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Insurance

A power dialer for insurance agencies and brokers

Insurance teams call two kinds of people: new quote requests and existing clients up for renewal. NitroDialer handles both from your CRM, keeps clients with their own broker, and stores a compliance record for every call.

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What gets in the way

Clients belong to a broker

A renewal call from a stranger feels wrong. Shared dialing tools hand any client to any agent.

Quote requests go stale

Online quote requests are shopping several carriers. The broker who calls back first gets the conversation.

Audit questions

When a client asks why they were called, you need to show when, by whom and on what basis.

How NitroDialer fits

  • Owner-only campaignsEach broker is matched to their CRM user and only dials clients they own. Callbacks return to the same broker.
  • Quotes at the front of the queueNew quote requests posted to the inbound webhook ring the next free broker ahead of the renewal list.
  • Evidence on every callEach call stores the lead's local time, call type, consent basis and which national list upload was in force.
Dialing mode
Preview for renewals, power for new quotes
Assignment
Owner-only: brokers dial their own clients
Attempts
5 in total, 1 per day
Sources
CRM view of renewals due in 60 days, inbound webhook for quotes
Call type
Consumer; existing clients marked with their relationship

Suggested call outcomes

Quote sent1Renewal confirmed2Meeting booked3Call back later4Shopping elsewhere5Do not call6No answer7Left voicemail8

The features doing the work

Everything here is included in the trial. Set it up in an afternoon, with the steps in the documentation.

CRM integration

Campaigns from your CRM lists. Notes, status and call activity written back after every call.

How it works

Callbacks and retries

Retry timing by outcome, daily caps, and callbacks dialed by the same agent.

How it works

Compliance

Region presets for calling hours, national DNC lists, internal DNC and holidays, checked before every dial.

How it works

Speed to lead

New web and ad leads jump to the front of the queue and ring the next free agent.

How it works

Questions

Can a broker only see their own clients?

In an owner-only campaign, each broker is served only the records they own in the CRM. Managers still see the whole campaign.

Do existing clients need to be checked against the national do-not-call list?

In the US and Canada, calls to people with an established business relationship are exempt within set time limits (for example, 18 months after their last purchase or payment). Mark the basis on the record; ask your counsel how it applies to your book.

Other industries

HVAC & home servicesA power dialer for HVAC and home-services sales teamsCall rebate and replacement leads while they're still comparing quotes.SolarA power dialer for solar sales and site-assessment bookingTurn solar quote requests into booked site assessments.Real estateA power dialer for real estate teamsWork buyer, seller and open-house leads without losing the thread.

See NitroDialer set up for Insurance

A 20-minute walkthrough with your Dialpad account and one of your real lists. Bring your hardest compliance question.

Book a demoStart a free trial