7 Best Dialers for Insurance Agents: Top Picks for 2025

Outdated systems and jumbled workflows mean missed opportunities and frustrated clients. Thankfully, you can streamline outreach, review customer data before calls, and ultimately close more deals with an automated dialer.

But not all dialers are created equal. Pricing, features, and quality vary significantly between providers, so knowing how to choose the right tool is critical. In this article, we’ll explore what makes a dialer great and how to pick the best dialers for insurance agents. 

Key Takeaways:

• To find the best fit, consider each provider’s features, pricing, and user reviews. Many offer free trials, so you can test the platform before committing.
• Auto dialers automate the dialing process, enabling agents to focus more on building client relationships and closing deals rather than wasting time on manual tasks.
• From Power Dialers to Predictive and Progressive options, each dialer type offers unique benefits, such as handling high call volumes or providing personalized engagement.

What is a Dialer for Insurance Agents?

You’ve got a list of clients to follow up with, but the clock is ticking. Your team manually dials numbers, yawning through the endless ringing and leaving voicemails one at a time. It feels like you spend half the day on tasks that could be automated. 

That’s where an insurance dialer can help. Autodialer software is a powerful tool that streamlines outbound calling. One call ends, and the dialer instantly connects you to the next client on the list — no downtime, no wasted effort — up to 3x greater call volume. 

Dialers also deliver valuable customer data right to your agents’ fingertips. Every call is informed, personalized, and efficient, helping you build better relationships, increase engagement, and close more deals. 

See for yourself how auto dialer software works and what it looks like in the short demonstration below: 

Why Do Insurance Agents Need a Dialer?

It’s Monday morning, and your to-do list is already out of control. You’ve got 50 leads to follow up with, policyholders waiting for renewal quotes, and voicemails piling up. The clock is ticking, and falling behind could mean frustrated clients.

A dialer can change the game. Automating repetitive tasks like dialing and logging calls gives you the tools to focus on what matters: building strong customer relationships and closing more deals. 

Plus, consider this — 38% of consumers will stop doing business with a company if they have a bad call experience. A dialer ensures every interaction is smooth, efficient, and professional, helping you retain clients and keep them satisfied.

Here’s how an automated phone system for insurance can help:

• Maximize Productivity: Automate dialing and move quickly from one call to the next without wasting time.
• Simplify Renewals: Schedule reminders and follow-ups automatically to keep policies current and avoid missed renewals.
• Close More Deals: Prioritize high-value leads and reach them faster, giving you an edge over the competition.
• Personalize Conversations: Access detailed customer profiles before every call, ensuring each conversation is relevant and impactful.
• Cut Admin Time: Automatically log calls and notes, freeing you to focus on selling.
• Stay Compliant: Use built-in tools to meet telephone consumer protection regulations so you can work worry-free.

Ready to elevate insurance practice with better customer interactions? Experience the benefits firsthand by signing up for a free demo today.

What Types of Dialers Are Available?

Insurance agents can choose from several types of dialers, each designed to meet specific needs and goals. While all of these can fall under the broader category of power dialers, their unique features make them suited for different strategies:

Progressive Dialer

Dial numbers sequentially, skipping busy tones and voicemails, cutting down on downtime between calls. These ensure a steady flow of calls and make progressive dialers great for a range of purposes, like outbound sales and telemarketing. 

Predictive Dialer

Monitor agent availability and adjust call volume accordingly to minimize stress, reduce wait times, and avoid call abandonment — predictive dialers are perfect for maintaining balance during high-demand periods.

Preview Dialer

Provide agents with a prospect’s details before a call while also giving agents time to review the information before connecting. This makes preview dialers ideal for high-value, medium-volume campaigns where personalization is key.

Power Dialer

Automatically dial the next number in a list as soon as an agent becomes available, ensuring a steady flow of calls. Power dialers are best for medium-volume sales teams and help agents connect with prospects faster, but they don’t allow time between calls.

Parallel Dialer

Initiate multiple calls simultaneously, connecting agents to the first prospect who picks up. Parallel dialers maximize call volume but require careful management to avoid overloading agents.

Best Dialers for Insurance Agents in 2025

CloudTalk

CloudTalk is a cloud-based call center software built to make life easier for insurance agents. It automates repetitive tasks and streamlines communication, so you can spend less time on busy work and more time building client relationships and closing deals.

CloudTalk stands out with its crystal-clear call quality, seamless integrations with tools like HubSpot and Zendesk, and a user-friendly interface. It keeps you organized, helps you personalize every interaction, and cuts down on time-consuming admin tasks.

Whether you’re managing policies, processing claims, or keeping up with renewals, CloudTalk takes the hassle out of your daily operations. Its intuitive tools and effortless workflows free you up to focus on delivering the exceptional service your clients deserve.

