurance teams, this means higher pick-up rates when contacting prospects about new policies, renewals, or claims. Local Presence is designed to automatically select the business number that matches the area code of the contact being dialed so the calls appear local. It is available across all dialer modes.
• Custom predictive dialer call volume: Supervisors control how many lines the predictive dialer calls per agent (up to 10) to manage pacing. This “calls per agent” setting lets you speed up outreach when contacting many prospects, or slow down for higher-quality conversations, depending on the contact lists’ engagement.
• Answering Machine Detection (AMD): The system automatically distinguishes voicemails from real pickups and skips unanswered calls. Agents only connect with live customers without wasting time on answering machines and voicemails. They spend more time on real customers interested in insurance purchases or upgrades. Available in Progressive and Predictive modes.
• Voicemail drop: Agents can leave a pre-recorded voicemail with one click whenever a call reaches voicemail. This feature saves time and ensures consistent messaging, making the auto dialer for insurance agents especially valuable for handling large client lists. For example, leaving a prepared callback request or policy update in the client’s voicemail without the agent waiting to repeat it each time. Available in all dialer modes as well as manually-dialed calls and the mobile app.
• Auto answer: When an agent receives a call request, they might answer in 2 seconds or.. in 20. Auto Answer sets a time limit on this response window by automatically connecting the call to the agent after the amount of time defined in the dialer settings. The feature is available in Progressive and Predictive modes.
• Custom call tags & follow-ups: After each call, agents select a call tag—also known as an agent disposition—that records the outcome, such as “Call Back,” “Not Interested,” or “Policy Sold.” These dispositions come from a customizable list and can trigger automated next steps. For example, a “Call Back” might schedule a follow-up in two days, while “Not Interested” closes the record with no further action. Available for all dialer modes.
• AI call summaries: Instead of writing lengthy call notes, agents get instant AI-generated summaries of each conversation. These structured summaries highlight key details (e.g. a client’s expressed needs for coverage or objections) and make it faster for managers to review calls and coach agents. Follow-ups become more efficient as everyone can quickly grasp what was discussed without replaying entire call recordings.
• Custom agent statuses: Managers can define agent status labels beyond “Available” or “Do Not Disturb” to reflect real work states, such as “In Training,” “Reviewing Claims,” or “On Break.” This system helps supervisors analyze agent performance through reports and track activity in real time. For example, if an agent selects “Need Assistance,” a supervisor immediately knows to step in and provide support. Available with all dialer modes.
• Call monitoring: Managers can oversee live calls in four different ways: listening silently, whispering feedback to agents, joining the conversation, or fully intercepting the call. All calls are also recorded and logged for later review, compliance, and training.
• Reports: MightyCall’s reporting covers more than just call counts. Key metrics include connection rate (how many calls reach a live person), abandon rate (to ensure compliance), average talk time (balancing quality and efficiency), and agent productivity (time spent on calls versus breaks). These insights help teams measure performance, maintain compliance, and refine campaigns.

MightyCall dialer features to stay compliant

In addition to running productive and successful campaigns, insurance companies must pay close attention to compliance. While outbound dialers are legal to use, strict regulations govern how and when they can be used. Failure to follow these rules can put operations and reputation at risk.

MightyCall’s dialer includes the following built-in features that make compliance easier to manage:

• DNC List Scrubbing: MightyCall’s dialer integrates the National Do Not Call Registry and automatically filters out numbers on the federal DNC list. This ensures your insurance agency never accidentally calls someone who added their number in the Registry, keeping your campaigns compliant with telemarketing laws and avoiding hefty fines.
• Abandoned Call Rate Control: The dialer software allows managers to set an allowable abandon rate. This refers to the percentage of calls where no agent is available when a customer answers, which results in a hang-up. By managing this rate, companies stay compliant with the FTC’s Telemarketing Sales Rule, which caps abandoned calls at 3%.
• Campaign Scheduling: The Telephone Consumer Protection Act (TCPA) permits telemarketing calls only between 8:00 a.m. and 9:00 p.m. local time at the recipient’s location. MightyCall’s campaign scheduling feature helps insurance companies stay compliant by allowing managers to set the precise time zone, days, and hours when campaigns will run.
• Custom Roles & Permissions: Customer data is protected not only by encryption but also by customizable access controls. Managers can assign roles and permissions to dialer users, ensuring that sensitive information such as client contact lists, call recordings, or campaign settings is visible only to authorized personnel. This layered approach safeguards sensitive personal and financial data and helps insurance firms remain compliant with privacy regulations.

