DIALPAD FOR INSURANCE

Uncover Insurance Insights with Every Conversation

One unified workspace for insurance agents to talk, message, and meet with customers from anywhere.
Screenshot of Dialpads support analytics dashboard

Loved by insurance agencies big and small

CLIENT COMMUNICATIONS

Automatically track client conversations

Real-time call transcriptions

Use AI-powered transcripts to handle complex customer communications, fact-check, and improve case handling during calls.

Self-serve, Ai-powered chatbot

Triage cases before they get assigned to specific agents–ensuring more personalized interactions.

Improved assessment

Enhance risk assessment on a per-customer basis, based on real agent interactions, with Ai Recaps and transcriptions.

Screenshot of Dialpads AI-powered post-call summary with transcript and recording

Team collaboration

True omnichannel communications

Centralize communication channels for seamless collaboration across teams, improving efficiency and workflow, with our robust omnichannel platform.

Agent collaboration

Foster better communications between agents and underwriters with our Ai dashboard to respond to emergencies quicker.

Integrations

Integrate Dialpad with your existing CRM and workflow tools to customize and adapt communications during calls, in
real time.

Screenshot of Dialpad Ai Recaps generating a call summary and list of action items
A real estate agent talking with clients

Dialpad was the only company that had everything we wanted, and I’m not even going to say it was close.

JORDAN LAY
SENIOR PRODUCT MANAGER, LEMONBREW

TRUST & SECURITY

Protect client confidentiality

Encrypted at every step

Whether it’s a voicemail, text message, or fax, all your data is safeguarded at rest and in transit.

Role-based access model

Turn on single sign-on, directory syncing, and secure filesharing for approved parties.

Built for global scale

Get enterprise-grade security for any size firm without the extra hardware or IT overhead (but Dialpad works with desk phones if you need them).

Customizable data retention

Easily set your own data retention policies to remove, archive, or anonymize data.

See why insurance agencies love Dialpad

People working together

CASE STUDY

How LemonBrew makes 57% more calls

A mom with her daughter

CASE STUDY

How Friday Health Plans saves 10 hours per week

Two guys talking

BLOG

Why customer experience matters in insurance

A lady smiling

GUIDE

AI for insurance: A guide

Ready to revolutionize your insurance agency's communication?

Stay connected with an insurance agency phone solution that brings all your communications into one unified workspace.