Key Features: 

• 35+ integrations, including HubSpot, Salesforce, Zendesk, and Zoho, mean personalized client interactions.
• Skill-Based Routing routes calls automatically to the right agent or department for reduced client wait times.
• 3-Way Calling lets you listen in on calls or invite other agents to help out with complex issues. 
• Interactive Voice Response leads clients where they need to be to cut down on wait times. 

Pricing: 

CloudTalk offers four pricing plans, depending on the features you need:

• Starter (€25/user/month): Ideal for small teams needing essential call management tools like unlimited inbound calls, call recording, and ACD.
• Essential (€30/user/month): Best for growing businesses with SMS/MMS, IVR, skill-based routing, and CRM integrations for streamlined workflows.
• Expert (€50/user/month): Designed for high-volume teams, offering advanced dialing, live call monitoring, and unlimited outbound calls.
• Custom (Contact for pricing): Tailored for enterprises requiring global scalability, custom reporting, and dedicated support.

Aircall

Aircall is designed to enhance team communication and streamline customer interactions. While it provides many valuable tools for businesses, insurance agents may find some limitations when compared to other companies.

Key Features: 

• CRM integrations, including HubSpot, Salesforce, and Zoho, give access to client details during calls.
• Call tagging helps organize workflows better.
• Click-to-dial saves time by directly dialing from CRMs 
• Call monitoring lets managers provide real-time coaching for agents.

Pricing: 

Aircall offers three pricing tiers:

• Essentials ($30/user/month): Includes basic features like unlimited inbound calls, click-to-dial, call tagging, and integrations.
• Professional ($50/user/month): Adds advanced analytics, Salesforce integration, and call monitoring features.
• Custom (Contact for pricing): Tailored for enterprises with specific needs, offering priority support and custom features.

Ringover

Ringover enhances team collaboration and streamlines client communications. Its user-friendly interface and robust feature set make it a viable option for insurance agents seeking to improve their customer interactions.

Key Features: 

• CRM Integrations let you connect with platforms like Salesforce and HubSpot, allowing agents to access client information during calls.
• Advanced Call Analytics provides detailed insights into call performance, enabling data-driven decisions to optimize client interactions.
• Call Monitoring and Recording lets Managers monitor live calls and access recordings for training and quality assurance purposes.

Pricing:

Ringover offers three pricing plans:

• Smart (€21/user/month): Includes local numbers from 43 countries, mobile and desktop applications, IVR, call forwarding, and call logs with recordings.
• Business (€44/user/month): Adds advanced IVR with smart routing, call queues, two integrations, advanced analytics, and coaching features like call whispering.
• Advanced (€54/user/month): Offers a power dialer, call scripts, voicemail drop, and local presence dialing.

JustCall

JustCall is an all-in-one cloud-based phone system designed to automate tedious tasks and enhance productivity for insurance agents. Advanced automation tools and conversational intelligence features allow agents to focus on customer care. 

Key Features:

• Extensive integrations with CRMs and business tools for seamless client management.
• Open API for custom workflows and integrations.
• Sales automation tools, including AI-powered call scoring and automated note summarization.
• Omnichannel connectivity with calls, SMS, and WhatsApp, ensuring agents can reach clients on their preferred platform.
• JustCall AI features like real-time live assistance, on-screen scripts, and dynamic dialers for insurance agents that prioritize warm leads.
• International calling and localization tools for global outreach.
• Reporting and analytics to optimize performance and track campaign success.

Pricing:

• Team Plus: $49 per user/month
• Pro Plus: $89 per user/month
• Business: Request a quote

Kixie

Kixie is a sales engagement platform that enhances outbound calling and texting efforts for sales teams. Its robust features, including a Power Dialer and CRM integrations, aim to streamline communication processes and boost productivity for insurance agents.

Key Features:

• Power Dialer enables agents to call multiple leads simultaneously, increasing outreach efficiency.
• CRM Integrations with platforms like HubSpot, Salesforce, and Zoho allow for seamless synchronization of client data and call activities.
• Call Recording and Monitoring provide tools for quality assurance and training, ensuring consistent client interactions.
• Automated SMS lets agents send personalized text messages, enhancing follow-up capabilities.

Pricing:

• Integrated: $35 per user/month (billed annually)
• Professional: $65 per user/month (billed annually)
• Outbound PowerDialer: $95 per user/month (billed annually)
• Enterprise: Custom pricing available upon request

PhoneBurner

PhoneBurner is a cloud-based power dialer designed to enhance productivity for outbound sales teams, including insurance agents. By streamlining the calling process and automating follow-ups, it enables agents to focus more on building client relationships and closing deals.

Key Features:

• Power Dialer allows agents to reach up to 80 contacts per hour, increasing outreach efficiency.
• Voicemail Drop enables leaving pre-recorded messages, saving time during outreach.
• CRM Integration with platforms like Salesforce and HubSpot ensures seamless data management.
• Call Recording facilitates quality assurance and training by recording and analyzing conversations.