Benefits of MightyCall’s dialer for insurance operations

Free trial to test it first

MightyCall offers a 7-day free trial, giving insurance teams the chance to explore all dialer modes and features before committing.

Personal onboarding and support

Every new customer receives white-glove onboarding with real human support. Our team helps configure dialer settings, import contacts, and set up campaigns so that agents can start calling productively right away.

Flexible pricing

With MightyCall, companies pay only for the features they need. Predictive dialing is included in the Enterprise plan, while the Power plan covers both Preview and Progressive modes without extra cost.

Reliable performance with 99.99% uptime

MightyCall is built on a secure cloud infrastructure that ensures the dialer remains available at all times. With 99.99% uptime, teams can run outbound campaigns without interruptions.

Comprehensive reporting

MightyCall offers rich analytics through six core reports: Call Volume, Team Productivity, Campaigns, Dispositions, Call Log, and Message Log. These reports help managers optimize outreach strategies and assess agent effectiveness.

SMS & MMS built in

MightyCall isn’t just about calls, it also supports SMS and business texting. Insurance teams can use this to confirm appointments, send reminders, or provide quick updates alongside outbound dialing campaigns.

Team oversight and training

Managers can monitor calls in real time, provide live coaching with monitoring tools, or conduct post-call reviews by playing call recordings and reading AI-generated summaries. These tools are valuable for training new agents, improving objection handling, and ensuring crucial details are explained accurately.

Scalability and adaptability

MightyCall’s cloud-based dialer grows with your business, whether you’re adding new agents or expanding into additional states. Local numbers, toll-free lines, and the ability to buy extra agent slots ensure that teams can easily manage larger campaigns without losing efficiency.

Tips for using an auto dialer in the insurance industry

Implementing an auto dialer can transform your outreach, but maximizing its value requires smart usage. Here are some best practices for insurance companies deploying MightyCall’s dialer:

Switch modes by campaign: Use predictive dialing for large cold lead lists, preview mode for warm leads or renewals, and progressive mode for steady tasks like claims follow-ups. Adjusting modes to campaign goals and contact engagement balances volume with call quality.

Integrate with your CRM: Connecting the dialer to your CRM or agency management system keeps all client interactions in one place. Calls, notes, and follow-ups are logged automatically, saving agents time and giving managers a full picture of lead engagement and customer history.

Keep data clean: Regularly update contact lists, remove invalid numbers, and segment leads by product type or renewal date. Clean data means fewer wasted dials and better targeting.

Optimize timing: Analyze when clients tend to answer and schedule campaigns accordingly. For insurance, late afternoons or early evenings often work best, but always respect local time zones.

Tailor scripts: Different purposes require different pitches. Depending on the campaign, update your scripts for renewals, claims, or cross-selling, and keep them conversational.

Train for objections: Prepare agents to address common insurance pushbacks like “I already have coverage” or “I don’t have time.” Role-playing and coaching can improve confidence and conversion.

Leverage analytics: Use call reports to track answer rates, conversion rates, and overall campaign performance. Share this data with agents so they see what’s working and where adjustments are needed.

Protect compliance and reputation: Go beyond legal requirements by teaching agents to introduce themselves clearly, respect client preferences, and provide an easy opt-out.

Integrate channels: Combine dialer outreach with email or SMS reminders (where legally permitted). A quick text about a renewal before a call can increase pickup and response rates.

Prioritize follow-ups: Don’t rely only on cold calls. Set aside campaigns for nurturing existing clients, reminding them of renewals, or offering additional coverage. Retention is just as important as acquisition.