What the Power Dialer in Agent CRM is and How to Use It

The Power Dialer in Agent CRM is a game-changing tool for insurance agents and sales professionals, designed to streamline outbound calling and maximize efficiency. It automates the dialing process, allowing you to contact leads and clients faster and more effectively. Here’s an in-depth guide on what the Power Dialer is, how to create it, add people to a Power Dialer campaign, and use it.

What is the Power Dialer?

The Power Dialer automates the process of calling multiple contacts in a queue, eliminating the need to dial numbers manually. It helps you:

• Save Time: Make calls back-to-back without pausing to dial.
• Increase Productivity: Spend more time talking to leads and clients.
• Improve Follow-Ups: Efficiently work through call lists for campaigns.

How to Create a Power Dialer Campaign

1. Access Campaign Settings

   • Log in to Agent CRM and navigate to Automation >> Campaigns.
   • Click + New Campaign to create a new campaign.

2. Add Call Steps

   • Add a Call Step to the campaign.
   • Use the step settings to include:
     • The script or notes for the call.
     • Call recordings if needed for compliance or quality assurance.

3. Set Campaign Details

   • Name the campaign appropriately (e.g., “Power Dialer Campaign – Hot Leads”).
   • Configure settings like call retries or alternate workflows for missed calls.

4. Save the Campaign

   • Review and save your campaign.

How to Add People to the Power Dialer Campaign

1. Tag or Filter Your Contacts

   • Navigate to Contacts and filter or tag the leads you want to include in the Power Dialer campaign.

2. Add Contacts to the Campaign

   • Select the contacts and click Actions >> Add to Campaign.
   • Choose the Power Dialer campaign you created earlier.

3. Confirm and Save

   • Review the contact list and confirm their addition to the campaign.

How to Use the Power Dialer

1. Start the Power Dialer

   • Go to Dialer >> Power Dialer in your dashboard.
   • Select the campaign you want to start dialing.

2. Make Calls

   • The Power Dialer will automatically start dialing the first contact in the queue.
   • Use the provided script or notes to guide your conversation.

3. Log Outcomes

   • After each call, log the outcome (e.g., “Left Voicemail,” “Interested,” “Not Interested”).
   • The Power Dialer will automatically move to the next contact.

4. Monitor Campaign Performance

   • Track call progress and outcomes using the campaign analytics in Agent CRM.

Learn More

Enhance your Agent CRM skills with these related resources:

• Communicating with Leads
• Create Campaign & Add Contacts to It
• Filtering Contacts and Creating Lists​

Bonus Resource: Watch and Learn