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Top Auto-Dialers to Help Insurance Agents Save Time and Boost Business

Sales Enablement
Mar 15, 2022
minute read
Nectar Team
Top Auto-Dialers to Help Insurance Agents Save Time and Boost Business

Insurance agents place a premium on their time. When they work to sell insurance policies, every second they spend should be contributing to the growth of their portfolio. 

To increase efficiency, insurance agents leverage lead generation software, customer relationship management (CRM) tools, and more. Auto-dialers continue to be a valuable tool for insurance agents to save time and boost business. Insurance agents who use these tools wisely can help to work faster and be more successful daily.

Auto-dialers don't always have the best reputation. Many even think auto-dialers are illegal. But with new software and legal technology, modern auto-dialers can help any agent be more efficient in connecting with customers. Let's look at how they work, along with some of the top ones on the market today.

How Do Auto-Dialers Work?

The basic idea of an auto-dialer is simple. When you use one, you have software working for you that automatically determines what to dial next. Generally speaking, an auto-dialer will dial a telephone number automatically.

When you are trying to call as many individuals as possible in a short period of time, saving those seconds you'd have spent manually dialing each number can add up.

When insurance agents make calls manually, they need to look up phone numbers and deal with busy tones and dropped calls. In the end, someone manually dialing phone numbers will talk for about 10 to 15 minutes per hour. Someone using an auto-dialer will get about 40 to 50 minutes of talking time in.

Auto-dialers are all about increasing productivity, helping insurance agents make connections, and putting them in a position to sell insurance.

Benefits of Using an Auto-Dialer

There are several key benefits for agents who use auto-dialers:

  • Efficiency: You can expect to make big gains in efficiency with an auto-dialer. There's no need to waste time dialing numbers, waiting for connections, and dropping calls. A typical auto-dialer can make up to 60 to 80 calls per hour per phone line.
  • Filter out no-win numbers: There will be certain phone numbers you have no chance of succeeding with. These numbers include fax lines and do-not-disturb numbers. An auto-dialer will filter out these numbers, so you do not waste any time trying to reach a dead-end.
  • Reporting and data generation: Auto-dialers do tremendous work in generating data and helping you build up leads for growth. The more you connect with individuals, the more you can flag the potential or warm leads for later follow-up. This data can help you build a foundation of information that can increase your effectiveness as an insurance agent.

What To Look for in an Auto-Dialer

What makes for a quality piece of auto-dialer software? There are a few different types of auto-dialers on the market. Understanding the different types can then help you pinpoint which is right for you.

The three types of auto-dialers are predictive dialers, progressive dialers, and preview dialers. Here's what you need to know about each.

Predictive dialers

A predictive dialer will dial multiple telephone numbers at the same time. The auto-dialer will use an algorithm to predict when you will end one call and are ready for the next one. The predictive dialer will anticipate you ending your script and have the next caller on a line for you to speak with once ready.

Progressive dialers

The progressive dialer will work to place the next call as soon as you hang up the phone on your current line.  This allows sequential connection with individuals for an insurance agent, one after the other. This type of dialer will not connect you with quite the same speed as a predictive dialer but is still close.

Preview dialers

Do you want the option for the dialer to place the next call or to skip it and move on to the next phone number on the list? If so, you want a preview dialer. These put a little more manual control in the hands of the insurance agent, giving you an option to decide who your next call recipient will be.

Many of the auto-dialers on the market will use all three types of dialing in their package. It will depend on the vendor and also may depend on the type of software package you buy from the vendor. You do want to look beyond the type of auto-dialing software, though, and more at key features such as usability and price. Some of the other traits to look out for in a quality auto-dialer include:

  • Reporting capabilities: What are the reporting capabilities of your auto-dialer?  Will it be able to give you statistics on the number of calls, the success of a particular campaign, etc.? Will it help you track warm customers for follow-up calls, so you do not forget or lose sight of them? Reporting and data generation are critical for any good auto-dialer.
  • Ease of use: You need an auto-dialer to be easy to set up and use. If you are fumbling away endless hours trying to use the software, you are wasting more time than you would be placing the calls manually.
  • Competitive pricing: This one should be a given, but you need to be sure that the auto-dialer you go with has competitive pricing, not eating too much into your commissions. Ultimately, it should save you more than it costs you.
  • Integration potential: You likely already have a CRM solution in place to track your potential customers. Even if you don't, you'll likely use one at some point. That's why you should look for auto-dialers that allow for easy integration with the big CRM solutions on the market. 

Top 5 Auto-Dialers for Insurance Agents

Beyond knowing the features to look for, it can be helpful to know which services have a good track record and strong reviews. Here are five of the best auto-dialers on the market.


Nextiva is on the top of many lists for auto-dialer software, and for good reason. The Nextiva solution is seamless in the way that it integrates with your existing CRM solution.

If you are using Salesforce, Zendesk, or something similar, it can sync up and integrate to leverage click-to-call on any of the customers in your pipeline. With its Go Integrator creating the integration between your CRM software and its platform, you can instantly reach out to customers.

All Nextiva needs is a list of contacts. If you feed it leads, it can help you connect in no time.


The Five9 solution is a cloud-based call center suite put to use by many big names in the industry including DoorDash, Fitbit, and others. According to Five9, there is a 300% increase in connect rates with its customers who use the auto-dialing software.

With Five9, you have a predictive dialer that will anticipate when your insurance agent is ready for the next call. It also has a progress dialer, preview dialer, and power dialer features.

All these tools make it easier for insurance agents to connect with potential customers. 


The RingCentral auto-dialing solution has more than 400,000 customers across the globe and spans many industries. With RingCentral, you have a progressive and predictive dialer that will anticipate agents and their availability before starting calls.

When the agent is free, the software will have a real human on the other line ready to connect again. This cycle continues and delivers big efficiency gains for insurance agents. 

Nice inContact

The Nice inContact package is a combination of auto-dialing technology along with call center software and other features. On the auto-dialing front, it leverages predictive dialing.

The big benefit to what Nice inContact has when you compare it to the others is a full analytics and reporting suite. This can help you to take the data from the auto-dialing efforts and analyze it for improvement opportunities over time. 


The ChaseData auto-dialer software platform is a quality cloud-based solution. It offers preview and progressive dialing, as well as predictive dialing on its higher-end packages.

With the capability of setting up multiple voice channels per agent, you have the opportunity to keep your calls as an insurance agent going strong all day, every day.

This article reflects the features of Nectar as of the date of publication. Features are subject to change at any time. This article is meant for informational purposes only, it is not a guarantee that using Nectar will help you achieve specific business or financial results and is not intended to serve as the sole recommendation for any business financial decisions.


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