Pricing:

PhoneBurner offers several pricing plans:

• Standard: $149 per user/month, includes unlimited dialing.
• Professional: $195 per user/month, adds advanced features like enhanced reporting and priority support.
• Premium: $215 per user/month, offers the full suite of features, including custom integrations and dedicated account management.

RingCentral

RingCentral offers a comprehensive suite of tools including voice, video, messaging, and collaboration capabilities, making it a versatile solution for insurance agents aiming to improve client interactions and streamline workflows.

Key Features:

• Unified Communications: Integrates phone, video meetings, and team messaging into a single platform, facilitating seamless communication.
• Advanced Call Management: Offers features like call forwarding, voicemail-to-email, and auto-attendant to efficiently manage inbound and outbound calls.
• CRM Integrations: Seamlessly connects with popular CRM systems, enabling agents to access client information during calls.
• Analytics and Reporting: Provides detailed insights into communication metrics, assisting in performance evaluation and decision-making.

Pricing:

RingCentral offers several pricing plans to accommodate different business needs:

• Core: $20 per user/month, includes unlimited calls within the U.S. and Canada, business SMS, and team messaging.
• Advanced: $25 per user/month, adds video meetings for up to 100 participants and advanced call handling features.
• Ultra: $35 per user/month, offers video meetings for up to 200 participants, call recording, and real-time analytics.

Key Features of a Dialer for Insurance Agents

It’s Friday afternoon, and you’re scrambling to get your clients their quotes, updates, or policy renewals before the weekend. You’ve left a few voicemails and sent some emails, but you know that many of those leads might fall through the cracks. Sound familiar?

As an insurance agent, managing your time and maintaining consistent communication with clients is critical. That’s where a modern insurance agency dialer steps in to automate calls, streamline workflows, and ensure every lead gets the attention it deserves. 

Below, we’ll explore the key features that make a dialer essential for insurance agents, helping you stay on top of your game while closing more deals.

Power Dialer for High Efficiency

Automate dialing for your contact list, ensuring you reach clients faster without wasting time on manual dialing. This feature helps insurance agents handle high call volumes efficiently, making it an ideal software for financial services and insurance.

Skill-Based Call Routing

Ensure your clients are always speaking with the right agent. Skill-based call routing uses AI and assigns calls to the most qualified team members based on expertise or availability, enhancing customer satisfaction and reducing response times.

Voicemail Drop for Personalized Outreach

Save time while keeping your messages personal. Voicemail drop is a smart dialing solution that lets you leave pre-recorded messages instantly, ensuring clients receive clear and professional updates without taking up your valuable time.

CRM Integration for Seamless Data Access

Sync your dialer with CRMs like HubSpot, Salesforce, or Zoho to access client information during calls. This allows you to personalize conversations and manage client histories without switching between platforms and is essential for insurance calls.

AI-Powered Call Scoring and Assistance

Analyze your conversations in real time, offering live assistance, automated note summarization, and call scoring. These features ensure you stay focused on the conversation while the AI handles the admin work.

Omnichannel Communication Options

Reach your clients wherever they are. Web dialers with omnichannel tools integrate calls, SMS, and WhatsApp messaging, allowing you to follow up on claims, send reminders, or share policy updates through their preferred channels.

Advanced Reporting and Analytics

Get detailed insights into your call performance, team productivity, and client engagement. The best autodialer will have analytics tools to help you identify trends and optimize your communication strategy for better results.

How to Pick the Best Dialer for Your Insurance Business

Enhance connections with clients, close more deals, and increase brand loyalty by choosing the right dialer. Consider the following key factors during your search to find a dialer that aligns with your agency’s needs:

• Compliance & Security: Ensure the dialer meets legal requirements like TCPA compliance and offers data security features to protect sensitive client information.
• Scalability & Flexibility: Choose a system that grows with your business, allowing you to add users, integrate with new tools, and adapt to increasing call volumes.
• Integration Capabilities: Look for a dialer that connects seamlessly with your CRM and other business tools, making it easy to track client interactions and streamline workflows.
• Call Automation & Routing: Features like auto-dialing, skill-based routing, and voicemail drop can save time and improve efficiency, helping you reach the right clients faster.
• Pricing & Value: Compare auto dialer pricing plans and features to ensure you’re getting the best balance of cost and functionality. Some providers offer free trials, so you can test before committing.

Connect Faster and Better with CloudTalk

Let’s be honest — juggling leads, renewals, and client calls can feel like herding cats. Stop wasting time on sluggish, outdated systems and endless ringing. Switch to a dialer for your insurance agency that works as hard as you do.

CloudTalk helps you ditch the busywork and get straight to what matters — closing deals, keeping clients happy and growing your business.

Source: 

• Insurance Marketing Statistics