Insurance agents thrive on efficiency and seamless communication—and the right tools make all the difference. That’s why we’re excited to announce that the new and improved Agent CRM Dialer is now live for everyone!

After months in Labs, the new dialer has been fully upgraded with a sleek new UI, more call management options, and powerful automation tools to make your workflow smoother than ever.

Let’s take a look at how the new Agent CRM Dialer helps you save time, close more deals, and stay ahead of the competition.

🚀 What’s New in the Agent CRM Dialer?

1. Brand New, Clean UI/UX for a Seamless Experience

🔹 A modern, user-friendly interface that makes navigating your calls easier.
🔹 Designed to reduce clicks and increase productivity.
🔹 A clean, intuitive design for smooth, distraction-free calling.

📌 Why it matters: Less time navigating, more time closing deals.

2. Transfer Incoming Calls—A Game-Changer!

📞 Previously, you could only transfer outgoing calls—not anymore!
📌 Now, incoming calls can be transferred seamlessly, making teamwork and client service more efficient than ever.

🔹 Need to pass a client to a teammate? Done in one click.
🔹 Escalating an issue? No problem—smooth transfers keep clients happy.

📌 Why it matters: Faster call routing = happier clients and better service.

3. Instantly Start Dialing—No More Waiting!

⏳ Speed matters in insurance sales, and now you can start dialing instantly when you open the dialer.

🔹 No more delays—the moment you click the dialer, you can begin dialing a number.
🔹 In-call efficiency means you can connect with more leads per hour.

📌 Why it matters: Less waiting = more sales conversations.

4. Smart Search While Dialing

👀 As you type in a number, Agent CRM automatically searches your contacts for matches.

🔹 Find existing clients instantly
🔹 Reduce duplicate entries
🔹 Improve data accuracy

📌 Why it matters: Less manual searching = more efficiency in managing leads.

5. Add Notes & Tags to Calls for Better Lead Tracking

📌 New Features:
✅ Add Notes after the call ends from the Recents screen. (Coming soon: Adding notes during the call!)
✅ Tag contacts immediately after the call, so you can segment leads faster.

📌 Why it matters: Organized leads = smarter follow-ups and higher conversions.

6. Navigate IVRs with the Dialpad—No More Call Roadblocks!

📌 Ever been stuck on a call because an IVR (Press 1 for X, Press 2 for Y…) wouldn’t let you move forward?

🔹 The new dialpad feature lets you navigate IVRs with ease
🔹 Press buttons while on the call to reach the right department or menu
🔹 No more frustrating dead-end calls!

📌 Why it matters: Get through automated systems quickly and efficiently.

💡 Why the New Dialer is a Game-Changer for Insurance Agents

With the new Agent CRM Dialer, you can:
✅ Make more calls, faster—no delays, no wasted time
✅ Track leads better with notes and tagging
✅ Handle calls more efficiently with incoming call transfers
✅ Navigate IVRs smoothly to reach the right person or department
✅ Provide better client service by streamlining communication

This update is all about helping you close more deals, faster, and with less effort.

🚀 Try the New Dialer Today—It’s Live for Everyone!

The new and improved Agent CRM Dialer is now available to all users.

📌 Already an Agent CRM user? Try it now and experience the difference!
📌 Not using Agent CRM yet? Start your 14-day free trial today and unlock the power of seamless calling.

📞 Better calls. More sales. Higher efficiency. Let’s go!

Learn More:


Phone and Text, Updates

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