10x Your Outbound. Stay 100% Compliant.
Insurance agents need high-volume outbound for renewals, cross-selling, and lead follow-up — but TCPA violations carry $500-$1,500 fines per call. DialerWorks automates calling at scale with compliance built in.
Book a Demo~$1,800
Avg. CLV per policy
$500-1.5K
TCPA fine per violation
554K+
Insurance sales agents in US
34%
Higher CLV with cross-sell
The Problem
Renewal follow-up drops off
Policy renewals are your highest-value activity, but manual outreach means many clients slip through without a touchpoint.
TCPA compliance risk
One violation can cost $500-$1,500 per call. Agents worry about DNC lists, consent, and recording laws with every dial.
Cross-sell opportunities missed
Existing clients are your best prospects for additional policies, but there's never enough time to call them all.
How DialerWorks Solves It
DNC protection built in
Do Not Call list checking at both campaign and individual call level. DNC leads are automatically skipped — no human error possible.
Renewal outreach automation
Trigger AI calls based on policy expiration dates. The agent reviews coverage, identifies gaps, and books a review appointment.
Scale without hiring
Launch campaigns with hundreds of concurrent AI calls. Reach your entire book of business in a fraction of the time.
Full call logging
Every call is logged with transcripts, recordings, and outcomes. Complete audit trail for compliance documentation.
Example Workflow
A typical insurance automation pipeline in DialerWorks
Renewal date triggers workflow
AI calls policyholder
Reviews current coverage
Identifies cross-sell opportunity
Books agent appointment
Updates CRM with call outcome
Follow-up if no answer
Handoff to licensed agent
Frequently Asked Questions
Is DialerWorks TCPA compliant for insurance calling?
DialerWorks includes built-in DNC list protection checked at both campaign and dispatch levels. All calls are logged with transcripts. You remain responsible for TCPA compliance in your calling practices.
Can it handle policy renewal reminders?
Yes. You can trigger workflows based on dates in your CRM data, like policy expiration dates. The AI calls clients, reviews their coverage, and books agent appointments.
Does it integrate with insurance CRMs?
We have native GoHighLevel integration and can connect with any CRM that supports webhooks or APIs, including HubSpot and Salesforce.
Ready to Automate Your Insurance Calling?
See how DialerWorks can transform your outbound calling in a 15-minute demo.
Book a Demo