Insurance Dialer

Schedule more appointments in less time

Insurance Dialer
Give insurance agents the tools to blow past their quotas

Having the right dialing software for scheduling appointments and selling virtually can make a huge difference in productivity.  The NinjaDialer is completely customizable to fit your unique insurance selling process.

Insurance agents can be located anywhere in the world.  No equipment or downloads are required.  They login from their browser, plug-in their headset, and start dialing.  

Whether selling virtually or face-to-face, scheduling meetings couldn’t be easier.  Once you’ve connected your Google Calendar to your NinjaDialer account, appointments sync right into your calendar.  Email and text appointment notifications can be sent to you and the client along with time-based reminders.

Automate time consuming tasks like leaving voicemail, sending emails, and follow-up tasks.

From the time you upload a lead to when the sale is made, NinjaDialer’s CRM and Power Dialer will help you manage the entire workflow process from start to finish.  

NinjaDialer analytics and dashboards make it easy for you to keep an eye on metrics and the performance of your agents whether they work from home or not, tracking KPIs either individually or as a team. Managers and agents can even see real-time dialing and appointment setting leaderboards.

Coming Soon: See who’s on a call, monitor calls, or jump in and coach new team members, offer immediate advice with call whispering, and monitor calls as they come in to make training a breeze.

Key Features For Insurance Agents

Increased Productivity

Reach up to 4x the number of leads in the same amount of time.

Cloud Based

No hardware or software required. Call from any browser with an internet connection.

No Connection Delay

Calls are connected in real-time so there is no delay in hearing the customer say hello.

Auto-Rotating Local IDs

No matter where the agent is located, always call from a local number to get more live answers.

Proximity Calendar

Appointments in close proximity to the lead display in green on the calendar so agents can schedule efficiently.

Live Transfer

Give your agents the option to quickly transfer the live call to another number or agent.

Lead Management

Keep track of who and when to contact with our CRM and call queue management tools.

Workflow Automation

Setup tags and custom dispositions that trigger automation, like sending emails and text messages, dropping voicemails, and scheduling call-backs.

Activity Reporting

Monitor the performance of your agents whether they work from home or not, tracking KPIs either individually or as a team.

Customer Stories

Real Support By Real People