Industries · Insurance
Be the first call your leads answer.
Health, life, Medicare, P&C — insurance outbound is a race for the same leads everyone else bought. DialB gets your licensed agents into that conversation first, on caller IDs that still get answered.
The insurance outbound problem
Your lead spend is fine. Your answer rate is the leak.
Agencies rarely lose on lead volume. They lose in the gap between a lead arriving and a licensed agent talking to a human being.
Shared leads are a footrace you keep losing
The internet lead you just paid for went to four other agencies at the same moment. Whoever dials first — and actually connects — writes the policy. Manual dialing and clunky lead routing hand that race to someone else.
AEP crushes the floor you staffed for June
Enrollment season triples your call volume for eight weeks, then vanishes. Hardware dialers and rigid seat counts mean you either under-dial the busiest weeks of the year or pay for idle capacity the other ten months.
Voicemails eat your licensed agents alive
Licensed agents are your most expensive asset, and a huge share of their day disappears into ringing phones and voicemail greetings. Every minute listening to a beep is a minute not quoting.
Carriers label high-volume sales numbers fast
Insurance outbound is exactly the traffic pattern carrier analytics flag. Once your caller IDs read “Spam Likely,” answer rates collapse — and most shops don’t notice until the week’s numbers are already gone.
How DialB wins here
Built for shared leads, seasonal spikes and licensed floors.
Every layer of the platform is pointed at the same number: live conversations per licensed-agent hour.
Compliance for insurance outreach
Purchased leads are a consent minefield. Dial with a map.
Insurance shops dial purchased data at volume — exactly where TCPA exposure lives. DialB enforces the rules at dial time, per record, so compliance isn’t a training memo.
- Consent tracking on every purchased-lead record, checked before the dial
- Federal, state and internal DNC scrubbing on every list load
- Quiet hours enforced on the called party’s local time, plus state mini-TCPA rules
- Frequency caps so an aged lead never becomes a harassment claim
Selling health or Medicare products?
Health and Medicare outreach adds a second rulebook. DialB pairs its TCPA tooling with HIPAA-ready controls — encryption, access controls and audit logging — and supports the recordkeeping your CMS marketing compliance program requires.
See HIPAA-ready outboundDialB provides tools that support compliance programs; it is not a substitute for legal advice. Configure calling rules with your counsel.
A day on a DialB insurance floor
What “first call in” actually looks like.
8:58 AM
Overnight web leads are already queued, deduped and scrubbed against DNC. Aged-lead recycling rules loaded yesterday’s no-answers into the afternoon slots, when those timezones actually pick up.
9:04 AM
A fresh Medicare lead posts from a vendor feed. DialB dials it within seconds and routes the answer to an agent licensed in the lead’s state — quote started before the competing agency’s first attempt.
11:30 AM
A caller ID trending toward a spam label is flagged and rotated out automatically. Answer rates hold; nobody on the floor even noticed.
1:15 PM
Volume spikes past agent capacity. AI voice agents pick up the overflow — qualifying, answering plan-basics questions and booking callbacks onto licensed agents’ calendars.
5:45 PM
The manager’s dashboard shows contact rate, quote rate and placements by lead vendor. One feed gets a bigger order tomorrow; another gets cancelled.
- Seconds
- from lead post to first dial
- Up to 3×
- more quotes per licensed-agent hour
- 24/7
- caller-ID reputation monitoring
- 100%
- of dials checked against consent & DNC rules
“Quoting is a contact-rate business, and our contact rate is what moved. Clean caller IDs and smarter retry timing mean more of our dials get answered by real people — so licensed agents spend their hours quoting instead of listening to voicemail.”
Agency principal, independent insurance sales team
See DialB on insurance workflows.
Bring a lead vendor, a state map and your AEP volume numbers. We'll show you how DialB would run your floor — in 30 minutes.