Life insurance agencies
Calling software for
life insurance teams.
Make outbound calls and handle callbacks in one workspace. Review call transcripts, check number reputation and keep track of agent activity.
Built for agencies selling final expense, mortgage protection and term life by phone. EmberDial campaigns run in power or predictive mode, agents can also dial by hand from the dialpad, and local caller ID picks a number from your own pool that matches the lead’s area code, then their state, then their region.
$99 per concurrent calling license / month + $0.02 per connected minute.
See the agent and manager workspace.
A quick look at dialing, conversation review, number reputation and the agency floor.
From the first dial to the follow-up.
Dial from your campaign
Open the calling workspace with your campaign, lead details and call controls in view.
Return missed callbacks
Open a missed-call notification, find the matched lead and return the call from the workspace.
Find what was said
Review a completed call's transcript and summary. Find the callback time, coverage question or objection before the next conversation.
Check number reputation
See available spam-risk data and the last check for each number. A flagged number rests automatically, out of rotation; request a review and follow its status. The carrier or analytics provider determines label removal.
See your team's activity
Use the manager view to check agent activity and campaign access. Open a conversation when you need to review the details.
Practice insurance objections
Rehearse difficult conversations, including a final expense cold-call scenario, in Practice Mode and review the feedback with your team. Ask about optional Agent Assist guidance as part of your trial.
Bring the part of your setup you want to improve.
Start with the problem your agents or managers run into. We can focus the walkthrough on that workflow and discuss what a switch would involve.
- Your current dialer and package
- Seat count, number allowance and usual calling volume help us compare the setup you actually use.
- How your leads arrive
- Tell us about your lead source, import format and CRM. We will check the connections your workflow needs.
- What happens when a lead calls back
- Show us how your team handles incoming calls and missed callbacks today.
- How managers review calls
- Tell us which conversations need attention and what you want agents to practice next.
Compare the price with your team's needs.
Review the published pricing, then bring your current package to a walkthrough. Ask about an agency quote for your setup.
Already have a DNC screening process?
EmberDial supports a connected DNC.com account or self-managed DNC screening outside the platform. Any vendor subscriptions depend on the setup your agency uses.
Jornaya LeadiD tokens and TrustedForm certificate URLs are picked up from your CSV import, and agents see a recording-disclosure prompt for leads in all-party-consent states. Your agency stays responsible for consent and how your team calls. See the compliance tools.
See the workflow for your agency.
Tell us what you use today and what you want to improve. We will follow up to arrange a walkthrough.